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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.28K- 20.6% |
$151K - $175K
|
4.95K
$986K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-4- 0.16% |
$470 - $546
|
2.44K
$486K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-125- 0.29% |
$14.7K - $17.1K
|
43K
$8.57M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$186K - $216K
|
1.58K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$374K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.62K+ 39.34% |
$543K - $631K
|
16.4K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199- 5.83% |
$23.4K - $27.2K
|
3.21K
$640K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.73K+ 7.18% |
$203K - $236K
|
25.8K
$5.14M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160New |
$18.8K - $21.9K
|
160
$31.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-60- 3.4% |
$7.05K - $8.2K
|
1.71K
$340K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.68KNew |
$433K - $503K
|
3.68K
$734K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-64- 9.54% |
$7.52K - $8.74K
|
607
$121K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$1.88K - $2.19K
|
16
$3.19K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-520- 22.18% |
$61.1K - $71K
|
1.82K
$363K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
558New |
$65.6K - $76.2K
|
558
$111K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
520New |
$61.1K - $71K
|
520
$104K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$10.8K - $12.6K
|
92
$18.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
507+ 6.97% |
$59.6K - $69.3K
|
7.78K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31+ 0.35% |
$3.64K - $4.23K
|
8.94K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-22- 64.71% |
$2.59K - $3K
|
12
$2.39K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-355- 42.46% |
$41.7K - $48.5K
|
481
$95.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.33K- 29.85% |
$274K - $318K
|
5.48K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-19- 2.08% |
$2.23K - $2.6K
|
896
$178K
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
38New |
$4.47K - $5.19K
|
38
$7.57K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
51+ 2.77% |
$5.99K - $6.97K
|
1.9K
$377K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 60.0% |
$70.5K - $82K
|
400
$79.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13New |
$1.53K - $1.78K
|
13
$2.59K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
23New |
$2.7K - $3.14K
|
23
$4.58K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37New |
$4.35K - $5.05K
|
37
$7.37K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-24- 1.05% |
$2.82K - $3.28K
|
2.27K
$452K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.27K+ 109.31% |
$266K - $309K
|
4.34K
$864K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
50New |
$5.88K - $6.83K
|
50
$9.96K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
1.62KNew |
$190K - $221K
|
1.62K
$323K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
60+ 2.65% |
$7.05K - $8.2K
|
2.32K
$463K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209New |
$21.2K - $25.8K
|
209
$41.6K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
318+ 159.0% |
$32.2K - $39.2K
|
518
$103K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.81KNew |
$488K - $593K
|
4.81K
$958K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$2.43K - $2.96K
|
24
$4.78K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.63KNew |
$368K - $448K
|
3.63K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
50.8KNew |
$5.15M - $6.27M
|
50.8K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-8.58K- 42.61% |
$869K - $1.06M
|
11.6K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-94- 78.33% |
$9.52K - $11.6K
|
26
$5.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
266New |
$26.9K - $32.8K
|
266
$53K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
52.6KNew |
$5.32M - $6.48M
|
52.6K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.87KNew |
$190K - $231K
|
1.87K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$169K - $206K
|
1.67K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700New |
$70.9K - $86.3K
|
700
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
53.8KNew |
$5.45M - $6.63M
|
53.8K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.5K+ 30.6% |
$152K - $185K
|
6.41K
$1.28M
|
|