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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.25K- 1.75% |
$185K - $208K
|
70.3K
$11.3M
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-454- 2.77% |
$67.3K - $75.5K
|
15.9K
$2.56M
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.08K+ 2.89% |
$161K - $180K
|
38.5K
$6.18M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-413- 2.15% |
$61.2K - $68.7K
|
18.8K
$3.02M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-451- 5.6% |
$66.8K - $75K
|
7.61K
$1.22M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-375- 1.78% |
$55.6K - $62.3K
|
20.7K
$3.33M
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
3.04KNew |
$450K - $505K
|
3.04K
$488K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.68K- 44.55% |
$249K - $280K
|
2.1K
$336K
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
111+ 0.13% |
$16.4K - $18.5K
|
88.3K
$14.2M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-133- 4.44% |
$19.7K - $22.1K
|
2.86K
$459K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
29.7KNew |
$4.39M - $4.93M
|
29.7K
$4.76M
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-95- 2.32% |
$14.1K - $15.8K
|
3.99K
$640K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-60- 18.75% |
$8.89K - $9.97K
|
260
$41.7K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-180- 28.13% |
$26.7K - $29.9K
|
460
$73.8K
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-130- 4.37% |
$19.3K - $21.6K
|
2.85K
$457K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18.5K- 89.01% |
$2.73M - $3.07M
|
2.28K
$366K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 1.59% |
$2.03M - $2.27M
|
873K
$140M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.46KNew |
$1.1M - $1.24M
|
7.46K
$1.2M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-9- 0.03% |
$1.33K - $1.5K
|
30.7K
$4.93M
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-410- 4.11% |
$60.7K - $68.2K
|
9.57K
$1.54M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
325New |
$48.1K - $54K
|
325
$52.1K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.3K+ 9.1% |
$4.34M - $4.87M
|
351K
$56.4M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-685- 6.22% |
$101K - $114K
|
10.3K
$1.66M
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-61- 1.41% |
$9.04K - $10.1K
|
4.27K
$685K
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-856- 23.45% |
$127K - $142K
|
2.79K
$448K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-3.19K- 16.0% |
$473K - $530K
|
16.8K
$2.69M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-373- 21.92% |
$55.3K - $62K
|
1.33K
$213K
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-344- 10.41% |
$51K - $57.2K
|
2.96K
$475K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23- 0.86% |
$3.41K - $3.82K
|
2.67K
$427K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 26.95% |
$163K - $183K
|
5.18K
$831K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.2K+ 19.81% |
$474K - $531K
|
19.3K
$3.1M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.76K- 9.08% |
$260K - $292K
|
17.6K
$2.82M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-104- 1.03% |
$15.4K - $17.3K
|
10K
$1.6M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.5K+ 73.82% |
$1.55M - $1.74M
|
24.6K
$3.95M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
30+ 1.76% |
$4.44K - $4.99K
|
1.73K
$278K
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-63- 0.1% |
$9.33K - $10.5K
|
61.8K
$9.91M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
351New |
$52K - $58.3K
|
351
$56.3K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.07% |
$148 - $166
|
1.4K
$224K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.48K+ 6.24% |
$219K - $246K
|
25.2K
$4.04M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-36- 1.25% |
$5.33K - $5.98K
|
2.84K
$456K
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-683- 5.52% |
$101K - $114K
|
11.7K
$1.87M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.8K- 18.09% |
$2.63M - $2.95M
|
80.4K
$12.9M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.1K- 1.5% |
$2.83M - $3.18M
|
1.25M
$201M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 0.13% |
$7.41K - $8.31K
|
39.7K
$6.37M
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-218- 3.12% |
$32.3K - $36.2K
|
6.76K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
8.45K+ 300.0% |
$1.25M - $1.4M
|
11.3K
$1.81M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-652- 0.24% |
$96.6K - $108K
|
275K
$44.2M
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 6.24% |
$294K - $329K
|
33.7K
$5.41M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
185+ 0.71% |
$27.4K - $30.8K
|
26.1K
$4.18M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16- 0.55% |
$2.37K - $2.66K
|
2.91K
$467K
|