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 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.17K- 8.69% |
$288K - $344K
|
22.7K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 12.29% |
$227K - $270K
|
15.5K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.21K- 4.86% |
$161K - $192K
|
23.7K
$3.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-75- 2.54% |
$9.99K - $11.9K
|
2.88K
$455K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.46K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.63KNew |
$217K - $258K
|
1.63K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 5.25% |
$299K - $356K
|
45K
$7.1M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-22- 0.51% |
$2.93K - $3.49K
|
4.33K
$684K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-209- 2.08% |
$27.8K - $33.2K
|
9.85K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
672+ 2.4% |
$89.5K - $107K
|
28.6K
$4.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-8.16K- 15.25% |
$1.09M - $1.29M
|
45.3K
$7.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.7K+ 179.08% |
$10.9M - $13M
|
127K
$20.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-139- 1.33% |
$18.5K - $22.1K
|
10.3K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$133 - $159
|
1.83K
$288K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 1.5% |
$3.33K - $3.97K
|
1.64K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4- 0.08% |
$533 - $635
|
5.33K
$841K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21+ 0.81% |
$2.8K - $3.33K
|
2.62K
$414K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
638+ 8.16% |
$85K - $101K
|
8.46K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.87K+ 6.17% |
$250K - $297K
|
32.2K
$5.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-16- 0.37% |
$2.13K - $2.54K
|
4.32K
$683K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 14.67% |
$2.72M - $3.24M
|
119K
$18.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 24.59% |
$3.99K - $4.76K
|
92
$14.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
139New |
$18.5K - $22.1K
|
139
$21.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.08K+ 8.13% |
$277K - $330K
|
27.6K
$4.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-48- 2.26% |
$6.39K - $7.62K
|
2.08K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.53K
$242K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22.6K+ 1376.75% |
$3.01M - $3.59M
|
24.3K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.21K- 8.82% |
$428K - $510K
|
33.2K
$5.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-257K- 83.84% |
$34.2M - $40.8M
|
49.6K
$7.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5+ 0.02% |
$666 - $794
|
28K
$4.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 0.27% |
$799 - $952
|
2.23K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
66.1KNew |
$8.8M - $10.5M
|
66.1K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-132- 3.25% |
$17.6K - $21K
|
3.93K
$620K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-592- 1.86% |
$78.8K - $94K
|
31.2K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-844- 12.25% |
$112K - $134K
|
6.05K
$955K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
72+ 0.34% |
$9.59K - $11.4K
|
21.5K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.68K- 29.95% |
$224K - $267K
|
3.93K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
61+ 3.45% |
$8.12K - $9.68K
|
1.83K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
8.96K+ 438.19% |
$1.19M - $1.42M
|
11K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-116K- 8.35% |
$15.5M - $18.4M
|
1.27M
$201M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-131- 1.69% |
$17.4K - $20.8K
|
7.63K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-447- 9.61% |
$59.5K - $71K
|
4.2K
$664K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
20.2K+ 14.3% |
$2.69M - $3.21M
|
162K
$25.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$133 - $159
|
1.96K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-396- 8.56% |
$52.7K - $62.9K
|
4.23K
$668K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.36% |
$1.2K - $1.43K
|
2.48K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
45+ 1.99% |
$5.99K - $7.14K
|
2.31K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-27K- 9.09% |
$3.6M - $4.29M
|
270K
$42.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.88KNew |
$650K - $775K
|
4.88K
$771K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-88- 2.11% |
$11.7K - $14K
|
4.09K
$646K
|