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 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.94K+ 2.51% |
$435K - $489K
|
120K
$16.4M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-165- 1.39% |
$24.4K - $27.4K
|
11.7K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 6.97% |
$16.6K - $18.6K
|
1.72K
$236K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9+ 0.09% |
$1.33K - $1.5K
|
10.2K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18+ 0.72% |
$2.67K - $2.99K
|
2.5K
$343K
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.32K- 34.51% |
$788K - $884K
|
10.1K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.86K
$391K
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.29K+ 46.37% |
$190K - $214K
|
4.06K
$555K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80.3K+ 17.98% |
$11.9M - $13.3M
|
527K
$72.1M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-996- 2.54% |
$148K - $166K
|
38.2K
$5.23M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-28- 2.03% |
$4.15K - $4.65K
|
1.35K
$185K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.25K+ 13.29% |
$481K - $540K
|
27.7K
$3.79M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.61K- 1.5% |
$387K - $434K
|
171K
$23.5M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.8K- 6.88% |
$3.82M - $4.29M
|
350K
$47.9M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6K+ 2.98% |
$3.64M - $4.08M
|
850K
$116M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.2K+ 8.81% |
$2.25M - $2.53M
|
188K
$25.7M
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.11% |
$444 - $499
|
2.81K
$385K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.2K+ 6.71% |
$4.63M - $5.19M
|
497K
$68M
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 20.37% |
$225K - $253K
|
5.95K
$815K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.54K+ 321.18% |
$672K - $754K
|
5.95K
$814K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-184K- 4.06% |
$27.2M - $30.5M
|
4.34M
$594M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-44- 2.08% |
$6.52K - $7.31K
|
2.07K
$283K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
22+ 0.36% |
$3.26K - $3.66K
|
6.16K
$844K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.34KNew |
$347K - $390K
|
2.34K
$321K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19KNew |
$2.82M - $3.16M
|
19K
$2.6M
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
7.5KNew |
$1.11M - $1.25M
|
7.5K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
95.4KNew |
$14.1M - $15.9M
|
95.4K
$13.1M
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.46KNew |
$217K - $243K
|
1.46K
$200K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.55K+ 140.93% |
$673K - $756K
|
7.77K
$1.06M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.36K+ 5.73% |
$497K - $558K
|
61.9K
$8.48M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.15% |
$1.33K - $1.5K
|
6.2K
$849K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5K+ 39.35% |
$741K - $831K
|
17.7K
$2.43M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.61K- 14.29% |
$239K - $268K
|
9.67K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.1K- 4.83% |
$5.21M - $5.84M
|
693K
$94.8M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.7K+ 89.59% |
$2.03M - $2.28M
|
29K
$3.97M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-191- 8.65% |
$28.3K - $31.7K
|
2.02K
$276K
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.64K- 16.2% |
$540K - $606K
|
18.9K
$2.58M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
123+ 0.29% |
$18.2K - $20.4K
|
43.1K
$5.9M
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
327+ 4.79% |
$48.4K - $54.4K
|
7.15K
$979K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.05K- 2.39% |
$304K - $341K
|
83.9K
$11.5M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 39.81% |
$177K - $198K
|
4.19K
$574K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
315K+ 10.13% |
$46.6M - $52.3M
|
3.42M
$468M
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.34KNew |
$495K - $555K
|
3.34K
$457K
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
1.16KNew |
$172K - $193K
|
1.16K
$159K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.26K+ 8.3% |
$335K - $375K
|
29.5K
$4.04M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.93K- 4.52% |
$435K - $488K
|
61.9K
$8.48M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-360- 14.41% |
$53.3K - $59.8K
|
2.14K
$293K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
618+ 4.36% |
$91.6K - $103K
|
14.8K
$2.02M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
39.2K+ 5.07% |
$5.81M - $6.52M
|
813K
$111M
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
590+ 17.3% |
$87.4K - $98.1K
|
4K
$548K
|