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 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17.7K+ 1175.02% |
$2.21M - $2.71M
|
19.2K
$3.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16.5K+ 643.75% |
$2.06M - $2.54M
|
19.1K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.5KNew |
$1.93M - $2.38M
|
15.5K
$2.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.1K+ 17.09% |
$1.89M - $2.32M
|
104K
$16.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15K+ 173.31% |
$1.87M - $2.3M
|
23.7K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.6KNew |
$1.82M - $2.24M
|
14.6K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.5KNew |
$1.81M - $2.23M
|
14.5K
$2.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.2K+ 92.81% |
$1.77M - $2.18M
|
29.5K
$4.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 1.29% |
$1.7M - $2.09M
|
1.07M
$171M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 0.65% |
$1.69M - $2.08M
|
2.12M
$338M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.6KNew |
$1.57M - $1.93M
|
12.6K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5K+ 15.47% |
$1.56M - $1.92M
|
93.3K
$14.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
12.5K+ 30.7% |
$1.56M - $1.92M
|
53.1K
$8.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
12.4KNew |
$1.54M - $1.9M
|
12.4K
$1.97M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.2K+ 16.19% |
$1.52M - $1.87M
|
87.6K
$14M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.1K+ 290.17% |
$1.51M - $1.86M
|
16.3K
$2.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.1K+ 9.98% |
$1.51M - $1.86M
|
134K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.9KNew |
$1.48M - $1.83M
|
11.9K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.3K+ 44.69% |
$1.41M - $1.74M
|
36.7K
$5.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
10.9K+ 21.97% |
$1.35M - $1.67M
|
60.3K
$9.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$1.34M - $1.65M
|
10.7K
$1.71M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
10.1K+ 58.51% |
$1.26M - $1.55M
|
27.3K
$4.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10KNew |
$1.25M - $1.54M
|
10K
$1.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
9.94K+ 159.3% |
$1.24M - $1.52M
|
16.2K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.84K+ 15.03% |
$1.23M - $1.51M
|
75.3K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.83K+ 67.95% |
$1.23M - $1.51M
|
24.3K
$3.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
BUY
|
- |
9.54K+ 19.69% |
$1.19M - $1.46M
|
58K
$9.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.47K+ 5.52% |
$1.18M - $1.45M
|
181K
$28.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.41K+ 12.31% |
$1.17M - $1.44M
|
85.9K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.97KNew |
$1.12M - $1.38M
|
8.97K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.79K+ 45.55% |
$1.1M - $1.35M
|
28.1K
$4.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.66K+ 245.52% |
$1.08M - $1.33M
|
12.2K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.57K+ 4.94% |
$1.07M - $1.32M
|
182K
$29M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
8.42K+ 49.16% |
$1.05M - $1.29M
|
25.6K
$4.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.42K+ 237.06% |
$1.05M - $1.29M
|
12K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
8.37K+ 30.39% |
$1.04M - $1.28M
|
35.9K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.31K+ 2.91% |
$1.04M - $1.28M
|
294K
$47M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8.15KNew |
$1.02M - $1.25M
|
8.15K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.08K+ 22.73% |
$1.01M - $1.24M
|
43.6K
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.07K+ 21.55% |
$1.01M - $1.24M
|
45.5K
$7.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.99K+ 3.79% |
$997K - $1.23M
|
219K
$34.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.77K+ 12.3% |
$969K - $1.19M
|
70.9K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.53K+ 35.07% |
$940K - $1.16M
|
29K
$4.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
7.37KNew |
$919K - $1.13M
|
7.37K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.16K+ 8.06% |
$893K - $1.1M
|
96K
$15.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.04K+ 0.95% |
$878K - $1.08M
|
750K
$120M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.98K+ 52.49% |
$871K - $1.07M
|
20.3K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.92K+ 0.57% |
$863K - $1.06M
|
1.21M
$193M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.7K+ 14.04% |
$836K - $1.03M
|
54.4K
$8.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.67KNew |
$832K - $1.02M
|
6.67K
$1.07M
|