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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.55K- 43.73% |
$218K - $259K
|
2K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1.12K+ 7.18% |
$158K - $187K
|
16.8K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-249- 4.26% |
$35K - $41.5K
|
5.6K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.31K- 4.74% |
$184K - $218K
|
26.3K
$4.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-142- 7.2% |
$19.9K - $23.7K
|
1.83K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.42KNew |
$340K - $404K
|
2.42K
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-64- 1.56% |
$8.99K - $10.7K
|
4.04K
$761K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-14- 3.61% |
$1.97K - $2.34K
|
374
$70.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-84- 2.55% |
$11.8K - $14K
|
3.21K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
3.6KNew |
$505K - $600K
|
3.6K
$679K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
563+ 611.96% |
$79.1K - $93.9K
|
655
$124K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-91- 1.91% |
$12.8K - $15.2K
|
4.68K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
4.21KNew |
$591K - $702K
|
4.21K
$794K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8K+ 176.13% |
$2.64M - $3.14M
|
29.5K
$5.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19- 1.83% |
$2.67K - $3.17K
|
1.02K
$192K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
400New |
$56.2K - $66.7K
|
400
$75.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
136New |
$19.1K - $22.7K
|
136
$25.7K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
10.2K+ 60.38% |
$1.43M - $1.7M
|
27.1K
$5.11M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-421- 4.12% |
$59.1K - $70.2K
|
9.79K
$1.85M
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.34K+ 11.94% |
$198K - $222K
|
12.5K
$2.36M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-247K- 99.34% |
$36.5M - $41M
|
1.64K
$310K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29+ 0.62% |
$4.3K - $4.82K
|
4.67K
$882K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
822New |
$122K - $137K
|
822
$155K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.7KNew |
$252K - $283K
|
1.7K
$322K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.65KNew |
$688K - $772K
|
4.65K
$877K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.42KNew |
$211K - $237K
|
1.42K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
51+ 11.75% |
$7.56K - $8.48K
|
485
$91.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-24.8K- 50.79% |
$3.68M - $4.13M
|
24.1K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1KNew |
$2.53M - $2.84M
|
17.1K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.37K- 52.68% |
$351K - $394K
|
2.13K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
250+ 183.82% |
$37K - $41.6K
|
386
$72.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-200- 4.35% |
$29.6K - $33.2K
|
4.4K
$829K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.78KNew |
$264K - $296K
|
1.78K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
52New |
$7.7K - $8.64K
|
52
$9.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 1.51% |
$5.18K - $5.82K
|
2.29K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
242+ 17.91% |
$35.8K - $40.2K
|
1.59K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
877+ 2.97% |
$130K - $146K
|
30.4K
$5.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-165- 7.73% |
$24.4K - $27.4K
|
1.97K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-165- 1.39% |
$24.4K - $27.4K
|
11.7K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9+ 0.09% |
$1.33K - $1.5K
|
10.2K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18+ 0.72% |
$2.67K - $2.99K
|
2.5K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.34KNew |
$495K - $555K
|
3.34K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
1.16KNew |
$172K - $193K
|
1.16K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-35Closed |
$5.18K - $5.82K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-81- 29.14% |
$12K - $13.5K
|
197
$37.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-400- 3.96% |
$59.3K - $66.5K
|
9.7K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
51+ 0.3% |
$7.56K - $8.48K
|
17.2K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
44New |
$6.52K - $7.31K
|
44
$8.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1+ 0.07% |
$148 - $166
|
1.46K
$275K
|
|