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
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.31K- 1.73% |
$163K - $200K
|
74K
$11.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.31K- 91.28% |
$163K - $201K
|
125
$20.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.35K- 10.6% |
$168K - $207K
|
11.4K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.36K- 1.83% |
$170K - $209K
|
73K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.42K- 4.29% |
$177K - $218K
|
31.7K
$5.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.43K- 1.88% |
$179K - $220K
|
74.9K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.45K- 12.25% |
$180K - $222K
|
10.4K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.45K- 1.97% |
$181K - $222K
|
71.9K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.46K- 13.78% |
$182K - $224K
|
9.13K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1.46K- 37.73% |
$182K - $224K
|
2.41K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.5K- 3.31% |
$187K - $230K
|
43.8K
$7.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.52K- 5.14% |
$189K - $233K
|
28K
$4.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.54K- 3.52% |
$192K - $236K
|
42.1K
$6.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.54K- 2.03% |
$192K - $237K
|
74.4K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 1.95% |
$212K - $260K
|
85.4K
$13.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.71K- 0.57% |
$213K - $262K
|
297K
$47.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.74K- 44.96% |
$216K - $266K
|
2.12K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.77K- 6.44% |
$221K - $272K
|
25.8K
$4.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 1.49% |
$222K - $273K
|
118K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.84K- 5.19% |
$230K - $283K
|
33.6K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.91K- 11.69% |
$238K - $293K
|
14.4K
$2.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.94K- 32.11% |
$242K - $298K
|
4.1K
$661K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.98K- 2.1% |
$247K - $304K
|
92.2K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2K- 4.11% |
$250K - $307K
|
46.7K
$7.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.03K- 9.36% |
$253K - $311K
|
19.6K
$3.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.13K- 10.59% |
$266K - $327K
|
18K
$2.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.17K- 13.79% |
$271K - $333K
|
13.6K
$2.19M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.19K- 5.88% |
$273K - $336K
|
35K
$5.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 5.26% |
$285K - $351K
|
41.2K
$6.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.3K- 2.0% |
$287K - $353K
|
113K
$18.2M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.31K- 2.96% |
$288K - $354K
|
75.6K
$12.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.32K- 27.68% |
$289K - $356K
|
6.06K
$978K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.4K- 24.35% |
$299K - $368K
|
7.46K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.51K- 29.38% |
$313K - $385K
|
6.03K
$972K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.72K- 22.34% |
$339K - $417K
|
9.44K
$1.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.72K- 5.58% |
$339K - $417K
|
45.9K
$7.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.72K- 9.87% |
$339K - $417K
|
24.8K
$4M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.83K- 34.18% |
$353K - $434K
|
5.45K
$878K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.15K- 17.7% |
$393K - $483K
|
14.6K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.15K- 2.39% |
$393K - $484K
|
129K
$20.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-3.24K- 3.01% |
$404K - $497K
|
104K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-3.3K- 43.71% |
$412K - $506K
|
4.25K
$685K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.36K- 14.74% |
$419K - $516K
|
19.4K
$3.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.7K- 36.64% |
$461K - $567K
|
6.39K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.3K- 8.02% |
$536K - $660K
|
49.3K
$7.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.53K- 5.55% |
$565K - $695K
|
77K
$12.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 12.43% |
$572K - $704K
|
32.3K
$5.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.28K- 50.03% |
$659K - $810K
|
5.27K
$851K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.45K- 3.01% |
$679K - $836K
|
175K
$28.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.63K- 5.03% |
$702K - $864K
|
106K
$17.1M
|