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 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-698- 0.93% |
$92.9K - $111K
|
74.2K
$11.7M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-148- 2.47% |
$19.7K - $23.5K
|
5.84K
$922K
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
9.83K+ 10.24% |
$1.31M - $1.56M
|
106K
$16.7M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$133 - $159
|
2.86K
$451K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.7KNew |
$227K - $270K
|
1.7K
$269K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-871- 14.39% |
$116K - $138K
|
5.18K
$818K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
471+ 6.86% |
$62.7K - $74.8K
|
7.34K
$1.16M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-174- 25.78% |
$23.2K - $27.6K
|
501
$79.1K
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
5.04K+ 54.72% |
$671K - $800K
|
14.2K
$2.25M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-142- 0.34% |
$18.9K - $22.5K
|
41.5K
$6.56M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-296- 6.31% |
$39.4K - $47K
|
4.4K
$694K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.96K- 10.67% |
$261K - $312K
|
16.4K
$2.59M
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
234+ 161.38% |
$31.2K - $37.1K
|
379
$59.8K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.5K- 55.25% |
$599K - $714K
|
3.64K
$575K
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-897- 11.16% |
$119K - $142K
|
7.14K
$1.13M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.78K- 4.8% |
$237K - $283K
|
35.3K
$5.57M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.62K- 4.57% |
$349K - $416K
|
54.7K
$8.63M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-35- 0.14% |
$4.66K - $5.56K
|
24.6K
$3.89M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.05K- 26.29% |
$139K - $166K
|
2.93K
$463K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.34K- 9.55% |
$712K - $848K
|
50.6K
$7.99M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-471- 7.85% |
$62.7K - $74.8K
|
5.53K
$873K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-294- 16.96% |
$39.1K - $46.7K
|
1.44K
$227K
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.29K+ 7.13% |
$304K - $363K
|
34.3K
$5.42M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-350- 8.97% |
$46.6K - $55.6K
|
3.55K
$561K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7+ 0.06% |
$932 - $1.11K
|
12.6K
$1.99M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
67New |
$8.92K - $10.6K
|
67
$10.6K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-131- 6.64% |
$17.4K - $20.8K
|
1.84K
$291K
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4- 2.56% |
$533 - $635
|
152
$24K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-230- 1.26% |
$30.6K - $36.5K
|
18K
$2.85M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
580+ 12.74% |
$77.2K - $92.1K
|
5.13K
$810K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
529+ 12.03% |
$70.4K - $84K
|
4.93K
$777K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.98% |
$13.3K - $15.9K
|
10.1K
$1.6M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.18K- 10.35% |
$423K - $504K
|
27.5K
$4.34M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.25K+ 5.35% |
$300K - $357K
|
44.3K
$7M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.17K- 8.69% |
$288K - $344K
|
22.7K
$3.59M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 12.29% |
$227K - $270K
|
15.5K
$2.45M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.21K- 4.86% |
$161K - $192K
|
23.7K
$3.74M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-75- 2.54% |
$9.99K - $11.9K
|
2.88K
$455K
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.46K
$231K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.63KNew |
$217K - $258K
|
1.63K
$257K
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 5.25% |
$299K - $356K
|
45K
$7.1M
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-22- 0.51% |
$2.93K - $3.49K
|
4.33K
$684K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-209- 2.08% |
$27.8K - $33.2K
|
9.85K
$1.55M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
672+ 2.4% |
$89.5K - $107K
|
28.6K
$4.52M
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-8.16K- 15.25% |
$1.09M - $1.29M
|
45.3K
$7.15M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.7K+ 179.08% |
$10.9M - $13M
|
127K
$20.1M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-139- 1.33% |
$18.5K - $22.1K
|
10.3K
$1.63M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$133 - $159
|
1.83K
$288K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 1.5% |
$3.33K - $3.97K
|
1.64K
$259K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21+ 0.81% |
$2.8K - $3.33K
|
2.62K
$414K
|