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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-114- 7.48% |
$14.2K - $17.5K
|
1.41K
$266K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.54KNew |
$192K - $237K
|
1.54K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1K- 33.97% |
$125K - $154K
|
1.95K
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
978New |
$122K - $150K
|
978
$185K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
284+ 18.61% |
$35.4K - $43.6K
|
1.81K
$342K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.35KNew |
$168K - $207K
|
1.35K
$254K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120- 1.24% |
$15K - $18.4K
|
9.58K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10KNew |
$1.25M - $1.54M
|
10K
$1.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38New |
$4.74K - $5.83K
|
38
$7.17K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$6.49K - $7.98K
|
52
$9.81K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19New |
$2.37K - $2.92K
|
19
$3.58K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$5.66K
|
|
| Q1 2024 | |||||||
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.87KNew |
$455K - $529K
|
3.87K
$730K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
17New |
$2K - $2.32K
|
17
$3.21K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
134+ 7.61% |
$15.7K - $18.3K
|
1.89K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
57.6KNew |
$6.77M - $7.87M
|
57.6K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-505- 23.87% |
$59.3K - $69K
|
1.61K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 4.92% |
$1.22M - $1.41M
|
221K
$41.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
112K+ 63.66% |
$13.1M - $15.3M
|
287K
$54.2M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
255+ 4.62% |
$30K - $34.8K
|
5.77K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$42.3K - $49.2K
|
360
$67.9K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
38.2K+ 106.22% |
$4.49M - $5.22M
|
74.2K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.2KNew |
$376K - $437K
|
3.2K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-321- 21.1% |
$37.7K - $43.8K
|
1.2K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.55KNew |
$182K - $211K
|
1.55K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
800New |
$94K - $109K
|
800
$151K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.41KNew |
$283K - $329K
|
2.41K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$7.05K - $8.2K
|
60
$11.3K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-814- 21.91% |
$95.6K - $111K
|
2.9K
$548K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
111New |
$13K - $15.2K
|
111
$20.9K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.9KNew |
$223K - $260K
|
1.9K
$358K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.35KNew |
$628K - $730K
|
5.35K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.49KNew |
$175K - $203K
|
1.49K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
74New |
$8.7K - $10.1K
|
74
$14K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$2.23K - $2.6K
|
19
$3.58K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63.2KNew |
$7.42M - $8.63M
|
63.2K
$11.9M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.28K- 20.6% |
$151K - $175K
|
4.95K
$934K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-4- 0.16% |
$470 - $546
|
2.44K
$461K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-125- 0.29% |
$14.7K - $17.1K
|
43K
$8.12M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$186K - $216K
|
1.58K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.73% |
$2.82K - $3.28K
|
3.29K
$621K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$354K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.62K+ 39.34% |
$543K - $631K
|
16.4K
$3.09M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199- 5.83% |
$23.4K - $27.2K
|
3.21K
$606K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.73K+ 7.18% |
$203K - $236K
|
25.8K
$4.87M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160New |
$18.8K - $21.9K
|
160
$30.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-60- 3.4% |
$7.05K - $8.2K
|
1.71K
$322K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.68KNew |
$433K - $503K
|
3.68K
$695K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-64- 9.54% |
$7.52K - $8.74K
|
607
$115K
|
|