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, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.71K- 43.43% |
$846K - $949K
|
7.43K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-315- 26.18% |
$46.7K - $52.4K
|
888
$158K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.39KNew |
$206K - $232K
|
1.39K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-235- 7.73% |
$34.8K - $39.1K
|
2.81K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
175+ 63.41% |
$25.9K - $29.1K
|
451
$80.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.66K+ 57.72% |
$690K - $775K
|
12.7K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
69+ 4.53% |
$10.2K - $11.5K
|
1.59K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5.7K+ 93.79% |
$844K - $947K
|
11.8K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.6K+ 9.38% |
$4.24M - $4.76M
|
334K
$59.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
335New |
$49.6K - $55.7K
|
335
$59.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.13K+ 29.78% |
$759K - $852K
|
22.3K
$3.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-161- 4.72% |
$23.9K - $26.8K
|
3.25K
$580K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-800- 15.09% |
$119K - $133K
|
4.5K
$803K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7- 0.06% |
$1.04K - $1.16K
|
12.6K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-625- 38.53% |
$92.6K - $104K
|
997
$178K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
116+ 4.86% |
$17.2K - $19.3K
|
2.5K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 1.07% |
$4.74K - $5.32K
|
2.97K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 8.74% |
$1.33K - $1.5K
|
94
$16.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
345New |
$51.1K - $57.3K
|
345
$61.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
500+ 5.0% |
$74.1K - $83.1K
|
10.5K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-730- 5.8% |
$108K - $121K
|
11.9K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-26- 45.61% |
$3.85K - $4.32K
|
31
$5.53K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.41KNew |
$209K - $235K
|
1.41K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.05% |
$741 - $831
|
10.5K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300New |
$44.4K - $49.9K
|
300
$53.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
32+ 100.0% |
$4.74K - $5.32K
|
64
$11.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7- 0.44% |
$1.04K - $1.16K
|
1.6K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 36.23% |
$29.6K - $33.2K
|
352
$62.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.69KNew |
$250K - $281K
|
1.69K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-15- 15.46% |
$2.22K - $2.49K
|
82
$14.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-67- 5.03% |
$9.93K - $11.1K
|
1.27K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 66.67% |
$889 - $997
|
15
$2.68K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.28KNew |
$633K - $711K
|
4.28K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95.7KNew |
$14.2M - $15.9M
|
95.7K
$17.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.17KNew |
$469K - $526K
|
3.17K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
478New |
$70.8K - $79.5K
|
478
$85.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
442New |
$65.5K - $73.5K
|
442
$78.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 237.39% |
$1.86M - $2.09M
|
17.9K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-485- 8.2% |
$71.8K - $80.6K
|
5.43K
$969K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
379+ 37900.0% |
$56.1K - $63K
|
380
$67.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12- 0.27% |
$1.78K - $1.99K
|
4.51K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
770New |
$114K - $128K
|
770
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.1KNew |
$459K - $515K
|
3.1K
$552K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-107- 2.42% |
$15.9K - $17.8K
|
4.31K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.4% |
$1.93K - $2.16K
|
3.2K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-44- 0.25% |
$6.52K - $7.31K
|
17.8K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$9.93K - $11.1K
|
67
$11.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-537- 4.37% |
$79.6K - $89.3K
|
11.8K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-112- 7.26% |
$16.6K - $18.6K
|
1.43K
$255K
|