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 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-910K- 94.57% |
$114M - $140M
|
52.3K
$8.11M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-163- 0.88% |
$20.3K - $25K
|
18.4K
$2.85M
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-3.3K- 43.71% |
$412K - $506K
|
4.25K
$660K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.7K+ 46.05% |
$586K - $721K
|
14.9K
$2.31M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.22% |
$125 - $153
|
460
$71.4K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
24.9KNew |
$3.11M - $3.82M
|
24.9K
$3.87M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.47K+ 5.52% |
$1.18M - $1.45M
|
181K
$28.1M
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-71- 0.69% |
$8.86K - $10.9K
|
10.2K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$238K - $293K
|
1.91K
$296K
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.46KNew |
$182K - $224K
|
1.46K
$226K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.96K+ 4.22% |
$244K - $300K
|
48.3K
$7.5M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 0.66% |
$1.87K - $2.3K
|
2.29K
$355K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.6K+ 12.19% |
$6.43M - $7.92M
|
475K
$73.7M
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.65K+ 25.62% |
$330K - $406K
|
13K
$2.01M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.74K+ 5.05% |
$467K - $574K
|
77.8K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-102K- 7.57% |
$12.7M - $15.6M
|
1.24M
$193M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 4.74% |
$1.44M - $1.77M
|
232K
$36.1M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16- 0.38% |
$2K - $2.46K
|
4.21K
$653K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
937+ 40.39% |
$117K - $144K
|
3.26K
$505K
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.43KNew |
$179K - $220K
|
1.43K
$222K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-26- 1.0% |
$3.24K - $3.99K
|
2.58K
$400K
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-411- 10.14% |
$51.3K - $63.1K
|
3.64K
$566K
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.23KNew |
$279K - $343K
|
2.23K
$347K
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
40+ 0.64% |
$4.99K - $6.14K
|
6.27K
$973K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.03K- 9.36% |
$253K - $311K
|
19.6K
$3.04M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
127KNew |
$15.9M - $19.6M
|
127K
$19.8M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.06% |
$624 - $767
|
8.06K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.05K+ 9.62% |
$256K - $315K
|
23.4K
$3.63M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-260- 5.13% |
$32.4K - $39.9K
|
4.8K
$746K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.35K- 10.6% |
$168K - $207K
|
11.4K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17.7K+ 1175.02% |
$2.21M - $2.71M
|
19.2K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28+ 1.01% |
$3.49K - $4.3K
|
2.81K
$437K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-841- 3.45% |
$105K - $129K
|
23.5K
$3.65M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
649K+ 173.86% |
$81M - $99.6M
|
1.02M
$159M
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-131- 8.23% |
$16.3K - $20.1K
|
1.46K
$227K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.57K+ 4.94% |
$1.07M - $1.32M
|
182K
$28.2M
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.16K+ 8.06% |
$893K - $1.1M
|
96K
$14.9M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
107KNew |
$13.3M - $16.4M
|
107K
$16.6M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.16K+ 5.96% |
$145K - $178K
|
20.6K
$3.2M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
337+ 2.4% |
$42K - $51.7K
|
14.4K
$2.24M
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$125 - $153
|
1.59K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20.9K+ 23.35% |
$2.61M - $3.21M
|
110K
$17.1M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-246- 1.27% |
$30.7K - $37.8K
|
19.2K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
210K+ 59.54% |
$26.3M - $32.3M
|
564K
$87.5M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-133K- 6.42% |
$16.6M - $20.4M
|
1.94M
$301M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 0.65% |
$1.69M - $2.08M
|
2.12M
$328M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.3K- 8.02% |
$536K - $660K
|
49.3K
$7.65M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.76K- 1.71% |
$718K - $884K
|
331K
$51.3M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.62KNew |
$202K - $249K
|
1.62K
$251K
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-45- 0.13% |
$5.61K - $6.91K
|
35.5K
$5.51M
|