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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
284+ 18.61% |
$35.4K - $43.6K
|
1.81K
$290K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
272New |
$33.9K - $41.7K
|
272
$43.6K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
270+ 7.59% |
$33.7K - $41.4K
|
3.83K
$614K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
241+ 2.36% |
$30.1K - $37K
|
10.4K
$1.67M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
195+ 54.17% |
$24.3K - $29.9K
|
555
$89K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
139+ 25.18% |
$17.3K - $21.3K
|
691
$111K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
134+ 343.59% |
$16.7K - $20.6K
|
173
$27.7K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
101New |
$12.6K - $15.5K
|
101
$16.2K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
95+ 231.71% |
$11.9K - $14.6K
|
136
$21.8K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
87+ 3.64% |
$10.9K - $13.4K
|
2.48K
$397K
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
66New |
$8.23K - $10.1K
|
66
$10.6K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$6.49K - $7.98K
|
52
$8.34K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
51+ 141.67% |
$6.36K - $7.83K
|
87
$14K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
47New |
$5.86K - $7.21K
|
47
$7.54K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
43New |
$5.36K - $6.6K
|
43
$6.9K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38New |
$4.74K - $5.83K
|
38
$6.1K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
33+ 0.54% |
$4.12K - $5.06K
|
6.17K
$990K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.81K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.81K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
27New |
$3.37K - $4.14K
|
27
$4.33K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19New |
$2.37K - $2.92K
|
19
$3.05K
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
8+ 0.06% |
$998 - $1.23K
|
13.1K
$2.1M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$998 - $1.23K
|
8
$1.28K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 15.56% |
$873 - $1.07K
|
52
$8.34K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 43.75% |
$873 - $1.07K
|
23
$3.69K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.22% |
$125 - $153
|
460
$73.8K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.22% |
$125 - $153
|
453
$72.7K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
112K+ 63.66% |
$13.1M - $15.3M
|
287K
$46.1M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
64.7KNew |
$7.61M - $8.84M
|
64.7K
$10.4M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63.2KNew |
$7.42M - $8.63M
|
63.2K
$10.1M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
57.6KNew |
$6.77M - $7.87M
|
57.6K
$9.24M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
38.2K+ 106.22% |
$4.49M - $5.22M
|
74.2K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 4.92% |
$1.22M - $1.41M
|
221K
$35.4M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.9K+ 19.27% |
$694K - $806K
|
36.5K
$5.86M
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.35KNew |
$628K - $730K
|
5.35K
$858K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.62K+ 39.34% |
$543K - $631K
|
16.4K
$2.63M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.48K+ 121.3% |
$527K - $612K
|
8.18K
$1.31M
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.87KNew |
$455K - $529K
|
3.87K
$621K
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.68KNew |
$433K - $503K
|
3.68K
$591K
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.2KNew |
$376K - $437K
|
3.2K
$513K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.41KNew |
$283K - $329K
|
2.41K
$387K
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.27K+ 109.31% |
$266K - $309K
|
4.34K
$696K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.96KNew |
$231K - $268K
|
1.96K
$315K
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.9KNew |
$223K - $260K
|
1.9K
$305K
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$302K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$301K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.73K+ 7.18% |
$203K - $236K
|
25.8K
$4.14M
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
1.62KNew |
$190K - $221K
|
1.62K
$260K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$188K - $219K
|
1.6K
$257K
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$186K - $216K
|
1.58K
$254K
|