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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.17KNew |
$220K - $267K
|
2.17K
$336K
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.02K- 18.92% |
$103K - $126K
|
4.36K
$677K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$273K
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.71KNew |
$174K - $211K
|
1.71K
$266K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.63KNew |
$165K - $201K
|
1.63K
$253K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
255+ 5.05% |
$25.8K - $31.4K
|
5.3K
$823K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.6K+ 78.59% |
$466K - $567K
|
10.5K
$1.62M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.4K- 37.54% |
$344K - $419K
|
5.66K
$878K
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.22K- 23.06% |
$934K - $1.14M
|
30.7K
$4.77M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.34KNew |
$237K - $288K
|
2.34K
$363K
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-298- 14.91% |
$30.2K - $36.7K
|
1.7K
$264K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$273K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$188K - $229K
|
1.86K
$288K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 33.33% |
$111K - $136K
|
2.2K
$341K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.43KNew |
$246K - $300K
|
2.43K
$377K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-854- 1.14% |
$86.5K - $105K
|
74.3K
$11.5M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.69K+ 28.78% |
$475K - $578K
|
21K
$3.25M
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.74KNew |
$176K - $215K
|
1.74K
$270K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48New |
$4.86K - $5.92K
|
48
$7.45K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
600New |
$60.8K - $74K
|
600
$93.1K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10+ 0.33% |
$1.01K - $1.23K
|
3.01K
$467K
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-120- 3.85% |
$12.2K - $14.8K
|
3K
$466K
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.98KNew |
$403K - $491K
|
3.98K
$618K
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-28.7K- 99.98% |
$2.91M - $3.54M
|
5
$776
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.54% |
$10.1K - $12.3K
|
18.3K
$2.84M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.54KNew |
$358K - $436K
|
3.54K
$549K
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-82- 0.49% |
$8.31K - $10.1K
|
16.7K
$2.59M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
297+ 17.47% |
$30.1K - $36.6K
|
2K
$310K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
88New |
$8.92K - $10.9K
|
88
$13.7K
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-400- 16.37% |
$40.5K - $49.3K
|
2.04K
$317K
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-294- 14.98% |
$29.8K - $36.3K
|
1.67K
$259K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-40- 1.23% |
$4.05K - $4.93K
|
3.2K
$497K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.32KNew |
$438K - $533K
|
4.32K
$671K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-729- 24.23% |
$73.9K - $89.9K
|
2.28K
$354K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62.4K+ 35.52% |
$6.32M - $7.7M
|
238K
$37M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.69K+ 12.78% |
$171K - $208K
|
14.9K
$2.31M
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
334+ 54.31% |
$33.8K - $41.2K
|
949
$147K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-728- 23.35% |
$73.8K - $89.8K
|
2.39K
$371K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 0.25% |
$7.13K - $7.84K
|
27.3K
$4.24M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$62.1K
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
21.6KNew |
$2.23M - $2.45M
|
21.6K
$3.34M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-831- 19.65% |
$85.9K - $94.5K
|
3.4K
$527K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$198K - $217K
|
1.91K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-61.7K- 46.23% |
$6.38M - $7.01M
|
71.7K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-160- 7.01% |
$16.5K - $18.2K
|
2.12K
$330K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-444- 13.93% |
$45.9K - $50.5K
|
2.74K
$426K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$289K - $318K
|
2.8K
$435K
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
31New |
$3.21K - $3.52K
|
31
$4.81K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
285+ 9.19% |
$29.5K - $32.4K
|
3.39K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-38- 3.95% |
$3.93K - $4.32K
|
924
$143K
|