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 14, 2024
Q4 2023
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-8.58K- 42.61% |
$869K - $1.06M
|
11.6K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-94- 78.33% |
$9.52K - $11.6K
|
26
$4.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
942New |
$95.4K - $116K
|
942
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.98K- 59.85% |
$504K - $614K
|
3.34K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.68KNew |
$474K - $577K
|
4.68K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
266New |
$26.9K - $32.8K
|
266
$42K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.72KNew |
$174K - $212K
|
1.72K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3K+ 116.49% |
$303K - $369K
|
5.57K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.8KNew |
$1.9M - $2.32M
|
18.8K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
52.6KNew |
$5.32M - $6.48M
|
52.6K
$8.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-400- 16.46% |
$40.5K - $49.3K
|
2.03K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.87KNew |
$190K - $231K
|
1.87K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$169K - $206K
|
1.67K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700New |
$70.9K - $86.3K
|
700
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.62KNew |
$468K - $570K
|
4.62K
$730K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
53.8KNew |
$5.45M - $6.63M
|
53.8K
$8.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
1.73KNew |
$175K - $214K
|
1.73K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.5K+ 30.6% |
$152K - $185K
|
6.41K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
218New |
$22.1K - $26.9K
|
218
$34.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.72KNew |
$174K - $212K
|
1.72K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
178New |
$18K - $21.9K
|
178
$28.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
71+ 0.93% |
$7.19K - $8.76K
|
7.72K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.27K- 76.57% |
$331K - $403K
|
1K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 11.26% |
$5.07K - $6.17K
|
394
$62.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-71- 2.24% |
$7.19K - $8.76K
|
3.09K
$488K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.84K- 53.95% |
$288K - $350K
|
2.42K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-240- 6.06% |
$24.3K - $29.6K
|
3.72K
$588K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9New |
$912 - $1.11K
|
9
$1.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.14KNew |
$217K - $264K
|
2.14K
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.68KNew |
$272K - $330K
|
2.68K
$423K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-27- 49.09% |
$2.74K - $3.33K
|
28
$4.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.9K- 21.58% |
$395K - $481K
|
14.2K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.14K- 5.22% |
$115K - $140K
|
20.7K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-128- 6.62% |
$13K - $15.8K
|
1.81K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$166K - $202K
|
1.64K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14.2K+ 20.13% |
$1.44M - $1.75M
|
84.8K
$13.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.18K- 12.65% |
$220K - $268K
|
15K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.7KNew |
$172K - $210K
|
1.7K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.17KNew |
$220K - $267K
|
2.17K
$342K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.02K- 18.92% |
$103K - $126K
|
4.36K
$689K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$277K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.71KNew |
$174K - $211K
|
1.71K
$271K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.63KNew |
$165K - $201K
|
1.63K
$258K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
255+ 5.05% |
$25.8K - $31.4K
|
5.3K
$837K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.4K- 37.54% |
$344K - $419K
|
5.66K
$893K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.22K- 23.06% |
$934K - $1.14M
|
30.7K
$4.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.34KNew |
$237K - $288K
|
2.34K
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$188K - $229K
|
1.86K
$293K
|