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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-321- 21.1% |
$37.7K - $43.8K
|
1.2K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.96KNew |
$231K - $268K
|
1.96K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.55KNew |
$182K - $211K
|
1.55K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
800New |
$94K - $109K
|
800
$142K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.41KNew |
$283K - $329K
|
2.41K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$7.05K - $8.2K
|
60
$10.6K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-814- 21.91% |
$95.6K - $111K
|
2.9K
$515K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
111New |
$13K - $15.2K
|
111
$19.7K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.9KNew |
$223K - $260K
|
1.9K
$337K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.35KNew |
$628K - $730K
|
5.35K
$949K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.49KNew |
$175K - $203K
|
1.49K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
74New |
$8.7K - $10.1K
|
74
$13.1K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
400+ 7.84% |
$47K - $54.6K
|
5.5K
$976K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$2.23K - $2.6K
|
19
$3.37K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63.2KNew |
$7.42M - $8.63M
|
63.2K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.28K- 20.6% |
$151K - $175K
|
4.95K
$878K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-4- 0.16% |
$470 - $546
|
2.44K
$433K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-125- 0.29% |
$14.7K - $17.1K
|
43K
$7.63M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$186K - $216K
|
1.58K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.73% |
$2.82K - $3.28K
|
3.29K
$584K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 73.33% |
$2.59K - $3K
|
8
$1.42K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.62K+ 39.34% |
$543K - $631K
|
16.4K
$2.91M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199- 5.83% |
$23.4K - $27.2K
|
3.21K
$570K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.73K+ 7.18% |
$203K - $236K
|
25.8K
$4.58M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160New |
$18.8K - $21.9K
|
160
$28.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-60- 3.4% |
$7.05K - $8.2K
|
1.71K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.68KNew |
$433K - $503K
|
3.68K
$654K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-64- 9.54% |
$7.52K - $8.74K
|
607
$108K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$1.88K - $2.19K
|
16
$2.84K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-520- 22.18% |
$61.1K - $71K
|
1.82K
$324K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
558New |
$65.6K - $76.2K
|
558
$99K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
520New |
$61.1K - $71K
|
520
$92.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$10.8K - $12.6K
|
92
$16.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
507+ 6.97% |
$59.6K - $69.3K
|
7.78K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31+ 0.35% |
$3.64K - $4.23K
|
8.94K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
348+ 15.5% |
$40.9K - $47.5K
|
2.59K
$460K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-22- 64.71% |
$2.59K - $3K
|
12
$2.13K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 60.0% |
$353 - $410
|
8
$1.42K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-355- 42.46% |
$41.7K - $48.5K
|
481
$85.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.33K- 29.85% |
$274K - $318K
|
5.48K
$972K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-19- 2.08% |
$2.23K - $2.6K
|
896
$159K
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
38New |
$4.47K - $5.19K
|
38
$6.74K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
51+ 2.77% |
$5.99K - $6.97K
|
1.9K
$336K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 60.0% |
$70.5K - $82K
|
400
$71K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13New |
$1.53K - $1.78K
|
13
$2.31K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
23New |
$2.7K - $3.14K
|
23
$4.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37New |
$4.35K - $5.05K
|
37
$6.56K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-24- 1.05% |
$2.82K - $3.28K
|
2.27K
$403K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.27K+ 109.31% |
$266K - $309K
|
4.34K
$770K
|