Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-4- 0.16% |
$470 - $546
|
2.44K
$433K
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-28.7K- 99.98% |
$2.91M - $3.54M
|
5
$887
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.22K- 23.06% |
$934K - $1.14M
|
30.7K
$5.46M
|
|
Feb 14, 2024
Q4 2023
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-8.58K- 42.61% |
$869K - $1.06M
|
11.6K
$2.05M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.4K- 37.54% |
$344K - $419K
|
5.66K
$1M
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.84K- 53.95% |
$288K - $350K
|
2.42K
$430K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.18K- 12.65% |
$220K - $268K
|
15K
$2.67M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.14K- 5.22% |
$115K - $140K
|
20.7K
$3.67M
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 33.33% |
$111K - $136K
|
2.2K
$390K
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.02K- 18.92% |
$103K - $126K
|
4.36K
$774K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-854- 1.14% |
$86.5K - $105K
|
74.3K
$13.2M
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-729- 24.23% |
$73.9K - $89.9K
|
2.28K
$405K
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-400- 16.46% |
$40.5K - $49.3K
|
2.03K
$360K
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-400- 16.37% |
$40.5K - $49.3K
|
2.04K
$363K
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-294- 14.98% |
$29.8K - $36.3K
|
1.67K
$296K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-240- 6.06% |
$24.3K - $29.6K
|
3.72K
$661K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-94- 78.33% |
$9.52K - $11.6K
|
26
$4.61K
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-82- 0.49% |
$8.31K - $10.1K
|
16.7K
$2.97M
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-71- 2.24% |
$7.19K - $8.76K
|
3.09K
$549K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 11.26% |
$5.07K - $6.17K
|
394
$69.9K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-40- 1.23% |
$4.05K - $4.93K
|
3.2K
$568K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-27- 49.09% |
$2.74K - $3.33K
|
28
$4.97K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150K- 48.98% |
$15.5M - $17M
|
156K
$27.7M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-61.7K- 46.23% |
$6.38M - $7.01M
|
71.7K
$12.7M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-28.5K- 52.05% |
$2.95M - $3.24M
|
26.3K
$4.66M
|
|
Oct 19, 2023
Q3 2023
|
Pariax, LLC
|
SELL
|
- |
-8.91K- 44.87% |
$921K - $1.01M
|
10.9K
$1.94M
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.51K- 37.62% |
$156K - $171K
|
2.5K
$444K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.36K- 18.98% |
$140K - $154K
|
5.8K
$1.03M
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 25.96% |
$138K - $152K
|
3.81K
$676K
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-831- 19.65% |
$85.9K - $94.5K
|
3.4K
$603K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-743- 26.25% |
$76.8K - $84.5K
|
2.09K
$370K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-630- 9.63% |
$65.1K - $71.6K
|
5.91K
$1.05M
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-624- 95.71% |
$64.5K - $70.9K
|
28
$4.97K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-444- 13.93% |
$45.9K - $50.5K
|
2.74K
$487K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-260- 50.0% |
$26.9K - $29.6K
|
260
$46.1K
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-160- 7.01% |
$16.5K - $18.2K
|
2.12K
$377K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-123- 3.75% |
$12.7K - $14K
|
3.16K
$561K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-82- 0.3% |
$8.48K - $9.32K
|
27.7K
$4.91M
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 2.97% |
$8.27K - $9.09K
|
2.61K
$463K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-66Closed |
$6.82K - $7.5K
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-48- 10.67% |
$4.96K - $5.46K
|
402
$71.3K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40- 20.0% |
$4.14K - $4.55K
|
160
$28.4K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-40- 20.0% |
$4.14K - $4.55K
|
160
$28.4K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-37- 1.33% |
$3.83K - $4.21K
|
2.74K
$486K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-22- 81.48% |
$2.27K - $2.5K
|
5
$887
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 49.76% |
$848K - $1.05M
|
9.66K
$1.71M
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.22K- 6.97% |
$108K - $133K
|
16.2K
$2.88M
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-470- 16.79% |
$41.7K - $51.4K
|
2.33K
$413K
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-359- 12.79% |
$31.8K - $39.3K
|
2.45K
$434K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-300- 4.69% |
$26.6K - $32.8K
|
6.1K
$1.08M
|