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 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-877- 21.92% |
$68K - $92.1K
|
3.12K
$457K
|
|
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
$1.49M
|
|
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
$147K
|
|
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
$644K
|
|
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
$980K
|
|
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
|
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
$2.45M
|
|
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
|
|
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
$424K
|
|
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
$644K
|
|
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
$381K
|
|
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
$1.44M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209New |
$20.9K - $24.5K
|
209
$30.6K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10New |
$1K - $1.17K
|
10
$1.46K
|
|
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
$137K
|