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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.41KNew |
$214K - $263K
|
2.41K
$374K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6KNew |
$532K - $656K
|
6K
$931K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-29- 1.21% |
$2.57K - $3.17K
|
2.36K
$366K
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.25KNew |
$200K - $246K
|
2.25K
$349K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3KNew |
$266K - $328K
|
3K
$466K
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-700- 6.48% |
$62.1K - $76.6K
|
10.1K
$1.57M
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.91KNew |
$169K - $209K
|
1.91K
$296K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183New |
$16.2K - $20K
|
183
$28.4K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
53+ 0.84% |
$4.7K - $5.8K
|
6.37K
$988K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.85KNew |
$164K - $202K
|
1.85K
$287K
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$310K
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.15KNew |
$279K - $344K
|
3.15K
$488K
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.93KNew |
$171K - $211K
|
1.93K
$300K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.2KNew |
$107K - $132K
|
1.2K
$187K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
156+ 8.02% |
$13.8K - $17.1K
|
2.1K
$326K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-470- 16.79% |
$41.7K - $51.4K
|
2.33K
$362K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3+ 0.03% |
$266 - $328
|
9.68K
$1.5M
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
153+ 17.92% |
$13.6K - $16.7K
|
1.01K
$156K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.54KNew |
$226K - $278K
|
2.54K
$395K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-50- 94.34% |
$4.43K - $5.47K
|
3
$466
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
764+ 5.83% |
$67.8K - $83.6K
|
13.9K
$2.15M
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.72% |
$17.7K - $21.9K
|
11.5K
$1.78M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 35.45% |
$3.46K - $4.27K
|
149
$23.1K
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
2.62KNew |
$233K - $287K
|
2.62K
$407K
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$184K - $227K
|
2.08K
$323K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.88KNew |
$166K - $205K
|
1.88K
$291K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$177 - $219
|
2
$310
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
414+ 51.75% |
$36.7K - $45.3K
|
1.21K
$188K
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$310K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
619+ 13.8% |
$54.9K - $67.7K
|
5.1K
$792K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 49.76% |
$848K - $1.05M
|
9.66K
$1.5M
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-300- 4.69% |
$26.6K - $32.8K
|
6.1K
$947K
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
1.95KNew |
$173K - $214K
|
1.95K
$303K
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
967New |
$85.8K - $106K
|
967
$150K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.02K+ 42.64% |
$179K - $221K
|
6.75K
$1.05M
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.58% |
$5.5K - $6.78K
|
10.7K
$1.66M
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.31KNew |
$205K - $252K
|
2.31K
$358K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
39New |
$3.46K - $4.27K
|
39
$6.05K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
14.2KNew |
$1.26M - $1.55M
|
14.2K
$2.2M
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$391K - $483K
|
4.41K
$685K
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-359- 12.79% |
$31.8K - $39.3K
|
2.45K
$380K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.97KNew |
$175K - $216K
|
1.97K
$306K
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
41+ 8.22% |
$3.64K - $4.48K
|
540
$83.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
495New |
$43.9K - $54.1K
|
495
$76.8K
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.22K- 6.97% |
$108K - $133K
|
16.2K
$2.52M
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.89KNew |
$168K - $207K
|
1.89K
$293K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.92KNew |
$171K - $210K
|
1.92K
$299K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$310K
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$310K
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
6.3KNew |
$559K - $689K
|
6.3K
$978K
|