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 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
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.72KNew |
$174K - $212K
|
1.72K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
178New |
$18K - $21.9K
|
178
$35.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 11.26% |
$5.07K - $6.17K
|
394
$78.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.84K- 53.95% |
$288K - $350K
|
2.42K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-240- 6.06% |
$24.3K - $29.6K
|
3.72K
$741K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.14KNew |
$217K - $264K
|
2.14K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.68KNew |
$272K - $330K
|
2.68K
$534K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-27- 49.09% |
$2.74K - $3.33K
|
28
$5.58K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$166K - $202K
|
1.64K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14.2K+ 20.13% |
$1.44M - $1.75M
|
84.8K
$16.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.18K- 12.65% |
$220K - $268K
|
15K
$2.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.7KNew |
$172K - $210K
|
1.7K
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.22K- 23.06% |
$934K - $1.14M
|
30.7K
$6.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$351K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 33.33% |
$111K - $136K
|
2.2K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-854- 1.14% |
$86.5K - $105K
|
74.3K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.69K+ 28.78% |
$475K - $578K
|
21K
$4.18M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.74KNew |
$176K - $215K
|
1.74K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.98KNew |
$403K - $491K
|
3.98K
$793K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-28.7K- 99.98% |
$2.91M - $3.54M
|
5
$996
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-82- 0.49% |
$8.31K - $10.1K
|
16.7K
$3.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
88New |
$8.92K - $10.9K
|
88
$17.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-400- 16.37% |
$40.5K - $49.3K
|
2.04K
$407K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-294- 14.98% |
$29.8K - $36.3K
|
1.67K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-40- 1.23% |
$4.05K - $4.93K
|
3.2K
$637K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-729- 24.23% |
$73.9K - $89.9K
|
2.28K
$454K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62.4K+ 35.52% |
$6.32M - $7.7M
|
238K
$47.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.69K+ 12.78% |
$171K - $208K
|
14.9K
$2.96M
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
130New |
$13.4K - $14.8K
|
130
$25.9K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$79.7K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
21.6KNew |
$2.23M - $2.45M
|
21.6K
$4.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$198K - $217K
|
1.91K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-61.7K- 46.23% |
$6.38M - $7.01M
|
71.7K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-160- 7.01% |
$16.5K - $18.2K
|
2.12K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-444- 13.93% |
$45.9K - $50.5K
|
2.74K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$289K - $318K
|
2.8K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
31New |
$3.21K - $3.52K
|
31
$6.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
57.6KNew |
$5.96M - $6.55M
|
57.6K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.36K- 18.98% |
$140K - $154K
|
5.8K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$517 - $568
|
5
$996
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.35% |
$3.1K - $3.41K
|
2.26K
$449K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
68New |
$7.03K - $7.73K
|
68
$13.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
55.2KNew |
$5.7M - $6.27M
|
55.2K
$11M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$79.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150K- 48.98% |
$15.5M - $17M
|
156K
$31.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-37- 1.33% |
$3.83K - $4.21K
|
2.74K
$545K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40- 20.0% |
$4.14K - $4.55K
|
160
$31.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.51K- 37.62% |
$156K - $171K
|
2.5K
$498K
|
|