Purchases and Sales Made in Q2 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 0.41% |
$4.87K - $5.98K
|
9.5K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 7.62% |
$4.87K - $5.98K
|
551
$89.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38New |
$4.74K - $5.83K
|
38
$6.14K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
35+ 0.75% |
$4.37K - $5.37K
|
4.71K
$762K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
33+ 0.54% |
$4.12K - $5.06K
|
6.17K
$998K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
32New |
$3.99K - $4.91K
|
32
$5.17K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31+ 0.19% |
$3.87K - $4.76K
|
16.5K
$2.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
30+ 0.16% |
$3.74K - $4.6K
|
18.6K
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.85K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
30+ 0.69% |
$3.74K - $4.6K
|
4.4K
$711K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28+ 1.01% |
$3.49K - $4.3K
|
2.81K
$455K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
27New |
$3.37K - $4.14K
|
27
$4.37K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23+ 0.84% |
$2.87K - $3.53K
|
2.75K
$444K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
21+ 0.12% |
$2.62K - $3.22K
|
17.1K
$2.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.17% |
$2.5K - $3.07K
|
11.9K
$1.92M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19New |
$2.37K - $2.92K
|
19
$3.07K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
19+ 0.31% |
$2.37K - $2.92K
|
6.08K
$983K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
15+ 0.48% |
$1.87K - $2.3K
|
3.12K
$505K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 0.66% |
$1.87K - $2.3K
|
2.29K
$370K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
13+ 0.04% |
$1.62K - $1.99K
|
37K
$5.98M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.05% |
$1.62K - $1.99K
|
24.3K
$3.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
11+ 0.59% |
$1.37K - $1.69K
|
1.86K
$301K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
9+ 0.12% |
$1.12K - $1.38K
|
7.27K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
8+ 0.06% |
$998 - $1.23K
|
13.1K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$998 - $1.23K
|
8
$1.29K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8+ 0.2% |
$998 - $1.23K
|
4.06K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 15.56% |
$873 - $1.07K
|
52
$8.41K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.05% |
$873 - $1.07K
|
13K
$2.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 43.75% |
$873 - $1.07K
|
23
$3.72K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6+ 0.16% |
$749 - $921
|
3.85K
$623K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.06% |
$624 - $767
|
8.06K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.06% |
$624 - $767
|
8.06K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.06% |
$499 - $614
|
6.6K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.88% |
$374 - $460
|
343
$55.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.05% |
$374 - $460
|
6.14K
$993K
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3+ 0.05% |
$374 - $460
|
5.74K
$927K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$374 - $460
|
3.51K
$568K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$250 - $307
|
4.8K
$776K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.04% |
$250 - $307
|
4.93K
$798K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
$250 - $307
|
2.25K
$363K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.01% |
$250 - $307
|
15.1K
$2.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $153
|
3.57K
$578K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $153
|
2.86K
$462K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.22% |
$125 - $153
|
453
$73.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.1% |
$125 - $153
|
1.03K
$167K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.07% |
$125 - $153
|
1.53K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $153
|
4.91K
$793K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.01% |
$125 - $153
|
11.3K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.22% |
$125 - $153
|
460
$74.4K
|