Latest Institutional Transactions on Ishares Dj Us Tech ETF (IYW)
This table provides information on the latest institutional transactions involving Ishares Dj Us Tech ETF (IYW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-156- 7.3% |
$23.1K - $25.9K
|
1.98K
$313K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197+ 0.18% |
$29.2K - $32.7K
|
108K
$17M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 3.05% |
$1.63K - $1.83K
|
350
$55.2K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
48+ 1.5% |
$7.11K - $7.98K
|
3.25K
$513K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-197- 0.63% |
$29.2K - $32.7K
|
31K
$4.89M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.17M- 99.3% |
$469M - $527M
|
22.4K
$3.53M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.32KNew |
$788K - $885K
|
5.32K
$840K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
320+ 10.59% |
$47.4K - $53.2K
|
3.34K
$528K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-225- 1.88% |
$33.3K - $37.4K
|
11.7K
$1.85M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.99K+ 13.32% |
$294K - $330K
|
16.9K
$2.67M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-500- 16.52% |
$74.1K - $83.1K
|
2.53K
$399K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
19KNew |
$2.82M - $3.16M
|
19K
$3M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
352+ 6.61% |
$52.1K - $58.5K
|
5.68K
$897K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
254+ 6.54% |
$37.6K - $42.2K
|
4.14K
$653K
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$1.56M - $1.75M
|
10.6K
$1.67M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
16New |
$2.37K - $2.66K
|
16
$2.53K
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.17K- 2.05% |
$321K - $360K
|
104K
$16.4M
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-26.3K- 86.12% |
$3.89M - $4.36M
|
4.23K
$668K
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
33+ 0.96% |
$4.89K - $5.49K
|
3.49K
$550K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 7.69% |
$29.6K - $33.2K
|
2.4K
$379K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.59K+ 10.2% |
$384K - $431K
|
28K
$4.42M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
255+ 13.29% |
$37.8K - $42.4K
|
2.17K
$343K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-206K- 6.21% |
$27.4M - $32.6M
|
3.11M
$490M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.37K- 10.39% |
$981K - $1.17M
|
63.5K
$10M
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.84K- 9.36% |
$379K - $451K
|
27.5K
$4.35M
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.96K- 58.09% |
$394K - $469K
|
2.13K
$337K
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-314- 3.55% |
$41.8K - $49.8K
|
8.53K
$1.35M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-60- 2.18% |
$7.99K - $9.52K
|
2.69K
$424K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-780- 3.32% |
$104K - $124K
|
22.7K
$3.59M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
305KNew |
$40.7M - $48.5M
|
305K
$48.2M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.28KClosed |
$304K - $363K
|
0
$0
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.3KNew |
$173K - $206K
|
1.3K
$205K
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.58% |
$5.33K - $6.35K
|
6.98K
$1.1M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-441- 3.21% |
$58.7K - $70K
|
13.3K
$2.1M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-28- 1.31% |
$3.73K - $4.44K
|
2.11K
$334K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
340+ 5.1% |
$45.3K - $54K
|
7.01K
$1.11M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
116+ 1.71% |
$15.4K - $18.4K
|
6.9K
$1.09M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-35.6K- 40.58% |
$4.74M - $5.65M
|
52.1K
$8.22M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-936- 3.67% |
$125K - $149K
|
24.6K
$3.88M
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
790+ 5.43% |
$105K - $125K
|
15.3K
$2.42M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
49New |
$6.52K - $7.78K
|
49
$7.73K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
184+ 6.55% |
$24.5K - $29.2K
|
3K
$473K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-16- 0.04% |
$2.13K - $2.54K
|
37.5K
$5.92M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.2K- 5.51% |
$6.41M - $7.65M
|
826K
$130M
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-2.75K- 8.97% |
$367K - $437K
|
28K
$4.41M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
10.2K+ 192.7% |
$1.35M - $1.61M
|
15.4K
$2.44M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-185- 21.89% |
$24.6K - $29.4K
|
660
$104K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 0.94% |
$2K - $2.38K
|
1.59K
$251K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-7.01K- 9.21% |
$933K - $1.11M
|
69.1K
$10.9M
|