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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.55K- 88.6% |
$358K - $425K
|
328
$61.9K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
131+ 7.23% |
$18.4K - $21.8K
|
1.94K
$367K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-711- 31.91% |
$99.9K - $119K
|
1.52K
$286K
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.23K+ 11.72% |
$594K - $706K
|
40.3K
$7.61M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2KNew |
$281K - $334K
|
2K
$377K
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
2.23KNew |
$313K - $372K
|
2.23K
$420K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
153+ 11.2% |
$21.5K - $25.5K
|
1.52K
$287K
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.23KNew |
$313K - $372K
|
2.23K
$420K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-46- 2.34% |
$6.46K - $7.67K
|
1.92K
$362K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-249- 8.77% |
$35K - $41.5K
|
2.59K
$489K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76.3K- 2.23% |
$10.7M - $12.7M
|
3.34M
$631M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-3.83K- 5.44% |
$537K - $638K
|
66.5K
$12.5M
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
400New |
$56.2K - $66.7K
|
400
$75.5K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-99- 3.32% |
$13.9K - $16.5K
|
2.88K
$544K
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-100- 2.17% |
$14K - $16.7K
|
4.5K
$849K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.15KNew |
$443K - $526K
|
3.15K
$595K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$2.81K - $3.34K
|
20
$3.77K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
7New |
$983 - $1.17K
|
7
$1.32K
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
62+ 1.39% |
$8.71K - $10.3K
|
4.53K
$855K
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
150+ 0.98% |
$21.1K - $25K
|
15.5K
$2.92M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
794New |
$112K - $132K
|
794
$150K
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-757- 5.34% |
$106K - $126K
|
13.4K
$2.53M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.93K- 18.69% |
$271K - $322K
|
8.4K
$1.58M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 0.39% |
$1.26K - $1.5K
|
2.33K
$440K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-6- 14.29% |
$843 - $1K
|
36
$6.79K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
750New |
$105K - $125K
|
750
$142K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$140 - $167
|
937
$177K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.17K+ 4.64% |
$305K - $363K
|
49.1K
$9.26M
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 7.15% |
$14K - $16.7K
|
1.5K
$283K
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-195- 4.94% |
$27.4K - $32.5K
|
3.75K
$708K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-53- 0.9% |
$7.44K - $8.84K
|
5.85K
$1.1M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-250- 9.42% |
$35.1K - $41.7K
|
2.4K
$453K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.24KNew |
$595K - $707K
|
4.24K
$800K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.45K- 75.71% |
$625K - $742K
|
1.43K
$269K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-513- 2.7% |
$72K - $85.6K
|
18.5K
$3.49M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
513+ 3.21% |
$72K - $85.6K
|
16.5K
$3.12M
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-56- 1.54% |
$7.86K - $9.34K
|
3.59K
$677K
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-1.07K- 15.49% |
$151K - $179K
|
5.85K
$1.1M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
133New |
$18.7K - $22.2K
|
133
$25.1K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.5KNew |
$1.75M - $2.08M
|
12.5K
$2.35M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-359- 8.09% |
$50.4K - $59.9K
|
4.08K
$770K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.07% |
$140 - $167
|
1.54K
$290K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-7- 1.15% |
$983 - $1.17K
|
600
$113K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
214+ 22.57% |
$30.1K - $35.7K
|
1.16K
$219K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
34+ 1.87% |
$4.77K - $5.67K
|
1.85K
$349K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-45- 1.73% |
$6.32K - $7.51K
|
2.56K
$482K
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-28- 1.43% |
$3.93K - $4.67K
|
1.93K
$363K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.72K- 41.89% |
$241K - $287K
|
2.38K
$450K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200+ 588.24% |
$28.1K - $33.4K
|
234
$44.2K
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.2K- 5.03% |
$169K - $200K
|
22.7K
$4.28M
|