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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
57.6KNew |
$5.96M - $6.55M
|
57.6K
$8.94M
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-8.48K- 67.99% |
$876K - $963K
|
3.99K
$619K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-560- 5.73% |
$57.9K - $63.7K
|
9.22K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$31K - $34.1K
|
300
$46.6K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.36K- 18.98% |
$140K - $154K
|
5.8K
$900K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$517 - $568
|
5
$776
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.35% |
$3.1K - $3.41K
|
2.26K
$350K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-426- 10.91% |
$44K - $48.4K
|
3.48K
$540K
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
68New |
$7.03K - $7.73K
|
68
$10.6K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.22K+ 369.09% |
$126K - $138K
|
1.55K
$240K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.75KNew |
$388K - $426K
|
3.75K
$582K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
412New |
$42.6K - $46.8K
|
412
$63.9K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
55.2KNew |
$5.7M - $6.27M
|
55.2K
$8.56M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.82K- 12.16% |
$395K - $434K
|
27.6K
$4.28M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$62.1K
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.41% |
$1.03K - $1.14K
|
2.43K
$376K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150K- 48.98% |
$15.5M - $17M
|
156K
$24.2M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-37- 1.33% |
$3.83K - $4.21K
|
2.74K
$425K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40- 20.0% |
$4.14K - $4.55K
|
160
$24.8K
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.51K- 37.62% |
$156K - $171K
|
2.5K
$388K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
316New |
$32.7K - $35.9K
|
316
$49K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
381New |
$39.4K - $43.3K
|
381
$59.1K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.45KNew |
$357K - $393K
|
3.45K
$536K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-40- 20.0% |
$4.14K - $4.55K
|
160
$24.8K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
219+ 12.33% |
$22.6K - $24.9K
|
2K
$310K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-624- 95.71% |
$64.5K - $70.9K
|
28
$4.35K
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-120- 0.78% |
$12.4K - $13.6K
|
15.3K
$2.37M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-48- 10.67% |
$4.96K - $5.46K
|
402
$62.4K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
20New |
$2.07K - $2.27K
|
20
$3.1K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 25.96% |
$138K - $152K
|
3.81K
$591K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-22- 81.48% |
$2.27K - $2.5K
|
5
$776
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-144- 0.88% |
$14.9K - $16.4K
|
16.2K
$2.52M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-28.5K- 52.05% |
$2.95M - $3.24M
|
26.3K
$4.07M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.98K+ 152.12% |
$411K - $452K
|
6.59K
$1.02M
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
161+ 4.8% |
$16.6K - $18.3K
|
3.51K
$545K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
333New |
$34.4K - $37.9K
|
333
$51.7K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-743- 26.25% |
$76.8K - $84.5K
|
2.09K
$324K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$1.96K - $2.16K
|
19
$2.95K
|
|
Oct 19, 2023
Q3 2023
|
Pariax, LLC
|
SELL
|
- |
-8.91K- 44.87% |
$921K - $1.01M
|
10.9K
$1.7M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-630- 9.63% |
$65.1K - $71.6K
|
5.91K
$917K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-123- 3.75% |
$12.7K - $14K
|
3.16K
$490K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-260- 50.0% |
$26.9K - $29.6K
|
260
$40.4K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 2.97% |
$8.27K - $9.09K
|
2.61K
$405K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-66Closed |
$6.82K - $7.5K
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
175New |
$18.1K - $19.9K
|
175
$27.2K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-82- 0.3% |
$8.48K - $9.32K
|
27.7K
$4.3M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$414 - $455
|
4
$621
|
|
Q2 2023 | |||||||
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 83.33% |
$1.33K - $1.64K
|
3
$466
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400New |
$35.5K - $43.7K
|
400
$62.1K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.8K+ 539.91% |
$337K - $416K
|
4.51K
$699K
|