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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.04% |
$140 - $167
|
2.34K
$441K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
121New |
$17K - $20.2K
|
121
$22.8K
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.1K- 20.53% |
$435K - $517K
|
12K
$2.26M
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
36.8KNew |
$5.16M - $6.13M
|
36.8K
$6.94M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
100+ 12.27% |
$14K - $16.7K
|
915
$173K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-182- 45.96% |
$25.6K - $30.4K
|
214
$40.4K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
130+ 0.65% |
$18.3K - $21.7K
|
20.2K
$3.82M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1- 0.06% |
$140 - $167
|
1.71K
$323K
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-3.15K- 59.2% |
$442K - $525K
|
2.17K
$409K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.98K+ 30.39% |
$559K - $664K
|
17.1K
$3.22M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 25.78% |
$4.63K - $5.5K
|
95
$17.9K
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-28- 1.26% |
$3.93K - $4.67K
|
2.2K
$415K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-51- 58.62% |
$7.16K - $8.51K
|
36
$6.79K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6New |
$843 - $1K
|
6
$1.13K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
488+ 6.92% |
$68.5K - $81.4K
|
7.54K
$1.42M
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-471- 7.23% |
$66.1K - $78.6K
|
6.05K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-23- 0.95% |
$3.23K - $3.84K
|
2.4K
$453K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
214New |
$30.1K - $35.7K
|
214
$40.4K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4- 0.2% |
$562 - $667
|
2.04K
$386K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.34K- 58.49% |
$470K - $558K
|
2.37K
$448K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-167- 8.02% |
$23.5K - $27.9K
|
1.91K
$361K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
91New |
$12.8K - $15.2K
|
91
$17.2K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.2KNew |
$1.43M - $1.7M
|
10.2K
$1.92M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
32+ 0.19% |
$4.49K - $5.34K
|
16.6K
$3.13M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
77+ 11.44% |
$10.8K - $12.8K
|
750
$142K
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.46KNew |
$205K - $244K
|
1.46K
$276K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-313- 10.04% |
$44K - $52.2K
|
2.81K
$529K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-222- 8.52% |
$31.2K - $37K
|
2.38K
$450K
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 28.09% |
$300K - $356K
|
5.47K
$1.03M
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
154+ 9.12% |
$21.6K - $25.7K
|
1.84K
$348K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 0.29% |
$6.04K - $7.17K
|
15.1K
$2.84M
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.73KNew |
$242K - $288K
|
1.73K
$326K
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
746+ 6.45% |
$105K - $124K
|
12.3K
$2.32M
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-670- 16.69% |
$94.1K - $112K
|
3.35K
$631K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
31+ 6.7% |
$4.35K - $5.17K
|
494
$93.2K
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-125- 1.34% |
$17.6K - $20.8K
|
9.23K
$1.74M
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
300+ 22.8% |
$42.1K - $50K
|
1.62K
$305K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$562K - $667K
|
4K
$755K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.05K+ 9.98% |
$147K - $175K
|
11.6K
$2.18M
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.63K- 40.57% |
$369K - $438K
|
3.85K
$726K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
138+ 4600.0% |
$19.4K - $23K
|
141
$26.6K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 2.07% |
$13.1K - $15.5K
|
4.58K
$864K
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-1.82K- 4.47% |
$256K - $304K
|
39K
$7.35M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-193- 0.68% |
$27.1K - $32.2K
|
28.2K
$5.31M
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-98- 5.07% |
$13.8K - $16.3K
|
1.84K
$346K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-612- 24.22% |
$85.9K - $102K
|
1.92K
$361K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
60New |
$8.43K - $10K
|
60
$11.3K
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
368+ 21.96% |
$51.7K - $61.4K
|
2.04K
$386K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-535- 6.58% |
$75.1K - $89.2K
|
7.6K
$1.43M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-15.3K- 97.16% |
$2.15M - $2.55M
|
447
$84.3K
|