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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
31.6KNew |
$2.26M - $2.58M
|
31.6K
$5.41M
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.96K- 16.11% |
$140K - $160K
|
10.2K
$1.75M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.7KNew |
$766K - $876K
|
10.7K
$1.84M
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
7New |
$501 - $572
|
7
$1.2K
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5- 0.02% |
$358 - $409
|
20K
$3.43M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$105K - $120K
|
1.46K
$251K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
775+ 27.68% |
$55.4K - $63.3K
|
3.58K
$613K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.4KNew |
$243K - $278K
|
3.4K
$583K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
108New |
$7.72K - $8.83K
|
108
$18.5K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
16New |
$1.14K - $1.31K
|
16
$2.74K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.0% |
$71.5 - $81.7
|
24.2K
$4.15M
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
47.6KNew |
$3.41M - $3.89M
|
47.6K
$8.16M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
57New |
$4.08K - $4.66K
|
57
$9.77K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$215 - $245
|
3
$514
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-6.12K- 22.05% |
$438K - $500K
|
21.6K
$3.71M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$1.24M - $1.41M
|
17.3K
$2.97M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
151New |
$10.8K - $12.3K
|
151
$25.9K
|
|
Q3 2022 | |||||||
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-590Closed |
$43.3K - $55.8K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
3.4KNew |
$249K - $321K
|
3.4K
$583K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-37.6K- 98.57% |
$2.76M - $3.55M
|
544
$93.2K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
846New |
$62.1K - $79.9K
|
846
$145K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-78.1K- 47.82% |
$5.73M - $7.38M
|
85.2K
$14.6M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-164- 35.27% |
$12K - $15.5K
|
301
$51.6K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-790- 11.1% |
$58K - $74.7K
|
6.32K
$1.08M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
524+ 2.42% |
$38.4K - $49.5K
|
22.2K
$3.8M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.07% |
$147 - $189
|
2.74K
$469K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$220 - $284
|
3
$514
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-360- 0.9% |
$26.4K - $34K
|
39.8K
$6.82M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
14+ 9.79% |
$1.03K - $1.32K
|
157
$26.9K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.72K- 52.11% |
$126K - $162K
|
1.58K
$270K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-298- 1.11% |
$21.9K - $28.2K
|
26.5K
$4.55M
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.46KNew |
$327K - $421K
|
4.46K
$764K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-250- 71.43% |
$18.3K - $23.6K
|
100
$17.1K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-198- 0.64% |
$14.5K - $18.7K
|
30.7K
$5.26M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.87K- 10.7% |
$137K - $176K
|
15.6K
$2.67M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
432New |
$31.7K - $40.8K
|
432
$74K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.31K- 10.66% |
$102K - $138K
|
11K
$1.88M
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
44New |
$3.41K - $4.62K
|
44
$7.54K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$965K - $1.31M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 1.72% |
$775 - $1.05K
|
590
$101K
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-12.8KClosed |
$989K - $1.34M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2+ 0.02% |
$155 - $210
|
9.56K
$1.64M
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.8KClosed |
$217K - $294K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
788New |
$61.1K - $82.8K
|
788
$135K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.5KClosed |
$194K - $262K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.13K- 48.66% |
$243K - $329K
|
3.3K
$566K
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-400Closed |
$31K - $42K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.22KNew |
$172K - $234K
|
2.22K
$381K
|