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 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
219+ 12.33% |
$22.6K - $24.9K
|
2K
$310K
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
175New |
$18.1K - $19.9K
|
175
$27.2K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
161+ 4.8% |
$16.6K - $18.3K
|
3.51K
$545K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 0.25% |
$7.13K - $7.84K
|
27.3K
$4.24M
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
68New |
$7.03K - $7.73K
|
68
$10.6K
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
31New |
$3.21K - $3.52K
|
31
$4.81K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.35% |
$3.1K - $3.41K
|
2.26K
$350K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
20New |
$2.07K - $2.27K
|
20
$3.1K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$1.96K - $2.16K
|
19
$2.95K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$517 - $568
|
5
$776
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$414 - $455
|
4
$621
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
14.2KNew |
$1.26M - $1.55M
|
14.2K
$2.2M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
6.3KNew |
$559K - $689K
|
6.3K
$978K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6KNew |
$532K - $656K
|
6K
$931K
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$391K - $483K
|
4.41K
$685K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.8K+ 539.91% |
$337K - $416K
|
4.51K
$699K
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.15KNew |
$279K - $344K
|
3.15K
$488K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3KNew |
$266K - $328K
|
3K
$466K
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
2.62KNew |
$233K - $287K
|
2.62K
$407K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.54KNew |
$226K - $278K
|
2.54K
$395K
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.41KNew |
$214K - $263K
|
2.41K
$374K
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.31KNew |
$205K - $252K
|
2.31K
$358K
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.25KNew |
$200K - $246K
|
2.25K
$349K
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$184K - $227K
|
2.08K
$323K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.02K+ 42.64% |
$179K - $221K
|
6.75K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$310K
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$310K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$310K
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$310K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.97KNew |
$175K - $216K
|
1.97K
$306K
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
1.95KNew |
$173K - $214K
|
1.95K
$303K
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.93KNew |
$171K - $211K
|
1.93K
$300K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.92KNew |
$171K - $210K
|
1.92K
$299K
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.91KNew |
$169K - $209K
|
1.91K
$296K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.89KNew |
$168K - $207K
|
1.89K
$293K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.88KNew |
$166K - $205K
|
1.88K
$291K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.85KNew |
$164K - $202K
|
1.85K
$287K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.2KNew |
$107K - $132K
|
1.2K
$187K
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
967New |
$85.8K - $106K
|
967
$150K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
764+ 5.83% |
$67.8K - $83.6K
|
13.9K
$2.15M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
619+ 13.8% |
$54.9K - $67.7K
|
5.1K
$792K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
495New |
$43.9K - $54.1K
|
495
$76.8K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
414+ 51.75% |
$36.7K - $45.3K
|
1.21K
$188K
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400New |
$35.5K - $43.7K
|
400
$62.1K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183New |
$16.2K - $20K
|
183
$28.4K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
156+ 8.02% |
$13.8K - $17.1K
|
2.1K
$326K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
153+ 17.92% |
$13.6K - $16.7K
|
1.01K
$156K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
53+ 0.84% |
$4.7K - $5.8K
|
6.37K
$988K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$4.17K - $5.14K
|
47
$7.29K
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
41+ 8.22% |
$3.64K - $4.48K
|
540
$83.8K
|