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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-94- 1.24% |
$12.5K - $14.9K
|
7.47K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-83K- 1.8% |
$11M - $13.2M
|
4.52M
$718M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 19.35% |
$299K - $356K
|
13.8K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.76K- 10.33% |
$235K - $280K
|
15.3K
$2.43M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
345New |
$45.9K - $54.8K
|
345
$54.8K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
656+ 8.33% |
$87.4K - $104K
|
8.53K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10K+ 61.54% |
$1.34M - $1.59M
|
26.3K
$4.18M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
73+ 1.88% |
$9.72K - $11.6K
|
3.96K
$629K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
812+ 5.87% |
$108K - $129K
|
14.7K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1K+ 9.68% |
$133K - $159K
|
11.4K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
22.7K+ 84.13% |
$3.02M - $3.6M
|
49.6K
$7.88M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-92- 0.47% |
$12.3K - $14.6K
|
19.3K
$3.07M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.3% |
$13.3K - $15.9K
|
33.6K
$5.33M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.27K+ 18.59% |
$568K - $677K
|
27.2K
$4.32M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.7KNew |
$2.63M - $3.13M
|
19.7K
$3.13M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.48KNew |
$197K - $235K
|
1.48K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.62K- 41.03% |
$748K - $892K
|
8.08K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.79K- 3.54% |
$504K - $601K
|
103K
$16.4M
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-518- 15.44% |
$69K - $82.2K
|
2.84K
$451K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-502- 18.53% |
$66.8K - $79.7K
|
2.21K
$350K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
22+ 0.91% |
$2.93K - $3.49K
|
2.44K
$388K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.03K+ 46.96% |
$137K - $163K
|
3.21K
$510K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-238- 0.77% |
$31.7K - $37.8K
|
30.7K
$4.88M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-295- 2.56% |
$39.3K - $46.8K
|
11.2K
$1.79M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.74K- 4.94% |
$497K - $593K
|
71.9K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
100+ 57.14% |
$13.3K - $15.9K
|
275
$43.7K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57K+ 30.59% |
$7.59M - $9.05M
|
243K
$38.6M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
569+ 39.21% |
$75.8K - $90.3K
|
2.02K
$321K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.5K- 8.85% |
$4.86M - $5.79M
|
375K
$59.6M
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
107+ 0.57% |
$14.2K - $17K
|
18.9K
$3.01M
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.32K+ 15.64% |
$308K - $368K
|
17.1K
$2.72M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
266K+ 41.49% |
$35.4M - $42.2M
|
907K
$144M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
30.5KNew |
$4.06M - $4.84M
|
30.5K
$4.84M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.8KNew |
$2.1M - $2.51M
|
15.8K
$2.51M
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.19K+ 3.63% |
$291K - $347K
|
62.5K
$9.92M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
81+ 2.86% |
$10.8K - $12.9K
|
2.91K
$462K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-242- 1.68% |
$32.2K - $38.4K
|
14.2K
$2.25M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.72K+ 18.25% |
$362K - $431K
|
17.6K
$2.8M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.66K+ 24.95% |
$754K - $898K
|
28.3K
$4.5M
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-28- 0.69% |
$3.73K - $4.44K
|
4.01K
$636K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.76K+ 289.39% |
$1.3M - $1.55M
|
13.1K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.44K- 1.64% |
$724K - $863K
|
325K
$51.6M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.77K+ 12.26% |
$503K - $599K
|
34.5K
$5.48M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22K+ 135.39% |
$295K - $352K
|
3.85K
$611K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.82KNew |
$376K - $448K
|
2.82K
$448K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.81K- 90.07% |
$773K - $921K
|
640
$102K
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
SELL
|
- |
-275- 2.28% |
$36.6K - $43.7K
|
11.8K
$1.87M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.26K+ 35.34% |
$1.1M - $1.31M
|
31.6K
$5.02M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.62KNew |
$216K - $257K
|
1.62K
$257K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 11.02% |
$139K - $166K
|
10.6K
$1.68M
|