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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.75K+ 1.0% |
$386K - $458K
|
278K
$47.7M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
536+ 32.66% |
$75.3K - $89.4K
|
2.18K
$373K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.1KNew |
$6.19M - $7.35M
|
44.1K
$7.55M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-42- 0.09% |
$5.9K - $7.01K
|
47.7K
$8.17M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 1.42% |
$202K - $240K
|
103K
$17.6M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-663- 11.91% |
$93.1K - $111K
|
4.91K
$841K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 3.71% |
$252K - $299K
|
50.2K
$8.6M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-296- 3.73% |
$41.6K - $49.4K
|
7.64K
$1.31M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
131+ 7.23% |
$18.4K - $21.8K
|
1.94K
$333K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-711- 31.91% |
$99.9K - $119K
|
1.52K
$260K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-42.2K- 86.84% |
$5.93M - $7.04M
|
6.4K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
167+ 1.42% |
$23.5K - $27.9K
|
11.9K
$2.04M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-105- 5.66% |
$14.7K - $17.5K
|
1.75K
$300K
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.8KNew |
$4.47M - $5.3M
|
31.8K
$5.45M
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
725+ 1.11% |
$102K - $121K
|
65.8K
$11.3M
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.13K+ 21.08% |
$159K - $189K
|
6.51K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.23K+ 11.72% |
$594K - $706K
|
40.3K
$6.91M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.1K+ 4.29% |
$8.58M - $10.2M
|
1.48M
$254M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2KNew |
$281K - $334K
|
2K
$343K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-120- 4.21% |
$16.9K - $20K
|
2.73K
$468K
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.74K+ 5.45% |
$245K - $291K
|
33.7K
$5.78M
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-25.8K- 46.77% |
$3.62M - $4.3M
|
29.3K
$5.03M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
915+ 6.1% |
$129K - $153K
|
15.9K
$2.73M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.4K+ 27.82% |
$3.85M - $4.58M
|
126K
$21.6M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-26- 1.6% |
$3.65K - $4.34K
|
1.6K
$275K
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.86K+ 11.69% |
$262K - $311K
|
17.8K
$3.05M
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
437+ 2.31% |
$61.4K - $72.9K
|
19.3K
$3.31M
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
2.23KNew |
$313K - $372K
|
2.23K
$382K
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-472- 18.07% |
$66.3K - $78.7K
|
2.14K
$367K
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
48+ 0.99% |
$6.74K - $8.01K
|
4.92K
$843K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.21K+ 8.19% |
$872K - $1.04M
|
82.1K
$14.1M
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-77- 1.8% |
$10.8K - $12.8K
|
4.19K
$719K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.12K- 1.47% |
$719K - $854K
|
344K
$59M
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
884+ 5.53% |
$124K - $147K
|
16.9K
$2.89M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
153+ 11.2% |
$21.5K - $25.5K
|
1.52K
$260K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
993+ 5.31% |
$139K - $166K
|
19.7K
$3.37M
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.92K+ 67.33% |
$269K - $319K
|
4.76K
$816K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-104K- 6.51% |
$14.7M - $17.4M
|
1.5M
$257M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.2K+ 26.55% |
$308K - $366K
|
10.5K
$1.79M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.21K+ 35.26% |
$310K - $368K
|
8.46K
$1.45M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-81.7K- 4.18% |
$11.5M - $13.6M
|
1.87M
$321M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.01K+ 9.6% |
$141K - $168K
|
11.5K
$1.97M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.13K- 6.89% |
$439K - $522K
|
42.3K
$7.25M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-108- 54.27% |
$15.2K - $18K
|
91
$15.6K
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.23KNew |
$313K - $372K
|
2.23K
$382K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.4KNew |
$3.71M - $4.41M
|
26.4K
$4.53M
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
8.65K+ 11.46% |
$1.22M - $1.44M
|
84.2K
$14.4M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-46- 0.26% |
$6.46K - $7.67K
|
17.5K
$3.01M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 2.44% |
$1.7M - $2.02M
|
509K
$87.2M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-46- 2.34% |
$6.46K - $7.67K
|
1.92K
$329K
|