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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 35.45% |
$3.46K - $4.27K
|
149
$23.1K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
39New |
$3.46K - $4.27K
|
39
$6.05K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3+ 0.03% |
$266 - $328
|
9.68K
$1.5M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$177 - $219
|
2
$310
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
692KNew |
$50.2M - $64.2M
|
692K
$107M
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
47.9KNew |
$3.47M - $4.45M
|
47.9K
$7.43M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
36.9KNew |
$2.68M - $3.43M
|
36.9K
$5.73M
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21.1K+ 320.2% |
$1.53M - $1.96M
|
27.7K
$4.3M
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.2KNew |
$377K - $483K
|
5.2K
$807K
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.7KNew |
$195K - $250K
|
2.7K
$418K
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
2.68KNew |
$195K - $249K
|
2.68K
$417K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
2.68KNew |
$194K - $249K
|
2.68K
$416K
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
2.61KNew |
$189K - $242K
|
2.61K
$405K
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
2.6KNew |
$189K - $241K
|
2.6K
$404K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.46KNew |
$178K - $228K
|
2.46K
$381K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.4KNew |
$174K - $223K
|
2.4K
$372K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.24KNew |
$162K - $208K
|
2.24K
$347K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.77K+ 980.11% |
$129K - $165K
|
1.96K
$303K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62KNew |
$118K - $151K
|
1.62K
$252K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.3K+ 0.37% |
$94.2K - $121K
|
356K
$55.3M
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.29K+ 33.65% |
$93.3K - $119K
|
5.11K
$793K
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
718New |
$52.1K - $66.6K
|
718
$111K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
595New |
$43.2K - $55.2K
|
595
$92.3K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
400+ 11.56% |
$29K - $37.1K
|
3.86K
$599K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
386New |
$28K - $35.8K
|
386
$59.9K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
332New |
$24.1K - $30.8K
|
332
$51.5K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
321New |
$23.3K - $29.8K
|
321
$49.8K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
250New |
$18.1K - $23.2K
|
250
$38.8K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
240+ 54.92% |
$17.4K - $22.3K
|
677
$105K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
215+ 70.26% |
$15.6K - $20K
|
521
$80.9K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
207New |
$15K - $19.2K
|
207
$32.1K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
206+ 4.9% |
$14.9K - $19.1K
|
4.41K
$684K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
160New |
$11.6K - $14.8K
|
160
$24.8K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
120New |
$8.7K - $11.1K
|
120
$18.6K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
72New |
$5.22K - $6.68K
|
72
$11.2K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
31New |
$2.25K - $2.88K
|
31
$4.81K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
27New |
$1.96K - $2.51K
|
27
$4.19K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10New |
$725 - $928
|
10
$1.55K
|
|
Q4 2022 | |||||||
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
47.6KNew |
$3.41M - $3.89M
|
47.6K
$7.39M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.5K+ 1181.94% |
$2.47M - $2.82M
|
37.5K
$5.82M
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
31.6KNew |
$2.26M - $2.58M
|
31.6K
$4.9M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$1.24M - $1.41M
|
17.3K
$2.69M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.1K+ 585.44% |
$1.01M - $1.15M
|
16.5K
$2.56M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.7KNew |
$837K - $957K
|
11.7K
$1.82M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.7KNew |
$766K - $876K
|
10.7K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.52KNew |
$395K - $451K
|
5.52K
$856K
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$344K - $393K
|
4.81K
$747K
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.5KNew |
$250K - $286K
|
3.5K
$543K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.4KNew |
$243K - $278K
|
3.4K
$528K
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
3.24KNew |
$232K - $265K
|
3.24K
$502K
|