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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
66New |
$5.85K - $7.22K
|
66
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
56+ 0.09% |
$4.97K - $6.12K
|
61.3K
$9.88M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
53+ 0.84% |
$4.7K - $5.8K
|
6.37K
$1.03M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$4.17K - $5.14K
|
47
$7.57K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
42+ 0.42% |
$3.72K - $4.59K
|
9.96K
$1.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42+ 0.32% |
$3.72K - $4.59K
|
13.2K
$2.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
41+ 8.22% |
$3.64K - $4.48K
|
540
$87K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
40New |
$3.55K - $4.37K
|
40
$6.44K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40+ 1.18% |
$3.55K - $4.37K
|
3.43K
$553K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
39New |
$3.46K - $4.27K
|
39
$6.28K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 35.45% |
$3.46K - $4.27K
|
149
$24K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31+ 0.78% |
$2.75K - $3.39K
|
4K
$644K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
31+ 0.16% |
$2.75K - $3.39K
|
19.2K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
28+ 0.67% |
$2.48K - $3.06K
|
4.23K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
27New |
$2.39K - $2.95K
|
27
$4.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
21+ 0.04% |
$1.86K - $2.3K
|
54.2K
$8.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.44% |
$1.68K - $2.08K
|
4.35K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.23% |
$1.6K - $1.97K
|
7.94K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
18+ 0.05% |
$1.6K - $1.97K
|
36.9K
$5.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
16+ 0.52% |
$1.42K - $1.75K
|
3.11K
$501K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 6.76% |
$1.24K - $1.53K
|
221
$35.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12New |
$1.06K - $1.31K
|
12
$1.93K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10+ 0.17% |
$887 - $1.09K
|
5.84K
$941K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.06% |
$709 - $875
|
13K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 1.31% |
$709 - $875
|
620
$99.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7+ 0.23% |
$621 - $766
|
3.1K
$500K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.13% |
$621 - $766
|
5.3K
$854K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
4+ 0.05% |
$355 - $437
|
8.46K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4+ 0.05% |
$355 - $437
|
8.04K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4+ 0.06% |
$355 - $437
|
6.21K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3+ 0.03% |
$266 - $328
|
9.68K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3+ 0.06% |
$266 - $328
|
5.36K
$864K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$177 - $219
|
3.34K
$538K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$177 - $219
|
2.88K
$464K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$177 - $219
|
4.79K
$771K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$177 - $219
|
2
$322
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.07% |
$177 - $219
|
2.71K
$436K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.01% |
$88.7 - $109
|
10.6K
$1.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.0% |
$88.7 - $109
|
28K
$4.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$88.7 - $109
|
2.45K
$394K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
1+ 0.0% |
$88.7 - $109
|
27.4K
$4.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$88.7 - $109
|
2.42K
$390K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$88.7 - $109
|
3.06K
$493K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$88.7 - $109
|
4.34K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$88.7 - $109
|
1.58K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.21% |
$88.7 - $109
|
483
$77.8K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.01% |
$88.7 - $109
|
13.1K
$2.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$88.7 - $109
|
7.5K
$1.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$88.7 - $109
|
2.47K
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$88.7 - $109
|
2.24K
$361K
|