Purchases and Sales Made in Q2 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.93KNew |
$171K - $211K
|
1.93K
$311K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.93KNew |
$171K - $211K
|
1.93K
$311K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.92KNew |
$171K - $210K
|
1.92K
$310K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.92KNew |
$171K - $210K
|
1.92K
$310K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.92K+ 7.21% |
$170K - $210K
|
28.6K
$4.61M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.91KNew |
$170K - $209K
|
1.91K
$308K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.91KNew |
$170K - $209K
|
1.91K
$308K
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.91KNew |
$169K - $209K
|
1.91K
$308K
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.91KNew |
$169K - $209K
|
1.91K
$307K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.89KNew |
$168K - $207K
|
1.89K
$304K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.88K+ 282.16% |
$167K - $206K
|
2.55K
$411K
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.88K+ 21.67% |
$166K - $205K
|
10.5K
$1.7M
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.88KNew |
$166K - $205K
|
1.88K
$302K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.87KNew |
$166K - $205K
|
1.87K
$302K
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.87KNew |
$166K - $205K
|
1.87K
$301K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.86K+ 7.29% |
$165K - $203K
|
27.3K
$4.4M
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.85KNew |
$164K - $203K
|
1.85K
$299K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.85KNew |
$164K - $202K
|
1.85K
$298K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.84KNew |
$164K - $202K
|
1.84K
$297K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.79KNew |
$158K - $195K
|
1.79K
$288K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.74K+ 4.39% |
$154K - $190K
|
41.3K
$6.66M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.67K+ 74.56% |
$148K - $182K
|
3.91K
$629K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.63K+ 13.1% |
$145K - $179K
|
14.1K
$2.27M
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.61K+ 1.44% |
$143K - $176K
|
113K
$18.3M
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.57K+ 1639.58% |
$140K - $172K
|
1.67K
$269K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.53K+ 1304.27% |
$135K - $167K
|
1.64K
$265K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.51K+ 307.14% |
$133K - $165K
|
2K
$321K
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.5K+ 114.84% |
$133K - $164K
|
2.81K
$452K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.46K+ 2.63% |
$129K - $159K
|
56.9K
$9.16M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 2.12% |
$129K - $159K
|
70.2K
$11.3M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.45K+ 19.55% |
$129K - $159K
|
8.87K
$1.43M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.42K+ 15.94% |
$126K - $156K
|
10.3K
$1.67M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.37K+ 14.04% |
$122K - $150K
|
11.2K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.31K+ 7.05% |
$116K - $143K
|
19.9K
$3.21M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.26K+ 1.8% |
$112K - $138K
|
71.3K
$11.5M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.26K+ 1.34% |
$111K - $137K
|
94.8K
$15.3M
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.21K+ 15.66% |
$107K - $132K
|
8.94K
$1.44M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.2KNew |
$107K - $132K
|
1.2K
$194K
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 3.82% |
$107K - $131K
|
32.6K
$5.25M
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.17K+ 3.98% |
$104K - $128K
|
30.6K
$4.93M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 48.41% |
$101K - $125K
|
3.5K
$564K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 1.06% |
$100K - $124K
|
108K
$17.4M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 2.0% |
$100K - $123K
|
57.6K
$9.27M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.11K+ 0.08% |
$98.3K - $121K
|
1.41M
$227M
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.09K+ 3.73% |
$96.9K - $120K
|
30.4K
$4.9M
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
1.04K+ 1.58% |
$92.5K - $114K
|
67.2K
$10.8M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
1K+ 142.86% |
$88.7K - $109K
|
1.7K
$274K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
998+ 1.49% |
$88.5K - $109K
|
68K
$11M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
981+ 4.52% |
$87K - $107K
|
22.7K
$3.65M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
979+ 3.51% |
$86.8K - $107K
|
28.9K
$4.66M
|