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 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.36K+ 15.18% |
$794K - $891K
|
40.7K
$5.57M
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-57.3K- 91.63% |
$8.48M - $9.52M
|
5.23K
$717K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
137+ 6.33% |
$20.3K - $22.8K
|
2.3K
$315K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 1.97% |
$1.93K - $2.16K
|
673
$92.2K
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-99- 1.05% |
$14.7K - $16.5K
|
9.36K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-4.15K- 29.98% |
$614K - $689K
|
9.68K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.28KNew |
$486K - $545K
|
3.28K
$449K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
52New |
$7.7K - $8.64K
|
52
$7.12K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20.4K- 96.34% |
$3.02M - $3.39M
|
775
$106K
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-50- 0.42% |
$7.41K - $8.31K
|
11.7K
$1.61M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.37K- 5.04% |
$796K - $893K
|
101K
$13.9M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-782- 3.44% |
$116K - $130K
|
22K
$3.01M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.2K+ 63.93% |
$3M - $3.36M
|
51.9K
$7.1M
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 1.51% |
$5.18K - $5.82K
|
2.29K
$314K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.5K- 47.97% |
$4.07M - $4.57M
|
29.8K
$4.08M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.2KNew |
$918K - $1.03M
|
6.2K
$849K
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.84K
$389K
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
242+ 17.91% |
$35.8K - $40.2K
|
1.59K
$218K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19K- 10.51% |
$2.82M - $3.16M
|
162K
$22.2M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.7K- 21.64% |
$5.58M - $6.27M
|
137K
$18.7M
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.12K- 3.99% |
$166K - $186K
|
26.9K
$3.69M
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-93- 1.09% |
$13.8K - $15.5K
|
8.44K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.52K- 9.63% |
$1.11M - $1.25M
|
70.5K
$9.66M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3.67K- 12.87% |
$544K - $610K
|
24.9K
$3.4M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-790- 3.56% |
$117K - $131K
|
21.4K
$2.93M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.14K+ 2.55% |
$168K - $189K
|
45.8K
$6.27M
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
250+ 7.91% |
$37K - $41.6K
|
3.41K
$467K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
241+ 6.79% |
$35.7K - $40.1K
|
3.79K
$519K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
79+ 1.08% |
$11.7K - $13.1K
|
7.4K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.19K- 3.93% |
$473K - $531K
|
78K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.69K+ 14.92% |
$251K - $282K
|
13K
$1.79M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
188+ 12.15% |
$27.9K - $31.3K
|
1.74K
$238K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 0.24% |
$10.2K - $11.5K
|
28.7K
$3.93M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 9.88% |
$6.07K - $6.82K
|
456
$62.4K
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
877+ 2.97% |
$130K - $146K
|
30.4K
$4.16M
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-5- 0.11% |
$741 - $831
|
4.38K
$599K
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
19.3KNew |
$2.87M - $3.22M
|
19.3K
$2.65M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.5K- 74.7% |
$1.71M - $1.92M
|
3.91K
$535K
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13.8K- 18.75% |
$2.04M - $2.29M
|
59.6K
$8.17M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-738- 22.03% |
$109K - $123K
|
2.61K
$358K
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.5K- 26.7% |
$370K - $416K
|
6.86K
$940K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-56.5K- 69.28% |
$8.37M - $9.39M
|
25K
$3.43M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.13K+ 1.8% |
$316K - $354K
|
120K
$16.5M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
418+ 1.26% |
$61.9K - $69.5K
|
33.6K
$4.6M
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-605- 8.0% |
$89.6K - $101K
|
6.96K
$952K
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-165- 7.73% |
$24.4K - $27.4K
|
1.97K
$270K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-56.9K- 7.96% |
$8.43M - $9.46M
|
657K
$90M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-34- 0.25% |
$5.04K - $5.65K
|
13.8K
$1.89M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 2.96% |
$610K - $685K
|
135K
$18.5M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-470- 4.45% |
$69.6K - $78.1K
|
10.1K
$1.38M
|