Purchases and Sales Made in Q1 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES DJ US TECH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13New |
$1.53K - $1.78K
|
13
$2.09K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13+ 0.27% |
$1.53K - $1.78K
|
4.91K
$789K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12+ 0.23% |
$1.41K - $1.64K
|
5.33K
$858K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9+ 0.04% |
$1.06K - $1.23K
|
22.8K
$3.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
8+ 21.62% |
$940 - $1.09K
|
45
$7.24K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.06% |
$940 - $1.09K
|
13K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.33% |
$940 - $1.09K
|
2.42K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7+ 0.05% |
$823 - $956
|
13.1K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
6+ 15.0% |
$705 - $820
|
46
$7.4K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.35% |
$588 - $683
|
1.43K
$231K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.06% |
$470 - $546
|
6.59K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
4+ 0.11% |
$470 - $546
|
3.65K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4+ 0.05% |
$470 - $546
|
8.05K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
4+ 0.07% |
$470 - $546
|
6.14K
$987K
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3+ 0.05% |
$353 - $410
|
5.73K
$922K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 60.0% |
$353 - $410
|
8
$1.29K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$235 - $273
|
4.8K
$772K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
2+ 0.07% |
$235 - $273
|
3.01K
$484K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.06% |
$235 - $273
|
3.57K
$575K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$235 - $273
|
3.32K
$534K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.0% |
$235 - $273
|
56.9K
$9.16M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.1% |
$235 - $273
|
1.91K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.04% |
$235 - $273
|
4.87K
$784K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $273
|
2.89K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$118 - $137
|
2.25K
$361K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.17% |
$118 - $137
|
603
$97K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.65% |
$118 - $137
|
156
$25.1K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.34K
$698K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.11K
$662K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$118 - $137
|
3.07K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.63K
$745K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$118 - $137
|
2.85K
$459K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$118 - $137
|
1.62K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$118 - $137
|
2.01K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$118 - $137
|
2.47K
$398K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.01% |
$118 - $137
|
10.5K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.21% |
$118 - $137
|
477
$76.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$118 - $137
|
26.9K
$4.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.04% |
$118 - $137
|
2.34K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2- 0.06% |
$235 - $273
|
3.19K
$513K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-4- 0.16% |
$470 - $546
|
2.44K
$393K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5Closed |
$588 - $683
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-9- 0.14% |
$1.06K - $1.23K
|
6.23K
$1M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-9- 18.75% |
$1.06K - $1.23K
|
39
$6.28K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 0.13% |
$1.06K - $1.23K
|
6.99K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-10- 0.12% |
$1.18K - $1.37K
|
8.2K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-14- 0.59% |
$1.65K - $1.91K
|
2.35K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-15- 2.18% |
$1.76K - $2.05K
|
674
$108K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-16- 0.71% |
$1.88K - $2.19K
|
2.24K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-19- 2.08% |
$2.23K - $2.6K
|
896
$144K
|