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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-29- 1.21% |
$2.57K - $3.17K
|
2.36K
$383K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 83.33% |
$1.33K - $1.64K
|
3
$487
|
|
Q1 2023 | |||||||
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-60.4K- 91.68% |
$4.38M - $5.6M
|
5.48K
$889K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.99K- 11.74% |
$507K - $649K
|
52.6K
$8.53M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.81K- 15.89% |
$422K - $540K
|
30.8K
$5M
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.84K- 50.86% |
$351K - $450K
|
4.68K
$760K
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-2.83K- 12.73% |
$205K - $263K
|
19.4K
$3.15M
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-1.78K- 16.18% |
$129K - $165K
|
9.2K
$1.49M
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-380- 38.5% |
$27.6K - $35.3K
|
607
$98.5K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-342- 13.05% |
$24.8K - $31.7K
|
2.28K
$370K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 2.04% |
$14.5K - $18.6K
|
9.6K
$1.56M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-199- 2.82% |
$14.4K - $18.5K
|
6.85K
$1.11M
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-162Closed |
$11.8K - $15K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-83- 15.87% |
$6.02K - $7.7K
|
440
$71.4K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-55- 0.19% |
$3.99K - $5.1K
|
29.3K
$4.75M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-23- 7.03% |
$1.67K - $2.13K
|
304
$49.4K
|
|
Q4 2022 | |||||||
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-101KClosed |
$7.25M - $8.29M
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-6.12K- 22.05% |
$438K - $500K
|
21.6K
$3.51M
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.9K- 41.02% |
$279K - $318K
|
5.6K
$909K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.46KClosed |
$247K - $283K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.94K- 20.09% |
$211K - $241K
|
11.7K
$1.9M
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.96K- 16.11% |
$140K - $160K
|
10.2K
$1.65M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-822- 25.69% |
$58.8K - $67.2K
|
2.38K
$386K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30- 66.67% |
$2.15K - $2.45K
|
15
$2.44K
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5- 0.02% |
$358 - $409
|
20K
$3.25M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-78.1K- 47.82% |
$5.73M - $7.38M
|
85.2K
$13.8M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-37.6K- 98.57% |
$2.76M - $3.55M
|
544
$88.3K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.87K- 10.7% |
$137K - $176K
|
15.6K
$2.53M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.72K- 52.11% |
$126K - $162K
|
1.58K
$256K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-790- 11.1% |
$58K - $74.7K
|
6.32K
$1.03M
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-590Closed |
$43.3K - $55.8K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-360- 0.9% |
$26.4K - $34K
|
39.8K
$6.46M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-298- 1.11% |
$21.9K - $28.2K
|
26.5K
$4.31M
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-250- 71.43% |
$18.3K - $23.6K
|
100
$16.2K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-198- 0.64% |
$14.5K - $18.7K
|
30.7K
$4.98M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-164- 35.27% |
$12K - $15.5K
|
301
$48.9K
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.07% |
$147 - $189
|
2.74K
$445K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-14.4KClosed |
$1.11M - $1.51M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-12.8KClosed |
$989K - $1.34M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$965K - $1.31M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-6.4K- 56.0% |
$496K - $672K
|
5.03K
$816K
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-4.56KClosed |
$353K - $479K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.81K- 73.47% |
$295K - $400K
|
1.38K
$223K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.13K- 48.66% |
$243K - $329K
|
3.3K
$536K
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.9KClosed |
$225K - $305K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.8KClosed |
$217K - $294K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.67KClosed |
$207K - $281K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.5KClosed |
$194K - $262K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.34K- 46.6% |
$181K - $246K
|
2.68K
$436K
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.26KClosed |
$175K - $238K
|
0
$0
|