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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$273K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$273K
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.74KNew |
$176K - $215K
|
1.74K
$270K
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
1.73KNew |
$175K - $214K
|
1.73K
$269K
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.72KNew |
$174K - $212K
|
1.72K
$267K
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.72KNew |
$174K - $212K
|
1.72K
$267K
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.71KNew |
$174K - $211K
|
1.71K
$266K
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.7KNew |
$172K - $210K
|
1.7K
$264K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.69K+ 12.78% |
$171K - $208K
|
14.9K
$2.31M
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$169K - $206K
|
1.67K
$259K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$166K - $202K
|
1.64K
$255K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.63KNew |
$165K - $201K
|
1.63K
$253K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.63KNew |
$165K - $201K
|
1.63K
$253K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.5K+ 30.6% |
$152K - $185K
|
6.41K
$995K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.48K+ 1203.25% |
$150K - $182K
|
1.6K
$249K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
942New |
$95.4K - $116K
|
942
$146K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
925+ 2055.56% |
$93.7K - $114K
|
970
$151K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700New |
$70.9K - $86.3K
|
700
$109K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
600New |
$60.8K - $74K
|
600
$93.1K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
334+ 54.31% |
$33.8K - $41.2K
|
949
$147K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
318+ 159.0% |
$32.2K - $39.2K
|
518
$80.4K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
297+ 17.47% |
$30.1K - $36.6K
|
2K
$310K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
266New |
$26.9K - $32.8K
|
266
$41.3K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
255+ 5.05% |
$25.8K - $31.4K
|
5.3K
$823K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
218New |
$22.1K - $26.9K
|
218
$33.8K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209New |
$21.2K - $25.8K
|
209
$32.4K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
178New |
$18K - $21.9K
|
178
$27.6K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
88New |
$8.92K - $10.9K
|
88
$13.7K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
71+ 0.93% |
$7.19K - $8.76K
|
7.72K
$1.2M
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48New |
$4.86K - $5.92K
|
48
$7.45K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$2.43K - $2.96K
|
24
$3.72K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10+ 0.33% |
$1.01K - $1.23K
|
3.01K
$467K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9New |
$912 - $1.11K
|
9
$1.4K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
57.6KNew |
$5.96M - $6.55M
|
57.6K
$8.94M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
55.2KNew |
$5.7M - $6.27M
|
55.2K
$8.56M
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
21.6KNew |
$2.23M - $2.45M
|
21.6K
$3.34M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.98K+ 152.12% |
$411K - $452K
|
6.59K
$1.02M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.75KNew |
$388K - $426K
|
3.75K
$582K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.45KNew |
$357K - $393K
|
3.45K
$536K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$289K - $318K
|
2.8K
$435K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$198K - $217K
|
1.91K
$297K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.22K+ 369.09% |
$126K - $138K
|
1.55K
$240K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
412New |
$42.6K - $46.8K
|
412
$63.9K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$62.1K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$62.1K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
381New |
$39.4K - $43.3K
|
381
$59.1K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
333New |
$34.4K - $37.9K
|
333
$51.7K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
316New |
$32.7K - $35.9K
|
316
$49K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$31K - $34.1K
|
300
$46.6K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
285+ 9.19% |
$29.5K - $32.4K
|
3.39K
$526K
|