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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
240+ 54.92% |
$17.4K - $22.3K
|
677
$135K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
215+ 70.26% |
$15.6K - $20K
|
521
$104K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
207New |
$15K - $19.2K
|
207
$41.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
206+ 4.9% |
$14.9K - $19.1K
|
4.41K
$877K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
160New |
$11.6K - $14.8K
|
160
$31.9K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
72New |
$5.22K - $6.68K
|
72
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
31New |
$2.25K - $2.88K
|
31
$6.17K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
27New |
$1.96K - $2.51K
|
27
$5.38K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10New |
$725 - $928
|
10
$1.99K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
47.6KNew |
$3.41M - $3.89M
|
47.6K
$9.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
31.6KNew |
$2.26M - $2.58M
|
31.6K
$6.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$1.24M - $1.41M
|
17.3K
$3.45M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.7KNew |
$837K - $957K
|
11.7K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.52KNew |
$395K - $451K
|
5.52K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$344K - $393K
|
4.81K
$958K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.5KNew |
$250K - $286K
|
3.5K
$697K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
3.24KNew |
$232K - $265K
|
3.24K
$645K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.2KNew |
$229K - $262K
|
3.2K
$637K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$105K - $120K
|
1.46K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
779+ 113.72% |
$55.7K - $63.7K
|
1.46K
$292K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
775+ 27.68% |
$55.4K - $63.3K
|
3.58K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
721+ 14.94% |
$51.6K - $58.9K
|
5.55K
$1.1M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
681New |
$48.7K - $55.7K
|
681
$136K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
153New |
$10.9K - $12.5K
|
153
$30.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
151New |
$10.8K - $12.3K
|
151
$30.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
108New |
$7.72K - $8.83K
|
108
$21.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
84New |
$6.01K - $6.86K
|
84
$16.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
57New |
$4.08K - $4.66K
|
57
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
17New |
$1.22K - $1.39K
|
17
$3.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16New |
$1.14K - $1.31K
|
16
$3.19K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
16New |
$1.14K - $1.31K
|
16
$3.19K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
7New |
$501 - $572
|
7
$1.39K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.0% |
$71.5 - $81.7
|
24.2K
$4.83M
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.46KNew |
$327K - $421K
|
4.46K
$888K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
3.4KNew |
$249K - $321K
|
3.4K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
846New |
$62.1K - $79.9K
|
846
$168K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
524+ 2.42% |
$38.4K - $49.5K
|
22.2K
$4.41M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
432New |
$31.7K - $40.8K
|
432
$86K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
14+ 9.79% |
$1.03K - $1.32K
|
157
$31.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$220 - $284
|
3
$597
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.94KNew |
$383K - $519K
|
4.94K
$984K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.09KNew |
$239K - $324K
|
3.09K
$614K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1KNew |
$77.5K - $105K
|
1K
$199K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
616New |
$47.8K - $64.7K
|
616
$123K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
316+ 4.74% |
$24.5K - $33.2K
|
6.98K
$1.39M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
260New |
$20.2K - $27.3K
|
260
$51.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
60New |
$4.65K - $6.3K
|
60
$11.9K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
44New |
$3.41K - $4.62K
|
44
$8.76K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$1.55K - $2.1K
|
20
$3.98K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 1.72% |
$775 - $1.05K
|
590
$118K
|
|