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 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 6.72% |
$22.2K - $24.9K
|
2.38K
$392K
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-705- 10.46% |
$104K - $117K
|
6.04K
$994K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.46K+ 5.12% |
$808K - $907K
|
112K
$18.5M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
213+ 2.37% |
$31.6K - $35.4K
|
9.2K
$1.52M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
103+ 0.19% |
$15.3K - $17.1K
|
55.3K
$9.11M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78K+ 46.22% |
$264K - $296K
|
5.63K
$927K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1K+ 0.85% |
$148K - $166K
|
118K
$19.4M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-111- 1.63% |
$16.4K - $18.5K
|
6.68K
$1.1M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.37KNew |
$352K - $394K
|
2.37K
$391K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.17KNew |
$469K - $526K
|
3.17K
$521K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.6K+ 212.6% |
$3.05M - $3.42M
|
30.3K
$4.98M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
798+ 21.63% |
$118K - $133K
|
4.49K
$739K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.91K- 6.56% |
$875K - $982K
|
84.1K
$13.8M
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-69- 1.16% |
$10.2K - $11.5K
|
5.89K
$971K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-29- 0.22% |
$4.3K - $4.82K
|
13.3K
$2.19M
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
121+ 1.97% |
$17.9K - $20.1K
|
6.27K
$1.03M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-44- 1.86% |
$6.52K - $7.31K
|
2.32K
$383K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
379+ 5.82% |
$56.1K - $63K
|
6.89K
$1.14M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-8.11K- 3.0% |
$1.2M - $1.35M
|
262K
$43.1M
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.94K+ 17.62% |
$287K - $322K
|
12.9K
$2.13M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.67K+ 34.75% |
$396K - $444K
|
10.4K
$1.71M
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15+ 0.38% |
$2.22K - $2.49K
|
3.95K
$650K
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 0.1% |
$12.4K - $14K
|
83.4K
$13.7M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.92KNew |
$729K - $818K
|
4.92K
$810K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-147- 0.89% |
$21.8K - $24.4K
|
16.4K
$2.7M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 1.95% |
$227K - $255K
|
77.3K
$12.7M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.2KNew |
$1.96M - $2.19M
|
13.2K
$2.17M
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.22K- 2.8% |
$328K - $369K
|
76.9K
$12.7M
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-255- 3.56% |
$37.8K - $42.4K
|
6.91K
$1.14M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
619+ 12.61% |
$91.7K - $103K
|
5.53K
$910K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
3.41KNew |
$506K - $567K
|
3.41K
$562K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.26K+ 7.36% |
$483K - $542K
|
47.6K
$7.83M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-318- 1.25% |
$47.1K - $52.9K
|
25K
$4.12M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
442New |
$65.5K - $73.5K
|
442
$72.8K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 237.39% |
$1.86M - $2.09M
|
17.9K
$2.95M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
426+ 0.34% |
$63.1K - $70.8K
|
125K
$20.5M
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.57K+ 8.87% |
$381K - $427K
|
31.5K
$5.19M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
409+ 6.74% |
$60.6K - $68K
|
6.48K
$1.07M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-21.6K- 63.09% |
$3.21M - $3.6M
|
12.7K
$2.08M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-512- 8.47% |
$75.8K - $85.1K
|
5.53K
$911K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
439+ 19.2% |
$65K - $73K
|
2.73K
$449K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-485- 8.2% |
$71.8K - $80.6K
|
5.43K
$894K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-68- 0.83% |
$10.1K - $11.3K
|
8.13K
$1.34M
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
379+ 37900.0% |
$56.1K - $63K
|
380
$62.6K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.9K+ 131.81% |
$2.8M - $3.14M
|
33.3K
$5.48M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12- 0.27% |
$1.78K - $1.99K
|
4.51K
$742K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.06K+ 1.01% |
$305K - $343K
|
207K
$34.1M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
770New |
$114K - $128K
|
770
$127K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.8K- 12.98% |
$1.3M - $1.46M
|
59K
$9.72M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
921+ 6.38% |
$136K - $153K
|
15.4K
$2.53M
|