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 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
635+ 4.43% |
$84.6K - $101K
|
15K
$2.32M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
617+ 5.16% |
$82.2K - $97.9K
|
12.6K
$1.95M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
608+ 3.12% |
$81K - $96.5K
|
20.1K
$3.12M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
500+ 8.89% |
$66.6K - $79.4K
|
6.13K
$951K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
487+ 0.99% |
$64.8K - $77.3K
|
49.5K
$7.68M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
470+ 26.66% |
$62.6K - $74.6K
|
2.23K
$347K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
405+ 4.29% |
$53.9K - $64.3K
|
9.84K
$1.53M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400+ 3.36% |
$53.3K - $63.5K
|
12.3K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
376+ 2.22% |
$50.1K - $59.7K
|
17.3K
$2.69M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
370+ 23.89% |
$49.3K - $58.7K
|
1.92K
$298K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
348+ 5.44% |
$46.3K - $55.2K
|
6.74K
$1.05M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
348+ 9.91% |
$46.3K - $55.2K
|
3.86K
$599K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
271+ 11.71% |
$36.1K - $43K
|
2.59K
$401K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
267+ 3.09% |
$35.6K - $42.4K
|
8.92K
$1.38M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
266+ 1.52% |
$35.4K - $42.2K
|
17.7K
$2.75M
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
244+ 1.51% |
$32.5K - $38.7K
|
16.5K
$2.55M
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
231+ 15.27% |
$30.8K - $36.7K
|
1.74K
$271K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
197+ 1.87% |
$26.2K - $31.3K
|
10.7K
$1.67M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
188+ 11.66% |
$25K - $29.8K
|
1.8K
$280K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
161+ 1.15% |
$21.4K - $25.6K
|
14.1K
$2.19M
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
152+ 5.31% |
$20.2K - $24.1K
|
3.02K
$468K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
143+ 2.86% |
$19K - $22.7K
|
5.14K
$798K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
114+ 1.41% |
$15.2K - $18.1K
|
8.2K
$1.27M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
105+ 1.18% |
$14K - $16.7K
|
9.03K
$1.4M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
94+ 3.54% |
$12.5K - $14.9K
|
2.75K
$427K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
93+ 2.27% |
$12.4K - $14.8K
|
4.19K
$650K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
73+ 0.97% |
$9.72K - $11.6K
|
7.58K
$1.18M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
67+ 3.65% |
$8.92K - $10.6K
|
1.9K
$295K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 0.57% |
$8.92K - $10.6K
|
11.8K
$1.84M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
41+ 10.57% |
$5.46K - $6.51K
|
429
$66.6K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.2% |
$3.2K - $3.81K
|
11.9K
$1.84M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.41% |
$1.73K - $2.06K
|
3.21K
$499K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
9New |
$1.2K - $1.43K
|
9
$1.4K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$932 - $1.11K
|
10.3K
$1.6M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.26% |
$799 - $952
|
2.36K
$366K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.06% |
$533 - $635
|
6.6K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$266 - $317
|
3.43K
$532K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.07% |
$266 - $317
|
2.94K
$456K
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.08% |
$266 - $317
|
2.41K
$374K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.02% |
$133 - $159
|
6.11K
$949K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$133 - $159
|
2.25K
$349K
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$133 - $159
|
7.19K
$1.12M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.39K
$216K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$133 - $159
|
9.65K
$1.5M
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.17% |
$133 - $159
|
604
$93.7K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$133 - $159
|
3.62K
$562K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$133 - $159
|
2.88K
$447K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
649K+ 173.86% |
$81M - $99.6M
|
1.02M
$159M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
528K+ 1170.24% |
$65.8M - $81M
|
573K
$88.9M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
372K+ 3.25% |
$46.3M - $57M
|
11.8M
$1.83B
|