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 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
3.4KNew |
$249K - $321K
|
3.4K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
846New |
$62.1K - $79.9K
|
846
$145K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
524+ 2.42% |
$38.4K - $49.5K
|
22.2K
$3.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
432New |
$31.7K - $40.8K
|
432
$74K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
14+ 9.79% |
$1.03K - $1.32K
|
157
$26.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$220 - $284
|
3
$514
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.94KNew |
$383K - $519K
|
4.94K
$847K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.09KNew |
$239K - $324K
|
3.09K
$529K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.22KNew |
$172K - $234K
|
2.22K
$381K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1KNew |
$77.5K - $105K
|
1K
$171K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
788New |
$61.1K - $82.8K
|
788
$135K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
616New |
$47.8K - $64.7K
|
616
$106K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
316+ 4.74% |
$24.5K - $33.2K
|
6.98K
$1.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
260New |
$20.2K - $27.3K
|
260
$44.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
60New |
$4.65K - $6.3K
|
60
$10.3K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
44New |
$3.41K - $4.62K
|
44
$7.54K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$1.55K - $2.1K
|
20
$3.43K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 1.72% |
$775 - $1.05K
|
590
$101K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2+ 0.02% |
$155 - $210
|
9.56K
$1.64M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16.8KNew |
$1.52M - $1.93M
|
16.8K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.7KNew |
$608K - $773K
|
6.7K
$1.15M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.4KNew |
$399K - $508K
|
4.4K
$754K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
137+ 3.21% |
$12.4K - $15.8K
|
4.4K
$754K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
154K+ 362.4% |
$15.4M - $18.1M
|
197K
$33.7M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
9.83KNew |
$984K - $1.15M
|
9.83K
$1.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.68KNew |
$669K - $782K
|
6.68K
$1.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.58KNew |
$459K - $536K
|
4.58K
$785K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4KNew |
$400K - $468K
|
4K
$686K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
800+ 27.97% |
$80.1K - $93.7K
|
3.66K
$627K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
600New |
$60.1K - $70.3K
|
600
$103K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209New |
$20.9K - $24.5K
|
209
$35.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
106New |
$10.6K - $12.4K
|
106
$18.2K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$10K - $11.7K
|
100
$17.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
96New |
$9.61K - $11.2K
|
96
$16.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
71New |
$7.11K - $8.31K
|
71
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
20New |
$2K - $2.34K
|
20
$3.43K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10New |
$1K - $1.17K
|
10
$1.71K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
29.6KNew |
$2.93M - $3.22M
|
29.6K
$5.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
348New |
$34.4K - $37.9K
|
348
$59.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
271New |
$26.8K - $29.5K
|
271
$46.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.64KNew |
$662K - $762K
|
7.64K
$1.31M
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
385+ 15.04% |
$33.4K - $38.4K
|
2.95K
$505K
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
150New |
$13K - $15K
|
150
$25.7K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
7.35K+ 300.0% |
$538K - $631K
|
9.8K
$1.68M
|
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
4.87KNew |
$356K - $418K
|
4.87K
$834K
|
|
|
Feb 03, 2021
Q4 2020
|
Allen Investment Management LLC
|
BUY
|
- |
4.1K+ 300.0% |
$300K - $352K
|
5.46K
$936K
|
|
|
Jan 15, 2021
Q4 2020
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.9K+ 300.0% |
$285K - $335K
|
5.2K
$891K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.34KNew |
$244K - $287K
|
3.34K
$572K
|
|
|
Jul 28, 2022
Q4 2020
|
Sanford Advisory Services, LLC
|
BUY
|
- |
2.62KNew |
$191K - $225K
|
2.62K
$448K
|
|
|
Feb 11, 2021
Q4 2020
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.22K+ 300.0% |
$163K - $191K
|
2.96K
$508K
|
|