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, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
6.3KNew |
$559K - $689K
|
6.3K
$1.19M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$4.17K - $5.14K
|
47
$8.87K
|
|
| 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
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62KNew |
$118K - $151K
|
1.62K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
400+ 11.56% |
$29K - $37.1K
|
3.86K
$728K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-83- 15.87% |
$6.02K - $7.7K
|
440
$83K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
215+ 70.26% |
$15.6K - $20K
|
521
$98.3K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-55- 0.19% |
$3.99K - $5.1K
|
29.3K
$5.52M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
31New |
$2.25K - $2.88K
|
31
$5.85K
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
47.9KNew |
$3.47M - $4.45M
|
47.9K
$9.04M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.3K+ 0.37% |
$94.2K - $121K
|
356K
$67.3M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.99K- 11.74% |
$507K - $649K
|
52.6K
$9.92M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
72New |
$5.22K - $6.68K
|
72
$13.6K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
718New |
$52.1K - $66.6K
|
718
$135K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
386New |
$28K - $35.8K
|
386
$72.8K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
595New |
$43.2K - $55.2K
|
595
$112K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
692KNew |
$50.2M - $64.2M
|
692K
$131M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
332New |
$24.1K - $30.8K
|
332
$62.6K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
321New |
$23.3K - $29.8K
|
321
$60.6K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-342- 13.05% |
$24.8K - $31.7K
|
2.28K
$430K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
160New |
$11.6K - $14.8K
|
160
$30.2K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.24KNew |
$162K - $208K
|
2.24K
$422K
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.2KNew |
$377K - $483K
|
5.2K
$981K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
207New |
$15K - $19.2K
|
207
$39.1K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10New |
$725 - $928
|
10
$1.89K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-199- 2.82% |
$14.4K - $18.5K
|
6.85K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-1.78K- 16.18% |
$129K - $165K
|
9.2K
$1.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
2.61KNew |
$189K - $242K
|
2.61K
$493K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.84K- 50.86% |
$351K - $450K
|
4.68K
$883K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
206+ 4.9% |
$14.9K - $19.1K
|
4.41K
$831K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.29K+ 33.65% |
$93.3K - $119K
|
5.11K
$964K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
27New |
$1.96K - $2.51K
|
27
$5.09K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.46KNew |
$178K - $228K
|
2.46K
$463K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
240+ 54.92% |
$17.4K - $22.3K
|
677
$128K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-23- 7.03% |
$1.67K - $2.13K
|
304
$57.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-2.83K- 12.73% |
$205K - $263K
|
19.4K
$3.66M
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
2.68KNew |
$195K - $249K
|
2.68K
$506K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 2.04% |
$14.5K - $18.6K
|
9.6K
$1.81M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
36.9KNew |
$2.68M - $3.43M
|
36.9K
$6.97M
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.2KNew |
$229K - $262K
|
3.2K
$604K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
681New |
$48.7K - $55.7K
|
681
$128K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.7KNew |
$837K - $957K
|
11.7K
$2.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
84New |
$6.01K - $6.86K
|
84
$15.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
153New |
$10.9K - $12.5K
|
153
$28.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.9K- 41.02% |
$279K - $318K
|
5.6K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.94K- 20.09% |
$211K - $241K
|
11.7K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.4% |
$286 - $327
|
1.01K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.52KNew |
$395K - $451K
|
5.52K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$344K - $393K
|
4.81K
$908K
|
|