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 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.2K+ 111.83% |
$2.1M - $2.35M
|
26.8K
$3.67M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-297- 1.38% |
$44K - $49.4K
|
21.2K
$2.9M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
63+ 1.29% |
$9.33K - $10.5K
|
4.95K
$677K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.5K+ 52.58% |
$2.15M - $2.41M
|
42.2K
$5.77M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-618- 0.46% |
$91.6K - $103K
|
135K
$18.5M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.04K- 5.92% |
$1.04M - $1.17M
|
112K
$15.3M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-148- 3.01% |
$21.9K - $24.6K
|
4.76K
$652K
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-565- 21.86% |
$83.7K - $93.9K
|
2.02K
$277K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
206+ 9.92% |
$30.5K - $34.2K
|
2.28K
$312K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30K- 86.93% |
$4.45M - $4.99M
|
4.52K
$618K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61MNew |
$238M - $267M
|
1.61M
$220M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.25K
$308K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67+ 446.67% |
$9.93K - $11.1K
|
82
$11.2K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-112- 80.58% |
$16.6K - $18.6K
|
27
$3.7K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3+ 0.03% |
$444 - $499
|
10.5K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6+ 0.32% |
$889 - $997
|
1.88K
$258K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-163- 1.61% |
$24.1K - $27.1K
|
9.98K
$1.37M
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$748K - $839K
|
5.05K
$691K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
42.6K+ 1170.24% |
$6.31M - $7.08M
|
46.3K
$6.34M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.46KNew |
$216K - $242K
|
1.46K
$199K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.84K+ 15.33% |
$718K - $805K
|
36.4K
$4.99M
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.33K+ 1.79% |
$196K - $220K
|
75.5K
$10.3M
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-259- 6.47% |
$38.4K - $43.1K
|
3.75K
$513K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.81K- 24.5% |
$564K - $633K
|
11.7K
$1.61M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
497K+ 54.8% |
$73.6M - $82.6M
|
1.4M
$192M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.18K- 7.23% |
$174K - $195K
|
15.1K
$2.07M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-125- 0.37% |
$18.5K - $20.8K
|
33.5K
$4.58M
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.12KNew |
$314K - $352K
|
2.12K
$290K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.76KNew |
$1.15M - $1.29M
|
7.76K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7+ 0.23% |
$1.04K - $1.16K
|
3.07K
$421K
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-343- 2.12% |
$50.8K - $57K
|
15.8K
$2.17M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.57KNew |
$825K - $926K
|
5.57K
$763K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.71K- 43.43% |
$846K - $949K
|
7.43K
$1.02M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.82K- 5.72% |
$1.01M - $1.13M
|
112K
$15.4M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.12K+ 68.33% |
$167K - $187K
|
2.77K
$379K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.67K- 7.26% |
$544K - $610K
|
46.9K
$6.42M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-510- 0.82% |
$75.6K - $84.8K
|
62K
$8.5M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.2K- 7.4% |
$178K - $199K
|
15K
$2.06M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62+ 3.84% |
$9.18K - $10.3K
|
1.68K
$230K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
90+ 43.69% |
$13.3K - $15K
|
296
$40.5K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-153- 13.87% |
$22.7K - $25.4K
|
950
$130K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.14K+ 25.2% |
$613K - $688K
|
20.5K
$2.81M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
186+ 0.61% |
$27.6K - $30.9K
|
30.7K
$4.2M
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
42New |
$6.22K - $6.98K
|
42
$5.75K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.18% |
$1.04K - $1.16K
|
3.99K
$546K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.3K+ 45.83% |
$4.79M - $5.38M
|
103K
$14.1M
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
10+ 0.14% |
$1.48K - $1.66K
|
7.15K
$979K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.04K+ 29.98% |
$302K - $339K
|
8.84K
$1.21M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-315- 26.18% |
$46.7K - $52.4K
|
888
$122K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
36.4KNew |
$5.39M - $6.05M
|
36.4K
$4.98M
|