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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$1.96K - $2.16K
|
19
$3.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$517 - $568
|
5
$802
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$414 - $455
|
4
$642
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
14.2KNew |
$1.26M - $1.55M
|
14.2K
$2.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
6.3KNew |
$559K - $689K
|
6.3K
$1.01M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6KNew |
$532K - $656K
|
6K
$962K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$391K - $483K
|
4.41K
$708K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.8K+ 539.91% |
$337K - $416K
|
4.51K
$723K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.15KNew |
$279K - $344K
|
3.15K
$505K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.41KNew |
$214K - $263K
|
2.41K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.31KNew |
$205K - $252K
|
2.31K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.25KNew |
$200K - $246K
|
2.25K
$361K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.02K+ 42.64% |
$179K - $221K
|
6.75K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$321K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$321K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.97KNew |
$175K - $216K
|
1.97K
$316K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
1.95KNew |
$173K - $214K
|
1.95K
$313K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.92KNew |
$171K - $210K
|
1.92K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.91KNew |
$169K - $209K
|
1.91K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.89KNew |
$168K - $207K
|
1.89K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.88KNew |
$166K - $205K
|
1.88K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.85KNew |
$164K - $202K
|
1.85K
$297K
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
967New |
$85.8K - $106K
|
967
$155K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
764+ 5.83% |
$67.8K - $83.6K
|
13.9K
$2.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
619+ 13.8% |
$54.9K - $67.7K
|
5.1K
$819K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
495New |
$43.9K - $54.1K
|
495
$79.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
414+ 51.75% |
$36.7K - $45.3K
|
1.21K
$195K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400New |
$35.5K - $43.7K
|
400
$64.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183New |
$16.2K - $20K
|
183
$29.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
153+ 17.92% |
$13.6K - $16.7K
|
1.01K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
53+ 0.84% |
$4.7K - $5.8K
|
6.37K
$1.02M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$4.17K - $5.14K
|
47
$7.54K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
41+ 8.22% |
$3.64K - $4.48K
|
540
$86.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 35.45% |
$3.46K - $4.27K
|
149
$23.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
39New |
$3.46K - $4.27K
|
39
$6.26K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3+ 0.03% |
$266 - $328
|
9.68K
$1.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$177 - $219
|
2
$321
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
692KNew |
$50.2M - $64.2M
|
692K
$111M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
47.9KNew |
$3.47M - $4.45M
|
47.9K
$7.68M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
36.9KNew |
$2.68M - $3.43M
|
36.9K
$5.92M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21.1K+ 320.2% |
$1.53M - $1.96M
|
27.7K
$4.45M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.2KNew |
$377K - $483K
|
5.2K
$834K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
2.68KNew |
$195K - $249K
|
2.68K
$431K
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
2.61KNew |
$189K - $242K
|
2.61K
$419K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.46KNew |
$178K - $228K
|
2.46K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.4KNew |
$174K - $223K
|
2.4K
$385K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.24KNew |
$162K - $208K
|
2.24K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62KNew |
$118K - $151K
|
1.62K
$260K
|
|