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 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
170+ 2.33% |
$21.2K - $26.1K
|
7.46K
$1.16M
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
163+ 5.44% |
$20.3K - $25K
|
3.16K
$491K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
154+ 2.18% |
$19.2K - $23.6K
|
7.2K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
139+ 25.18% |
$17.3K - $21.3K
|
691
$107K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
138+ 19.52% |
$17.2K - $21.2K
|
845
$131K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
134+ 343.59% |
$16.7K - $20.6K
|
173
$26.8K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
131+ 0.23% |
$16.3K - $20.1K
|
57.3K
$8.89M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
126+ 5.62% |
$15.7K - $19.3K
|
2.37K
$367K
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
125+ 8.36% |
$15.6K - $19.2K
|
1.62K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
124+ 0.41% |
$15.5K - $19K
|
30.4K
$4.72M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
123+ 150.0% |
$15.3K - $18.9K
|
205
$31.8K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
122New |
$15.2K - $18.7K
|
122
$18.9K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
117+ 0.27% |
$14.6K - $18K
|
42.7K
$6.63M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
115+ 4.95% |
$14.3K - $17.6K
|
2.44K
$378K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
113+ 0.45% |
$14.1K - $17.3K
|
25.5K
$3.95M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
113+ 3.34% |
$14.1K - $17.3K
|
3.5K
$543K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
101New |
$12.6K - $15.5K
|
101
$15.7K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98+ 0.71% |
$12.2K - $15K
|
13.9K
$2.16M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
95+ 231.71% |
$11.9K - $14.6K
|
136
$21.1K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95+ 133.8% |
$11.9K - $14.6K
|
166
$25.8K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
93+ 5.2% |
$11.6K - $14.3K
|
1.88K
$292K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
87+ 3.64% |
$10.9K - $13.4K
|
2.48K
$384K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
86+ 2.21% |
$10.7K - $13.2K
|
3.98K
$617K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
77+ 2.58% |
$9.61K - $11.8K
|
3.07K
$476K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 0.77% |
$9.36K - $11.5K
|
9.84K
$1.53M
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
74+ 0.55% |
$9.23K - $11.4K
|
13.5K
$2.09M
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
66+ 0.2% |
$8.23K - $10.1K
|
33.7K
$5.23M
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
66New |
$8.23K - $10.1K
|
66
$10.2K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
64+ 193.94% |
$7.98K - $9.82K
|
97
$15.1K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
62+ 0.33% |
$7.73K - $9.51K
|
18.8K
$2.92M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
55+ 3.54% |
$6.86K - $8.44K
|
1.61K
$250K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$6.49K - $7.98K
|
52
$8.07K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
51+ 141.67% |
$6.36K - $7.83K
|
87
$13.5K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
47New |
$5.86K - $7.21K
|
47
$7.29K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
46+ 46.46% |
$5.74K - $7.06K
|
145
$22.5K
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
44+ 2.3% |
$5.49K - $6.75K
|
1.96K
$303K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
43New |
$5.36K - $6.6K
|
43
$6.67K
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
40+ 0.64% |
$4.99K - $6.14K
|
6.27K
$973K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 7.62% |
$4.87K - $5.98K
|
551
$85.5K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 0.41% |
$4.87K - $5.98K
|
9.5K
$1.48M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38New |
$4.74K - $5.83K
|
38
$5.9K
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
32New |
$3.99K - $4.91K
|
32
$4.97K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31+ 0.19% |
$3.87K - $4.76K
|
16.5K
$2.57M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.66K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
30+ 0.69% |
$3.74K - $4.6K
|
4.4K
$682K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
30+ 0.16% |
$3.74K - $4.6K
|
18.6K
$2.89M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.66K
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28+ 1.01% |
$3.49K - $4.3K
|
2.81K
$437K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
27New |
$3.37K - $4.14K
|
27
$4.19K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23+ 0.84% |
$2.87K - $3.53K
|
2.75K
$426K
|