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 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-33.3K- 11.32% |
$4.44M - $5.29M
|
261K
$46.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.76K- 10.33% |
$235K - $280K
|
15.3K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.48KNew |
$197K - $235K
|
1.48K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.03K+ 46.96% |
$137K - $163K
|
3.21K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
100+ 57.14% |
$13.3K - $15.9K
|
275
$49K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.82KNew |
$376K - $448K
|
2.82K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-234- 1.03% |
$31.2K - $37.1K
|
22.4K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
985New |
$131K - $156K
|
985
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-120- 0.34% |
$16K - $19K
|
35.4K
$6.31M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-255- 1.61% |
$34K - $40.5K
|
15.6K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-350- 15.62% |
$46.6K - $55.6K
|
1.89K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7New |
$932 - $1.11K
|
7
$1.25K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4KNew |
$533K - $635K
|
4K
$713K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19New |
$2.53K - $3.02K
|
19
$3.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-381- 4.9% |
$50.7K - $60.5K
|
7.39K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6New |
$799 - $952
|
6
$1.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $159
|
2.89K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.33KNew |
$177K - $211K
|
1.33K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.72K+ 34.3% |
$895K - $1.07M
|
26.3K
$4.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
170+ 1545.45% |
$22.6K - $27K
|
181
$32.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 0.89% |
$6.66K - $7.94K
|
5.54K
$988K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-101- 5.45% |
$13.4K - $16K
|
1.75K
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
33New |
$4.39K - $5.24K
|
33
$5.89K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-300- 9.97% |
$39.9K - $47.6K
|
2.71K
$483K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-779- 24.32% |
$104K - $124K
|
2.42K
$432K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-148- 2.47% |
$19.7K - $23.5K
|
5.84K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.96K- 10.67% |
$261K - $312K
|
16.4K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.29K+ 7.13% |
$304K - $363K
|
34.3K
$6.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
67New |
$8.92K - $10.6K
|
67
$11.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4- 2.56% |
$533 - $635
|
152
$27.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.17K- 8.69% |
$288K - $344K
|
22.7K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
638+ 8.16% |
$85K - $101K
|
8.46K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-447- 9.61% |
$59.5K - $71K
|
4.2K
$750K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$133 - $159
|
1.67K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.05K- 7.73% |
$407K - $485K
|
36.4K
$6.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.46KNew |
$194K - $232K
|
1.46K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$133 - $159
|
4.38K
$781K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-115- 21.99% |
$15.3K - $18.3K
|
408
$72.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-345- 10.91% |
$45.9K - $54.8K
|
2.82K
$502K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-219- 10.98% |
$29.2K - $34.8K
|
1.78K
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$133 - $159
|
646
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-77K- 95.02% |
$10.2M - $12.2M
|
4.04K
$720K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-65- 3.13% |
$8.66K - $10.3K
|
2.02K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
38New |
$5.06K - $6.03K
|
38
$6.78K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
115New |
$15.3K - $18.3K
|
115
$20.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-442- 0.95% |
$58.9K - $70.2K
|
46.3K
$8.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85New |
$11.3K - $13.5K
|
85
$15.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
327New |
$43.5K - $51.9K
|
327
$58.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$2.4K - $2.86K
|
18
$3.21K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.48KNew |
$995K - $1.19M
|
7.48K
$1.33M
|