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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.02K+ 12.75% |
$125K - $177K
|
9.05K
$1.71M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 427.91% |
$216K - $305K
|
2.18K
$410K
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.65K- 6.71% |
$325K - $460K
|
36.9K
$6.96M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.3K- 8.52% |
$3.6M - $5.08M
|
315K
$59.5M
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.69K- 59.61% |
$330K - $466K
|
1.82K
$344K
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-108- 35.88% |
$13.2K - $18.7K
|
193
$36.4K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-617- 4.96% |
$75.6K - $107K
|
11.8K
$2.23M
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
2.57K+ 54.02% |
$315K - $445K
|
7.33K
$1.38M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.42K- 21.12% |
$174K - $246K
|
5.3K
$999K
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.16KNew |
$142K - $201K
|
1.16K
$219K
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-360- 14.29% |
$44.1K - $62.4K
|
2.16K
$408K
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
5.51K+ 272.52% |
$676K - $955K
|
7.54K
$1.42M
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
104+ 0.91% |
$12.7K - $18K
|
11.5K
$2.17M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-21.2K- 56.98% |
$2.6M - $3.67M
|
16K
$3.02M
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.83K+ 19.93% |
$347K - $490K
|
17K
$3.21M
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.2K+ 10.53% |
$1.74M - $2.46M
|
149K
$28.1M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.43K- 1.43% |
$665K - $940K
|
374K
$70.7M
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.06% |
$245 - $347
|
3.64K
$686K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.4K- 10.69% |
$661K - $935K
|
45.1K
$8.5M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
600+ 34.17% |
$73.5K - $104K
|
2.36K
$445K
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-3- 0.06% |
$368 - $520
|
4.95K
$933K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
68+ 1.36% |
$8.33K - $11.8K
|
5.06K
$955K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
99+ 7.63% |
$12.1K - $17.2K
|
1.4K
$264K
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.05% |
$368 - $520
|
6.27K
$1.18M
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.24K- 18.68% |
$152K - $216K
|
5.42K
$1.02M
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-21- 0.63% |
$2.57K - $3.64K
|
3.31K
$624K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.42KNew |
$174K - $246K
|
1.42K
$268K
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.04% |
$245 - $347
|
4.92K
$929K
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
125+ 3.39% |
$15.3K - $21.7K
|
3.81K
$719K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 22.61% |
$142K - $201K
|
6.29K
$1.19M
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-176- 11.13% |
$21.6K - $30.5K
|
1.41K
$265K
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
54KNew |
$6.61M - $9.35M
|
54K
$10.2M
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.21KNew |
$148K - $209K
|
1.21K
$228K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.57K- 16.68% |
$560K - $791K
|
22.8K
$4.3M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28K+ 9.8% |
$3.44M - $4.86M
|
314K
$59.3M
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.54K- 3.22% |
$311K - $439K
|
76.2K
$14.4M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
179+ 0.71% |
$21.9K - $31K
|
25.5K
$4.81M
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-360- 1.92% |
$44.1K - $62.4K
|
18.4K
$3.47M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
277+ 5.78% |
$34K - $48K
|
5.07K
$957K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
495+ 0.15% |
$60.7K - $85.8K
|
328K
$61.8M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.2K- 3.44% |
$2.97M - $4.2M
|
679K
$128M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.2K+ 6.87% |
$2.23M - $3.15M
|
283K
$53.3M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.3K- 5.5% |
$1.14M - $1.61M
|
160K
$30.1M
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.66KNew |
$203K - $288K
|
1.66K
$313K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.06K- 59.34% |
$374K - $529K
|
2.09K
$395K
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
391K+ 126.44% |
$48M - $67.8M
|
701K
$132M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.1K+ 7.55% |
$134K - $190K
|
15.6K
$2.94M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.06K+ 28.6% |
$130K - $184K
|
4.77K
$900K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-154- 6.36% |
$18.9K - $26.7K
|
2.27K
$428K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
995+ 4.41% |
$122K - $172K
|
23.6K
$4.44M
|