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 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.54KClosed |
$503K - $639K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.87KClosed |
$170K - $216K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-317- 9.85% |
$28.8K - $36.6K
|
2.9K
$458K
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-360Closed |
$32.7K - $41.5K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-19Closed |
$1.72K - $2.19K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-141Closed |
$12.8K - $16.3K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10Closed |
$908 - $1.15K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.92KClosed |
$174K - $221K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.76KClosed |
$160K - $203K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.4KNew |
$399K - $508K
|
4.4K
$695K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.1KClosed |
$554K - $704K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.92KClosed |
$447K - $568K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5KClosed |
$454K - $577K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2KClosed |
$182K - $231K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-15.3K- 85.49% |
$1.39M - $1.77M
|
2.6K
$411K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-165Closed |
$15K - $19K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-358Closed |
$32.5K - $41.3K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.86KClosed |
$259K - $330K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.59KClosed |
$235K - $299K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.82KClosed |
$165K - $210K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.87KClosed |
$170K - $216K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-3KClosed |
$272K - $346K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-130Closed |
$11.8K - $15K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
9.83KNew |
$984K - $1.15M
|
9.83K
$1.55M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209New |
$20.9K - $24.5K
|
209
$33K
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.42KNew |
$442K - $518K
|
4.42K
$698K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10New |
$1K - $1.17K
|
10
$1.58K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-320Closed |
$32K - $37.5K
|
0
$0
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2- 0.21% |
$200 - $234
|
938
$148K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$10K - $11.7K
|
100
$15.8K
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
71New |
$7.11K - $8.31K
|
71
$11.2K
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
20New |
$2K - $2.34K
|
20
$3.16K
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.14KClosed |
$814K - $953K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-16.1KClosed |
$1.61M - $1.88M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-60Closed |
$6.01K - $7.03K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
154K+ 362.4% |
$15.4M - $18.1M
|
197K
$31.1M
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
106New |
$10.6K - $12.4K
|
106
$16.7K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4KNew |
$400K - $468K
|
4K
$632K
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-8.4KClosed |
$841K - $984K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.68KNew |
$669K - $782K
|
6.68K
$1.05M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.61KClosed |
$461K - $540K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-720Closed |
$72.1K - $84.3K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-20.9KClosed |
$2.09M - $2.44M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.28KClosed |
$328K - $384K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.5K- 14.29% |
$150K - $176K
|
9K
$1.42M
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
800+ 27.97% |
$80.1K - $93.7K
|
3.66K
$578K
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-580Closed |
$58.1K - $67.9K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
96New |
$9.61K - $11.2K
|
96
$15.2K
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-18.9KClosed |
$1.9M - $2.22M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4.79KClosed |
$479K - $560K
|
0
$0
|