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 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 237.39% |
$1.86M - $2.09M
|
17.9K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-485- 8.2% |
$71.8K - $80.6K
|
5.43K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
379+ 37900.0% |
$56.1K - $63K
|
380
$71.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
770New |
$114K - $128K
|
770
$145K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.1KNew |
$459K - $515K
|
3.1K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-107- 2.42% |
$15.9K - $17.8K
|
4.31K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-44- 0.25% |
$6.52K - $7.31K
|
17.8K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$9.93K - $11.1K
|
67
$12.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-537- 4.37% |
$79.6K - $89.3K
|
11.8K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-112- 7.26% |
$16.6K - $18.6K
|
1.43K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-159- 4.48% |
$23.6K - $26.4K
|
3.39K
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
780+ 8.14% |
$116K - $130K
|
10.4K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.9K+ 5.97% |
$281K - $315K
|
33.7K
$6.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
60+ 65.22% |
$8.89K - $9.97K
|
152
$28.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.9K- 99.98% |
$3.24M - $3.63M
|
4
$755
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53+ 0.19% |
$7.85K - $8.81K
|
27.4K
$5.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
382+ 3.56% |
$56.6K - $63.5K
|
11.1K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.78% |
$5.33K - $5.98K
|
4.62K
$872K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
31+ 1.73% |
$4.59K - $5.15K
|
1.82K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
271+ 41.82% |
$40.1K - $45K
|
919
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
93+ 6.94% |
$13.8K - $15.5K
|
1.43K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.3KNew |
$192K - $215K
|
1.3K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
21New |
$3.11K - $3.49K
|
21
$3.96K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-565- 70.19% |
$83.7K - $93.9K
|
240
$45.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 3.05% |
$1.63K - $1.83K
|
350
$66K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
254+ 6.54% |
$37.6K - $42.2K
|
4.14K
$781K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
16New |
$2.37K - $2.66K
|
16
$3.02K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 7.69% |
$29.6K - $33.2K
|
2.4K
$453K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.28KClosed |
$304K - $363K
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
49New |
$6.52K - $7.78K
|
49
$9.25K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
392New |
$52.2K - $62.2K
|
392
$74K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-500- 19.65% |
$66.6K - $79.4K
|
2.04K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.66K- 2.87% |
$487K - $580K
|
124K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-120- 8.05% |
$16K - $19K
|
1.37K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-3.48K- 67.3% |
$464K - $553K
|
1.69K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-98.4K- 38.01% |
$13.1M - $15.6M
|
161K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100New |
$13.3K - $15.9K
|
100
$18.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.66KNew |
$620K - $739K
|
4.66K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
392New |
$52.2K - $62.2K
|
392
$74K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.28K- 68.09% |
$170K - $203K
|
600
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
245+ 81.67% |
$32.6K - $38.9K
|
545
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-52K- 99.55% |
$6.93M - $8.26M
|
233
$44K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
126New |
$16.8K - $20K
|
126
$23.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.1% |
$133 - $159
|
1.03K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
355New |
$47.3K - $56.3K
|
355
$67K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-33.3K- 11.32% |
$4.44M - $5.29M
|
261K
$49.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.76K- 10.33% |
$235K - $280K
|
15.3K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.03K+ 46.96% |
$137K - $163K
|
3.21K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
100+ 57.14% |
$13.3K - $15.9K
|
275
$51.9K
|
|