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 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
979+ 3.51% |
$86.8K - $107K
|
28.9K
$4.79M
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
967New |
$85.8K - $106K
|
967
$160K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
944+ 1.94% |
$83.7K - $103K
|
49.6K
$8.22M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
907New |
$80.4K - $99.2K
|
907
$150K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
881+ 18.65% |
$78.1K - $96.4K
|
5.61K
$930K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
850+ 1.99% |
$75.4K - $93K
|
43.6K
$7.23M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
846+ 47.1% |
$75K - $92.5K
|
2.64K
$438K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
836+ 3.11% |
$74.1K - $91.4K
|
27.7K
$4.59M
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
828+ 6.02% |
$73.4K - $90.6K
|
14.6K
$2.42M
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
821+ 8.27% |
$72.8K - $89.8K
|
10.8K
$1.78M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
814+ 3.08% |
$72.2K - $89K
|
27.3K
$4.52M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
807+ 41.66% |
$71.6K - $88.3K
|
2.74K
$455K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
771+ 6.8% |
$68.4K - $84.3K
|
12.1K
$2.01M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
764+ 5.83% |
$67.8K - $83.6K
|
13.9K
$2.3M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
744+ 1.71% |
$66K - $81.4K
|
44.2K
$7.34M
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
737+ 3.96% |
$65.4K - $80.6K
|
19.3K
$3.21M
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
736+ 0.35% |
$65.3K - $80.5K
|
213K
$35.4M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
731+ 1.92% |
$64.8K - $79.9K
|
38.9K
$6.45M
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
726+ 1.26% |
$64.4K - $79.4K
|
58.5K
$9.7M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
725New |
$64.3K - $79.3K
|
725
$120K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
687+ 4.41% |
$60.9K - $75.1K
|
16.3K
$2.7M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
682+ 5.85% |
$60.5K - $74.6K
|
12.3K
$2.05M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
650+ 12.22% |
$57.6K - $71.1K
|
5.97K
$990K
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
643New |
$57K - $70.3K
|
643
$107K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
634+ 5.68% |
$56.2K - $69.3K
|
11.8K
$1.96M
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
628+ 6.11% |
$55.7K - $68.7K
|
10.9K
$1.81M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
619+ 13.8% |
$54.9K - $67.7K
|
5.1K
$846K
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
596+ 9.53% |
$52.9K - $65.2K
|
6.85K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
573+ 1.61% |
$50.8K - $62.7K
|
36.2K
$6M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
572+ 5.97% |
$50.7K - $62.6K
|
10.1K
$1.68M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
562+ 4.84% |
$49.8K - $61.5K
|
12.2K
$2.02M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
558+ 3.76% |
$49.5K - $61K
|
15.4K
$2.55M
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
530+ 0.87% |
$47K - $58K
|
61.1K
$10.1M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
530+ 20.09% |
$47K - $58K
|
3.17K
$525K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
520New |
$46.1K - $56.9K
|
520
$86.2K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
509+ 1.12% |
$45.1K - $55.7K
|
45.8K
$7.59M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
505+ 2.18% |
$44.8K - $55.2K
|
23.7K
$3.93M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
495New |
$43.9K - $54.1K
|
495
$82.1K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
482+ 10.62% |
$42.7K - $52.7K
|
5.02K
$833K
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
473+ 7.54% |
$41.9K - $51.7K
|
6.75K
$1.12M
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
473+ 556.47% |
$41.9K - $51.7K
|
558
$92.5K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
464+ 18.2% |
$41.1K - $50.7K
|
3.01K
$500K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
458+ 18.86% |
$40.6K - $50.1K
|
2.89K
$479K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
450+ 1.03% |
$39.9K - $49.2K
|
44K
$7.3M
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
432+ 1.27% |
$38.3K - $47.2K
|
34.4K
$5.7M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
431+ 4.48% |
$38.2K - $47.1K
|
10K
$1.67M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
424+ 12.99% |
$37.6K - $46.4K
|
3.69K
$612K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
414+ 51.75% |
$36.7K - $45.3K
|
1.21K
$201K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
412+ 5.23% |
$36.5K - $45.1K
|
8.29K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
403New |
$35.7K - $44.1K
|
403
$66.8K
|