Latest Institutional Transactions on Ishares Dj Us Tech ETF (IYW)
This table provides information on the latest institutional transactions involving Ishares Dj Us Tech ETF (IYW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.33KNew |
$177K - $211K
|
1.33K
$194K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.72K+ 34.3% |
$895K - $1.07M
|
26.3K
$3.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.26% |
$666 - $794
|
1.94K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.84KNew |
$245K - $292K
|
1.84K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
170+ 1545.45% |
$22.6K - $27K
|
181
$26.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 0.89% |
$6.66K - $7.94K
|
5.54K
$811K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-150- 43.73% |
$20K - $23.8K
|
193
$28.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-101- 5.45% |
$13.4K - $16K
|
1.75K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
33New |
$4.39K - $5.24K
|
33
$4.83K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-300- 9.97% |
$39.9K - $47.6K
|
2.71K
$397K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-779- 24.32% |
$104K - $124K
|
2.42K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-148- 2.47% |
$19.7K - $23.5K
|
5.84K
$854K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.96K- 10.67% |
$261K - $312K
|
16.4K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-294- 16.96% |
$39.1K - $46.7K
|
1.44K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.29K+ 7.13% |
$304K - $363K
|
34.3K
$5.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-350- 8.97% |
$46.6K - $55.6K
|
3.55K
$520K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
67New |
$8.92K - $10.6K
|
67
$9.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4- 2.56% |
$533 - $635
|
152
$22.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-230- 1.26% |
$30.6K - $36.5K
|
18K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.17K- 8.69% |
$288K - $344K
|
22.7K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.46K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$133 - $159
|
1.83K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 1.5% |
$3.33K - $3.97K
|
1.64K
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
638+ 8.16% |
$85K - $101K
|
8.46K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-447- 9.61% |
$59.5K - $71K
|
4.2K
$615K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$133 - $159
|
1.96K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.36% |
$1.2K - $1.43K
|
2.48K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$133 - $159
|
1.67K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.05K- 7.73% |
$407K - $485K
|
36.4K
$5.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-252- 11.08% |
$33.6K - $40K
|
2.02K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.46KNew |
$194K - $232K
|
1.46K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$133 - $159
|
4.38K
$641K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-115- 21.99% |
$15.3K - $18.3K
|
408
$59.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-345- 10.91% |
$45.9K - $54.8K
|
2.82K
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-219- 10.98% |
$29.2K - $34.8K
|
1.78K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$133 - $159
|
646
$94.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-77K- 95.02% |
$10.2M - $12.2M
|
4.04K
$590K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.2KNew |
$293K - $350K
|
2.2K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-65- 3.13% |
$8.66K - $10.3K
|
2.02K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
38New |
$5.06K - $6.03K
|
38
$5.56K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
115New |
$15.3K - $18.3K
|
115
$16.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-442- 0.95% |
$58.9K - $70.2K
|
46.3K
$6.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-400- 7.94% |
$53.3K - $63.5K
|
4.64K
$679K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85New |
$11.3K - $13.5K
|
85
$12.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
327New |
$43.5K - $51.9K
|
327
$47.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-310- 8.61% |
$41.3K - $49.2K
|
3.29K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$2.4K - $2.86K
|
18
$2.63K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.83K+ 193.96% |
$376K - $449K
|
4.28K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-457- 5.0% |
$60.9K - $72.5K
|
8.68K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.48KNew |
$995K - $1.19M
|
7.48K
$1.09M
|