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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-250- 2.29% |
$19.4K - $26.3K
|
10.7K
$1.69M
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1K- 24.65% |
$77.5K - $105K
|
3.06K
$485K
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$169K - $228K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-49- 1.58% |
$3.8K - $5.15K
|
3.04K
$483K
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1KNew |
$77.5K - $105K
|
1K
$159K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.02KClosed |
$79.4K - $108K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-580Closed |
$45K - $60.9K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
316+ 4.74% |
$24.5K - $33.2K
|
6.98K
$1.11M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.34K- 46.6% |
$181K - $246K
|
2.68K
$426K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.1KClosed |
$163K - $221K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.94KNew |
$383K - $519K
|
4.94K
$784K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-14.4KClosed |
$1.11M - $1.51M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
260New |
$20.2K - $27.3K
|
260
$41.3K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-6.4K- 56.0% |
$496K - $672K
|
5.03K
$798K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-292- 73.92% |
$22.6K - $30.7K
|
103
$16.4K
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-44- 1.46% |
$3.41K - $4.62K
|
2.96K
$470K
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-4.56KClosed |
$353K - $479K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.81K- 73.47% |
$295K - $400K
|
1.38K
$218K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-444- 11.3% |
$34.4K - $46.6K
|
3.48K
$553K
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-120- 4.2% |
$9.3K - $12.6K
|
2.74K
$435K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-170Closed |
$13.2K - $17.9K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$1.55K - $2.1K
|
20
$3.18K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
60New |
$4.65K - $6.3K
|
60
$9.53K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.09KNew |
$239K - $324K
|
3.09K
$490K
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-2.1KClosed |
$163K - $221K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.61K- 4.14% |
$125K - $169K
|
37.3K
$5.92M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.19K- 4.6% |
$91.9K - $124K
|
24.6K
$3.9M
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-877- 21.92% |
$68K - $92.1K
|
3.12K
$496K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-897- 8.11% |
$69.5K - $94.2K
|
10.2K
$1.61M
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-126Closed |
$9.77K - $13.2K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.67KClosed |
$207K - $281K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-87- 7.98% |
$6.75K - $9.14K
|
1K
$159K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.97KClosed |
$153K - $207K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-1.61KClosed |
$147K - $186K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-14KClosed |
$1.27M - $1.61M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.81KClosed |
$164K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
137+ 3.21% |
$12.4K - $15.8K
|
4.4K
$699K
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-106KClosed |
$9.6M - $12.2M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.93KClosed |
$175K - $223K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.81KClosed |
$437K - $555K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-107Closed |
$9.71K - $12.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.7KNew |
$608K - $773K
|
6.7K
$1.06M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.88KClosed |
$171K - $217K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-212Closed |
$19.2K - $24.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-40- 0.32% |
$3.63K - $4.62K
|
12.6K
$2M
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$1.04M - $1.32M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16.8KNew |
$1.52M - $1.93M
|
16.8K
$2.66M
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-560Closed |
$50.8K - $64.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-2.66KClosed |
$242K - $307K
|
0
$0
|