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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 33.33% |
$111K - $136K
|
2.2K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.43KNew |
$246K - $300K
|
2.43K
$384K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-854- 1.14% |
$86.5K - $105K
|
74.3K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.69K+ 28.78% |
$475K - $578K
|
21K
$3.31M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.74KNew |
$176K - $215K
|
1.74K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48New |
$4.86K - $5.92K
|
48
$7.58K
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-120- 3.85% |
$12.2K - $14.8K
|
3K
$474K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.98KNew |
$403K - $491K
|
3.98K
$628K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-28.7K- 99.98% |
$2.91M - $3.54M
|
5
$790
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-82- 0.49% |
$8.31K - $10.1K
|
16.7K
$2.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
88New |
$8.92K - $10.9K
|
88
$13.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-400- 16.37% |
$40.5K - $49.3K
|
2.04K
$323K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-294- 14.98% |
$29.8K - $36.3K
|
1.67K
$263K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-40- 1.23% |
$4.05K - $4.93K
|
3.2K
$505K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.32KNew |
$438K - $533K
|
4.32K
$683K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-729- 24.23% |
$73.9K - $89.9K
|
2.28K
$360K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62.4K+ 35.52% |
$6.32M - $7.7M
|
238K
$37.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.69K+ 12.78% |
$171K - $208K
|
14.9K
$2.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
334+ 54.31% |
$33.8K - $41.2K
|
949
$150K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-728- 23.35% |
$73.8K - $89.8K
|
2.39K
$377K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
130New |
$13.4K - $14.8K
|
130
$20.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$63.2K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
21.6KNew |
$2.23M - $2.45M
|
21.6K
$3.4M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-831- 19.65% |
$85.9K - $94.5K
|
3.4K
$536K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$198K - $217K
|
1.91K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-61.7K- 46.23% |
$6.38M - $7.01M
|
71.7K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-160- 7.01% |
$16.5K - $18.2K
|
2.12K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-444- 13.93% |
$45.9K - $50.5K
|
2.74K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$289K - $318K
|
2.8K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
31New |
$3.21K - $3.52K
|
31
$4.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
285+ 9.19% |
$29.5K - $32.4K
|
3.39K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-38- 3.95% |
$3.93K - $4.32K
|
924
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
57.6KNew |
$5.96M - $6.55M
|
57.6K
$9.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-560- 5.73% |
$57.9K - $63.7K
|
9.22K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.36K- 18.98% |
$140K - $154K
|
5.8K
$915K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$517 - $568
|
5
$790
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.35% |
$3.1K - $3.41K
|
2.26K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
68New |
$7.03K - $7.73K
|
68
$10.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.22K+ 369.09% |
$126K - $138K
|
1.55K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.75KNew |
$388K - $426K
|
3.75K
$592K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
412New |
$42.6K - $46.8K
|
412
$65.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
55.2KNew |
$5.7M - $6.27M
|
55.2K
$8.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$63.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.41% |
$1.03K - $1.14K
|
2.43K
$383K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150K- 48.98% |
$15.5M - $17M
|
156K
$24.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-37- 1.33% |
$3.83K - $4.21K
|
2.74K
$432K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40- 20.0% |
$4.14K - $4.55K
|
160
$25.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.51K- 37.62% |
$156K - $171K
|
2.5K
$395K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
381New |
$39.4K - $43.3K
|
381
$60.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.45KNew |
$357K - $393K
|
3.45K
$545K
|
|