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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.1K- 4.51% |
$2.28M - $2.72M
|
363K
$57.3M
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
140+ 0.49% |
$18.6K - $22.2K
|
29K
$4.57M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
97.2K+ 2402.99% |
$12.9M - $15.4M
|
101K
$16M
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
16.9KNew |
$2.25M - $2.68M
|
16.9K
$2.66M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.75KNew |
$366K - $436K
|
2.75K
$433K
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.66KNew |
$620K - $739K
|
4.66K
$735K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.64KNew |
$219K - $260K
|
1.64K
$259K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.07K+ 9.18% |
$142K - $170K
|
12.7K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60- 1.56% |
$7.99K - $9.52K
|
3.8K
$600K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
10.2KNew |
$1.36M - $1.62M
|
10.2K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.41KNew |
$188K - $224K
|
1.41K
$223K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$533 - $635
|
4
$631
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
392New |
$52.2K - $62.2K
|
392
$61.9K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
466+ 1.69% |
$62.1K - $74K
|
28K
$4.43M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-24K- 53.16% |
$3.2M - $3.81M
|
21.2K
$3.34M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.14K- 4.47% |
$951K - $1.13M
|
153K
$24.1M
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-54.7K- 49.79% |
$7.28M - $8.68M
|
55.1K
$8.7M
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14+ 0.45% |
$1.86K - $2.22K
|
3.13K
$495K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.28K- 68.09% |
$170K - $203K
|
600
$94.7K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
587New |
$78.2K - $93.2K
|
587
$92.7K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
245+ 81.67% |
$32.6K - $38.9K
|
545
$86K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
108New |
$14.4K - $17.1K
|
108
$17K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.89K- 10.41% |
$252K - $300K
|
16.3K
$2.57M
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.89K+ 18.61% |
$1.32M - $1.57M
|
63K
$9.95M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.25K- 21.62% |
$699K - $833K
|
19K
$3.01M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
579+ 1.49% |
$77.1K - $91.9K
|
39.4K
$6.22M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-622- 31.7% |
$82.8K - $98.7K
|
1.34K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.04K+ 1.95% |
$272K - $324K
|
107K
$16.8M
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
171+ 4.92% |
$22.8K - $27.1K
|
3.65K
$576K
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
542K+ 4550.84% |
$72.1M - $86M
|
553K
$87.4M
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
4.38KNew |
$584K - $696K
|
4.38K
$692K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
936New |
$125K - $149K
|
936
$148K
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-52K- 99.55% |
$6.93M - $8.26M
|
233
$36.8K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
126New |
$16.8K - $20K
|
126
$19.9K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
55+ 0.98% |
$7.32K - $8.73K
|
5.66K
$893K
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
234+ 11.81% |
$31.2K - $37.1K
|
2.22K
$350K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-412- 2.15% |
$54.9K - $65.4K
|
18.8K
$2.96M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
135+ 0.3% |
$18K - $21.4K
|
44.6K
$7.04M
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-785- 20.38% |
$105K - $125K
|
3.07K
$484K
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.58K- 97.2% |
$609K - $726K
|
132
$20.8K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.78K- 9.9% |
$237K - $283K
|
16.2K
$2.56M
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
196K+ 19.14% |
$26.1M - $31.1M
|
1.22M
$192M
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.67K- 6.77% |
$755K - $900K
|
78.1K
$12.3M
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-14.4K- 31.25% |
$1.91M - $2.28M
|
31.6K
$4.99M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-800- 3.0% |
$107K - $127K
|
25.9K
$4.09M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.09K- 43.06% |
$411K - $490K
|
4.08K
$644K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.21K- 0.68% |
$294K - $350K
|
322K
$50.8M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 4.91% |
$135K - $161K
|
19.7K
$3.11M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
564+ 0.66% |
$75.1K - $89.5K
|
86K
$13.6M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-60- 5.73% |
$7.99K - $9.52K
|
987
$156K
|