Latest Institutional Purchases of Ishares Dj Us Tech ETF (IYW)
This list provides information on the latest institutional transactions involving Ishares Dj Us Tech ETF (IYW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
240KNew |
$35.6M - $39.9M
|
240K
$38.3M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95.7KNew |
$14.2M - $15.9M
|
95.7K
$15.3M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
62.3K+ 154.44% |
$9.23M - $10.4M
|
103K
$16.4M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
57.4KNew |
$8.51M - $9.55M
|
57.4K
$9.17M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52.8KNew |
$7.82M - $8.78M
|
52.8K
$8.43M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
40.3K+ 93.53% |
$5.97M - $6.7M
|
83.4K
$13.3M
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
36.6KNew |
$5.42M - $6.08M
|
36.6K
$5.84M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31KNew |
$4.59M - $5.15M
|
31K
$4.95M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.6K+ 9.38% |
$4.24M - $4.76M
|
334K
$53.3M
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
22.4KNew |
$3.32M - $3.72M
|
22.4K
$3.57M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.6K+ 212.6% |
$3.05M - $3.42M
|
30.3K
$4.83M
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
19KNew |
$2.82M - $3.16M
|
19K
$3.04M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.9K+ 131.81% |
$2.8M - $3.14M
|
33.3K
$5.31M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.4K+ 2.01% |
$2.72M - $3.06M
|
932K
$149M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
16.7K+ 26.45% |
$2.47M - $2.77M
|
79.7K
$12.7M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
15.7KNew |
$2.33M - $2.61M
|
15.7K
$2.51M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$2.32M - $2.6M
|
15.7K
$2.5M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.2KNew |
$1.96M - $2.19M
|
13.2K
$2.11M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 237.39% |
$1.86M - $2.09M
|
17.9K
$2.86M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
10.7K+ 28.93% |
$1.59M - $1.78M
|
47.7K
$7.62M
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$1.56M - $1.75M
|
10.6K
$1.69M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.99K+ 10.76% |
$1.48M - $1.66M
|
103K
$16.4M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.79KNew |
$1.45M - $1.63M
|
9.79K
$1.56M
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
9.71KNew |
$1.44M - $1.61M
|
9.71K
$1.55M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.53K+ 20.28% |
$1.41M - $1.58M
|
56.5K
$9.02M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8.58KNew |
$1.27M - $1.43M
|
8.58K
$1.37M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.37K+ 19.9% |
$1.24M - $1.39M
|
50.4K
$8.05M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.22K+ 166.98% |
$1.22M - $1.37M
|
13.1K
$2.1M
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
7.38KNew |
$1.09M - $1.23M
|
7.38K
$1.18M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.35K+ 93.49% |
$1.09M - $1.22M
|
15.2K
$2.43M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.11K+ 24.23% |
$905K - $1.02M
|
31.3K
$5M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5.54KNew |
$821K - $922K
|
5.54K
$885K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.46K+ 5.12% |
$808K - $907K
|
112K
$17.9M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.32KNew |
$788K - $885K
|
5.32K
$850K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.13K+ 29.78% |
$759K - $852K
|
22.3K
$3.57M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.96K+ 15.05% |
$734K - $824K
|
37.9K
$6.05M
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.92K+ 53.82% |
$729K - $818K
|
14.1K
$2.25M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.92KNew |
$729K - $818K
|
4.92K
$786K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.77K+ 1.33% |
$707K - $793K
|
364K
$58.2M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.76K+ 29.35% |
$705K - $791K
|
21K
$3.35M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.29K+ 20.0% |
$636K - $713K
|
25.8K
$4.11M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.28KNew |
$633K - $711K
|
4.28K
$683K
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.25KNew |
$630K - $707K
|
4.25K
$679K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.17KNew |
$618K - $694K
|
4.17K
$666K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.98K+ 130.28% |
$590K - $662K
|
7.04K
$1.12M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.43K+ 19.49% |
$509K - $571K
|
21K
$3.36M
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
3.41KNew |
$506K - $567K
|
3.41K
$545K
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.36KNew |
$498K - $559K
|
3.36K
$537K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.26K+ 7.36% |
$483K - $542K
|
47.6K
$7.59M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.18K+ 35.67% |
$471K - $529K
|
12.1K
$1.93M
|