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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-68- 1.67% |
$8.48K - $10.4K
|
4.01K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-69- 3.69% |
$8.61K - $10.6K
|
1.8K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-69- 14.26% |
$8.61K - $10.6K
|
415
$60.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-70- 2.02% |
$8.73K - $10.7K
|
3.4K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-71- 0.69% |
$8.86K - $10.9K
|
10.2K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-74- 1.31% |
$9.23K - $11.4K
|
5.59K
$818K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-75- 2.69% |
$9.36K - $11.5K
|
2.71K
$396K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 1.92% |
$9.98K - $12.3K
|
4.1K
$599K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-82- 1.08% |
$10.2K - $12.6K
|
7.48K
$1.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-94- 1.27% |
$11.7K - $14.4K
|
7.31K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-94- 1.62% |
$11.7K - $14.4K
|
5.72K
$836K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-95- 3.11% |
$11.9K - $14.6K
|
2.96K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-97- 3.15% |
$12.1K - $14.9K
|
2.99K
$436K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 1.97% |
$12.2K - $15K
|
4.87K
$711K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-98- 3.16% |
$12.2K - $15K
|
3K
$439K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-100- 5.88% |
$12.5K - $15.3K
|
1.6K
$234K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-104- 4.2% |
$13K - $16K
|
2.37K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-107- 3.39% |
$13.3K - $16.4K
|
3.05K
$445K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-112- 3.09% |
$14K - $17.2K
|
3.51K
$513K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-113- 14.18% |
$14.1K - $17.3K
|
684
$100K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-114- 7.48% |
$14.2K - $17.5K
|
1.41K
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-115- 6.99% |
$14.3K - $17.6K
|
1.53K
$224K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-115- 2.88% |
$14.3K - $17.6K
|
3.88K
$568K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-116- 1.68% |
$14.5K - $17.8K
|
6.79K
$992K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-119Closed |
$14.8K - $18.3K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120- 1.24% |
$15K - $18.4K
|
9.58K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-122- 5.16% |
$15.2K - $18.7K
|
2.24K
$328K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-123- 29.57% |
$15.3K - $18.9K
|
293
$42.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-126- 3.26% |
$15.7K - $19.3K
|
3.74K
$547K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-127- 1.09% |
$15.8K - $19.5K
|
11.5K
$1.69M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-127- 43.64% |
$15.8K - $19.5K
|
164
$24K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-131- 8.23% |
$16.3K - $20.1K
|
1.46K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-133- 2.96% |
$16.6K - $20.4K
|
4.35K
$637K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-136- 2.44% |
$17K - $20.9K
|
5.44K
$795K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-138- 15.28% |
$17.2K - $21.2K
|
765
$112K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-139- 4.97% |
$17.3K - $21.3K
|
2.66K
$389K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-140- 1.91% |
$17.5K - $21.5K
|
7.2K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-140- 4.82% |
$17.5K - $21.5K
|
2.76K
$404K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-141- 7.52% |
$17.6K - $21.6K
|
1.73K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-143- 11.03% |
$17.8K - $21.9K
|
1.15K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 1.56% |
$18.7K - $23K
|
9.46K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-151- 4.73% |
$18.8K - $23.2K
|
3.04K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-154- 7.17% |
$19.2K - $23.6K
|
1.99K
$292K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-162- 4.8% |
$20.2K - $24.9K
|
3.21K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-163- 0.88% |
$20.3K - $25K
|
18.4K
$2.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-180- 67.92% |
$22.5K - $27.6K
|
85
$12.4K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-180- 67.92% |
$22.5K - $27.6K
|
85
$12.4K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-185- 1.03% |
$23.1K - $28.4K
|
17.8K
$2.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-187- 1.83% |
$23.3K - $28.7K
|
10.1K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-188- 1.95% |
$23.5K - $28.9K
|
9.46K
$1.38M
|