Latest Institutional Purchases of Ishares Dj Us Tech ETF (IYW)
This list provides information on the latest institutional transactions involving Ishares Dj Us Tech ETF (IYW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
234+ 11.81% |
$31.2K - $37.1K
|
2.22K
$355K
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
225+ 11.79% |
$30K - $35.7K
|
2.13K
$342K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
218+ 7.25% |
$29K - $34.6K
|
3.23K
$517K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
197+ 9.27% |
$26.2K - $31.3K
|
2.32K
$372K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
184+ 6.55% |
$24.5K - $29.2K
|
3K
$480K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
170+ 1545.45% |
$22.6K - $27K
|
181
$29K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
163+ 2.26% |
$21.7K - $25.9K
|
7.37K
$1.18M
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
161+ 1.15% |
$21.4K - $25.6K
|
14.1K
$2.26M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
135+ 0.3% |
$18K - $21.4K
|
44.6K
$7.16M
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
131+ 2.38% |
$17.4K - $20.8K
|
5.63K
$902K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
126New |
$16.8K - $20K
|
126
$20.2K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
116+ 1.71% |
$15.4K - $18.4K
|
6.9K
$1.11M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
116+ 1.84% |
$15.4K - $18.4K
|
6.41K
$1.03M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
115New |
$15.3K - $18.3K
|
115
$18.4K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
114+ 0.14% |
$15.2K - $18.1K
|
81.5K
$13.1M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
105+ 1.18% |
$14K - $16.7K
|
9.03K
$1.45M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
102+ 0.98% |
$13.6K - $16.2K
|
10.6K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100New |
$13.3K - $15.9K
|
100
$16K
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
100+ 57.14% |
$13.3K - $15.9K
|
275
$44.1K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
95+ 0.16% |
$12.7K - $15.1K
|
59.1K
$9.48M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85New |
$11.3K - $13.5K
|
85
$13.6K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
81+ 2.86% |
$10.8K - $12.9K
|
2.91K
$467K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
76+ 5.44% |
$10.1K - $12.1K
|
1.47K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
73+ 1.88% |
$9.72K - $11.6K
|
3.96K
$636K
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
67New |
$8.92K - $10.6K
|
67
$10.7K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
61+ 3.45% |
$8.12K - $9.68K
|
1.83K
$293K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
55+ 0.98% |
$7.32K - $8.73K
|
5.66K
$907K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
49New |
$6.52K - $7.78K
|
49
$7.86K
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.58% |
$5.33K - $6.35K
|
6.98K
$1.12M
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
38New |
$5.06K - $6.03K
|
38
$6.1K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
33New |
$4.39K - $5.24K
|
33
$5.29K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 2.51% |
$4.13K - $4.92K
|
1.27K
$203K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
22+ 0.91% |
$2.93K - $3.49K
|
2.44K
$392K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19New |
$2.53K - $3.02K
|
19
$3.05K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$2.4K - $2.86K
|
18
$2.89K
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
15+ 0.44% |
$2K - $2.38K
|
3.41K
$547K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14+ 0.45% |
$1.86K - $2.22K
|
3.13K
$503K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
14+ 0.15% |
$1.86K - $2.22K
|
9.36K
$1.5M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.36% |
$1.2K - $1.43K
|
2.48K
$398K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
9New |
$1.2K - $1.43K
|
9
$1.44K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7New |
$932 - $1.11K
|
7
$1.12K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6New |
$799 - $952
|
6
$962
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.26% |
$799 - $952
|
2.36K
$378K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$533 - $635
|
4
$642
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$133 - $159
|
1.59K
$256K
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $159
|
2.89K
$464K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$133 - $159
|
2.86K
$458K
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.46K
$235K
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$133 - $159
|
1.83K
$293K
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$133 - $159
|
1.96K
$314K
|