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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
91+ 84.26% |
$13.5K - $15.1K
|
199
$32.2K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.92% |
$6.81K - $7.65K
|
5.06K
$819K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8.58KNew |
$1.27M - $1.43M
|
8.58K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-12- 0.12% |
$1.78K - $1.99K
|
9.69K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.91K+ 16.92% |
$283K - $317K
|
13.2K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-76- 0.51% |
$11.3K - $12.6K
|
14.8K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.11K+ 24.23% |
$905K - $1.02M
|
31.3K
$5.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53+ 0.19% |
$7.85K - $8.81K
|
27.4K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
233+ 16.15% |
$34.5K - $38.7K
|
1.68K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.25K+ 11.22% |
$185K - $207K
|
12.4K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-296- 0.58% |
$43.8K - $49.2K
|
50.9K
$8.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-9- 0.01% |
$1.33K - $1.5K
|
110K
$17.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52.8KNew |
$7.82M - $8.78M
|
52.8K
$8.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
113+ 3.9% |
$16.7K - $18.8K
|
3.01K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 16.76% |
$190K - $214K
|
8.95K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-551- 8.02% |
$81.6K - $91.6K
|
6.32K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
382+ 3.56% |
$56.6K - $63.5K
|
11.1K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-141- 0.65% |
$20.9K - $23.4K
|
21.5K
$3.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.4K+ 2.01% |
$2.72M - $3.06M
|
932K
$151M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
356+ 7.88% |
$52.7K - $59.2K
|
4.88K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-155- 0.21% |
$23K - $25.8K
|
74.6K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400+ 2.13% |
$59.3K - $66.5K
|
19.2K
$3.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-430- 23.98% |
$63.7K - $71.5K
|
1.36K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.92K+ 53.82% |
$729K - $818K
|
14.1K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.78% |
$5.33K - $5.98K
|
4.62K
$748K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
31+ 1.73% |
$4.59K - $5.15K
|
1.82K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
271+ 41.82% |
$40.1K - $45K
|
919
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.26K- 33.91% |
$187K - $209K
|
2.46K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-297- 3.08% |
$44K - $49.4K
|
9.35K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.34K+ 49.81% |
$198K - $222K
|
4.02K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-434- 4.19% |
$64.3K - $72.1K
|
9.93K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.96K+ 15.05% |
$734K - $824K
|
37.9K
$6.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
93+ 6.94% |
$13.8K - $15.5K
|
1.43K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.3KNew |
$192K - $215K
|
1.3K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-603- 1.83% |
$89.3K - $100K
|
32.3K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
14+ 0.89% |
$2.07K - $2.33K
|
1.58K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$192K - $215K
|
1.29K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-931- 1.75% |
$138K - $155K
|
52.3K
$8.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
21New |
$3.11K - $3.49K
|
21
$3.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.13K+ 24.93% |
$316K - $355K
|
10.7K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.04K- 5.51% |
$599K - $672K
|
69.3K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.09K- 2.6% |
$458K - $514K
|
116K
$18.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-565- 70.19% |
$83.7K - $93.9K
|
240
$38.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
673+ 9.0% |
$99.7K - $112K
|
8.15K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
298+ 0.57% |
$44.1K - $49.5K
|
52.6K
$8.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$444 - $499
|
3
$486
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-305- 12.78% |
$45.2K - $50.7K
|
2.08K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
570+ 18.55% |
$84.4K - $94.8K
|
3.64K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 2.5% |
$593 - $665
|
164
$26.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-999- 17.54% |
$148K - $166K
|
4.7K
$760K
|