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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-630- 9.63% |
$65.1K - $71.6K
|
5.91K
$1.01M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-123- 3.75% |
$12.7K - $14K
|
3.16K
$542K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-260- 50.0% |
$26.9K - $29.6K
|
260
$44.6K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 2.97% |
$8.27K - $9.09K
|
2.61K
$448K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-66Closed |
$6.82K - $7.5K
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-82- 0.3% |
$8.48K - $9.32K
|
27.7K
$4.74M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$414 - $455
|
4
$686
|
|
Q2 2023 | |||||||
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 83.33% |
$1.33K - $1.64K
|
3
$514
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400New |
$35.5K - $43.7K
|
400
$68.6K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.8K+ 539.91% |
$337K - $416K
|
4.51K
$772K
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.41KNew |
$214K - $263K
|
2.41K
$413K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6KNew |
$532K - $656K
|
6K
$1.03M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-29- 1.21% |
$2.57K - $3.17K
|
2.36K
$404K
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.25KNew |
$200K - $246K
|
2.25K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.91KNew |
$169K - $209K
|
1.91K
$327K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183New |
$16.2K - $20K
|
183
$31.4K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
53+ 0.84% |
$4.7K - $5.8K
|
6.37K
$1.09M
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$343K
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.15KNew |
$279K - $344K
|
3.15K
$539K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-470- 16.79% |
$41.7K - $51.4K
|
2.33K
$399K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3+ 0.03% |
$266 - $328
|
9.68K
$1.66M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 35.45% |
$3.46K - $4.27K
|
149
$25.5K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.88KNew |
$166K - $205K
|
1.88K
$322K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$177 - $219
|
2
$343
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
414+ 51.75% |
$36.7K - $45.3K
|
1.21K
$208K
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$343K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
619+ 13.8% |
$54.9K - $67.7K
|
5.1K
$875K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 49.76% |
$848K - $1.05M
|
9.66K
$1.66M
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-300- 4.69% |
$26.6K - $32.8K
|
6.1K
$1.05M
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
967New |
$85.8K - $106K
|
967
$166K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.02K+ 42.64% |
$179K - $221K
|
6.75K
$1.16M
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.58% |
$5.5K - $6.78K
|
10.7K
$1.83M
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.31KNew |
$205K - $252K
|
2.31K
$395K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
39New |
$3.46K - $4.27K
|
39
$6.68K
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$391K - $483K
|
4.41K
$756K
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-359- 12.79% |
$31.8K - $39.3K
|
2.45K
$420K
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
41+ 8.22% |
$3.64K - $4.48K
|
540
$92.5K
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.22K- 6.97% |
$108K - $133K
|
16.2K
$2.78M
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.89KNew |
$168K - $207K
|
1.89K
$324K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$343K
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$343K
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
6.3KNew |
$559K - $689K
|
6.3K
$1.08M
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$4.17K - $5.14K
|
47
$8.05K
|
|
Q1 2023 | |||||||
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-162Closed |
$11.8K - $15K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21.1K+ 320.2% |
$1.53M - $1.96M
|
27.7K
$4.75M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62KNew |
$118K - $151K
|
1.62K
$278K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
400+ 11.56% |
$29K - $37.1K
|
3.86K
$662K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-83- 15.87% |
$6.02K - $7.7K
|
440
$75.4K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
215+ 70.26% |
$15.6K - $20K
|
521
$89.3K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-55- 0.19% |
$3.99K - $5.1K
|
29.3K
$5.01M
|