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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.73% |
$2.82K - $3.28K
|
3.29K
$511K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
23New |
$2.7K - $3.14K
|
23
$3.57K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$2.23K - $2.6K
|
19
$2.95K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
17New |
$2K - $2.32K
|
17
$2.64K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$1.88K - $2.19K
|
16
$2.48K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13New |
$1.53K - $1.78K
|
13
$2.02K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12+ 0.23% |
$1.41K - $1.64K
|
5.33K
$828K
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.33% |
$940 - $1.09K
|
2.42K
$376K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
8+ 21.62% |
$940 - $1.09K
|
45
$6.98K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
6+ 15.0% |
$705 - $820
|
46
$7.14K
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
4+ 0.11% |
$470 - $546
|
3.65K
$566K
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 60.0% |
$353 - $410
|
8
$1.24K
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $273
|
2.89K
$448K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.34K
$673K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.63K
$718K
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.65% |
$118 - $137
|
156
$24.2K
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.01% |
$118 - $137
|
10.5K
$1.62M
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.04% |
$118 - $137
|
2.34K
$362K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.11K
$638K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.21% |
$118 - $137
|
477
$74K
|
|
Q4 2023 | |||||||
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
68.4KNew |
$6.93M - $8.44M
|
68.4K
$10.6M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62.4K+ 35.52% |
$6.32M - $7.7M
|
238K
$37M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
53.8KNew |
$5.45M - $6.63M
|
53.8K
$8.34M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
52.6KNew |
$5.32M - $6.48M
|
52.6K
$8.16M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
50.8KNew |
$5.15M - $6.27M
|
50.8K
$7.89M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.8KNew |
$1.9M - $2.32M
|
18.8K
$2.92M
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14.2K+ 20.13% |
$1.44M - $1.75M
|
84.8K
$13.2M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.81KNew |
$488K - $593K
|
4.81K
$747K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.69K+ 28.78% |
$475K - $578K
|
21K
$3.25M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.68KNew |
$474K - $577K
|
4.68K
$726K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.62KNew |
$468K - $570K
|
4.62K
$717K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.6K+ 78.59% |
$466K - $567K
|
10.5K
$1.62M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.32KNew |
$438K - $533K
|
4.32K
$671K
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.98KNew |
$403K - $491K
|
3.98K
$618K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.82K+ 63.75% |
$387K - $472K
|
9.82K
$1.52M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.63KNew |
$368K - $448K
|
3.63K
$564K
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.54KNew |
$358K - $436K
|
3.54K
$549K
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.13KNew |
$317K - $386K
|
3.13K
$486K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3K+ 116.49% |
$303K - $369K
|
5.57K
$864K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.68KNew |
$272K - $330K
|
2.68K
$416K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.43KNew |
$246K - $300K
|
2.43K
$377K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.34KNew |
$237K - $288K
|
2.34K
$363K
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.17KNew |
$220K - $267K
|
2.17K
$336K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.14KNew |
$217K - $264K
|
2.14K
$332K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.92KNew |
$195K - $237K
|
1.92K
$298K
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.87KNew |
$190K - $231K
|
1.87K
$290K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$188K - $229K
|
1.86K
$288K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$279K
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$279K
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$279K
|