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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41KNew |
$550K - $677K
|
4.41K
$685K
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
736+ 3.15% |
$91.8K - $113K
|
24.1K
$3.74M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.99K- 10.71% |
$1.12M - $1.38M
|
74.9K
$11.6M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6.15K+ 29.55% |
$767K - $943K
|
26.9K
$4.18M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.36K- 14.74% |
$419K - $516K
|
19.4K
$3.02M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
480+ 2.14% |
$59.9K - $73.7K
|
23K
$3.56M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.36K+ 45.9% |
$543K - $668K
|
13.8K
$2.15M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-97- 3.15% |
$12.1K - $14.9K
|
2.99K
$463K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
124+ 0.41% |
$15.5K - $19K
|
30.4K
$4.72M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
285+ 1.45% |
$35.6K - $43.7K
|
20K
$3.1M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
24.3K+ 28.38% |
$3.03M - $3.72M
|
110K
$17M
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.29K+ 62.75% |
$161K - $199K
|
3.36K
$521K
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-35- 0.12% |
$4.37K - $5.37K
|
28.1K
$4.36M
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.6KNew |
$448K - $552K
|
3.6K
$558K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
240+ 20.73% |
$29.9K - $36.8K
|
1.4K
$217K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
528K+ 1170.24% |
$65.8M - $81M
|
573K
$88.9M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-242K- 27.38% |
$30.2M - $37.1M
|
641K
$99.5M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
869+ 5.13% |
$108K - $133K
|
17.8K
$2.76M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.42K- 4.29% |
$177K - $218K
|
31.7K
$4.92M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-775- 0.43% |
$96.7K - $119K
|
180K
$27.9M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 0.41% |
$4.87K - $5.98K
|
9.5K
$1.48M
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
202+ 2.34% |
$25.2K - $31K
|
8.85K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.02% |
$125 - $153
|
4.65K
$722K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.79K+ 25.89% |
$598K - $736K
|
23.3K
$3.62M
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-95- 3.11% |
$11.9K - $14.6K
|
2.96K
$459K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-69- 14.26% |
$8.61K - $10.6K
|
415
$64.4K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
190K+ 6.1% |
$23.7M - $29.2M
|
3.31M
$514M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
52.8K+ 38.71% |
$6.58M - $8.1M
|
189K
$29.3M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.4KNew |
$174K - $214K
|
1.4K
$217K
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
125+ 8.36% |
$15.6K - $19.2K
|
1.62K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 9.38% |
$1.56M - $1.92M
|
121K
$18.7M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.88% |
$374 - $460
|
343
$53.2K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.45K- 12.25% |
$180K - $222K
|
10.4K
$1.61M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.67% |
$1.87K - $2.3K
|
2.21K
$344K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.15K- 17.7% |
$393K - $483K
|
14.6K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.49K+ 3.04% |
$186K - $229K
|
50.5K
$7.84M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.3K- 2.0% |
$287K - $353K
|
113K
$17.5M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 15.56% |
$873 - $1.07K
|
52
$8.07K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-427- 5.21% |
$53.3K - $65.5K
|
7.78K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
93+ 5.2% |
$11.6K - $14.3K
|
1.88K
$292K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.89K- 2.37% |
$1.23M - $1.52M
|
407K
$63.2M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
95+ 231.71% |
$11.9K - $14.6K
|
136
$21.1K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 32.83% |
$158K - $194K
|
2.59K
$401K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.7K+ 10.86% |
$337K - $415K
|
27.6K
$4.28M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.66K
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
5KNew |
$624K - $767K
|
5K
$776K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 1.95% |
$212K - $260K
|
85.4K
$13.3M
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.67KNew |
$832K - $1.02M
|
6.67K
$1.03M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-143- 11.03% |
$17.8K - $21.9K
|
1.15K
$179K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.67K+ 1.95% |
$832K - $1.02M
|
349K
$54.2M
|