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 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.45K+ 17.94% |
$430K - $529K
|
22.7K
$3.66M
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.37KNew |
$421K - $518K
|
3.37K
$544K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.2K+ 1.88% |
$399K - $491K
|
173K
$28M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.19KNew |
$398K - $489K
|
3.19K
$514K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.12K+ 31.96% |
$389K - $479K
|
12.9K
$2.08M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.04K+ 24.26% |
$379K - $466K
|
15.6K
$2.51M
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.03K+ 54.02% |
$378K - $466K
|
8.65K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.96KNew |
$369K - $454K
|
2.96K
$477K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.93K+ 1.47% |
$366K - $450K
|
202K
$32.6M
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.93K+ 10.68% |
$365K - $449K
|
30.4K
$4.9M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.81KNew |
$351K - $431K
|
2.81K
$453K
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.78K+ 6.91% |
$347K - $427K
|
43K
$6.94M
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.75KNew |
$343K - $422K
|
2.75K
$444K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.74KNew |
$342K - $421K
|
2.74K
$443K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.73K+ 8.91% |
$341K - $419K
|
33.4K
$5.39M
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.7K+ 10.86% |
$337K - $415K
|
27.6K
$4.45M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
2.68KNew |
$334K - $411K
|
2.68K
$432K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.67K+ 8.14% |
$334K - $410K
|
35.5K
$5.73M
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.66K+ 102.94% |
$332K - $408K
|
5.24K
$846K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.65K+ 6.16% |
$330K - $406K
|
45.6K
$7.36M
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.65K+ 25.62% |
$330K - $406K
|
13K
$2.09M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.61K+ 3.33% |
$326K - $401K
|
81K
$13.1M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.61K+ 2.69% |
$325K - $400K
|
99.6K
$16.1M
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.6K+ 16.15% |
$324K - $398K
|
18.7K
$3.01M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.59K+ 50.63% |
$323K - $397K
|
7.7K
$1.24M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 19.74% |
$318K - $391K
|
15.5K
$2.49M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.49K+ 153.99% |
$311K - $382K
|
4.11K
$662K
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$308K - $379K
|
2.47K
$399K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.47K+ 50.19% |
$308K - $379K
|
7.39K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2.43KNew |
$304K - $373K
|
2.43K
$392K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.42KNew |
$302K - $371K
|
2.42K
$390K
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.32K+ 1.13% |
$289K - $355K
|
207K
$33.3M
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$287K - $353K
|
2.3K
$371K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.27KNew |
$283K - $349K
|
2.27K
$366K
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.23KNew |
$279K - $343K
|
2.23K
$360K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 2.94% |
$278K - $342K
|
78.1K
$12.6M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.22K+ 24.54% |
$277K - $341K
|
11.3K
$1.82M
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.22K+ 17.1% |
$277K - $341K
|
15.2K
$2.45M
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.22KNew |
$277K - $340K
|
2.22K
$358K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.19KNew |
$273K - $335K
|
2.19K
$352K
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.13KNew |
$266K - $327K
|
2.13K
$344K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.05K+ 9.62% |
$256K - $315K
|
23.4K
$3.77M
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 25.88% |
$253K - $311K
|
9.86K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.01K+ 51.17% |
$250K - $308K
|
5.93K
$956K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$246K - $303K
|
1.98K
$319K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 24.21% |
$244K - $300K
|
10K
$1.62M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.96K+ 1.21% |
$244K - $300K
|
163K
$26.4M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.96KNew |
$244K - $300K
|
1.96K
$315K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.96K+ 4.22% |
$244K - $300K
|
48.3K
$7.79M
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.94K+ 49.77% |
$242K - $298K
|
5.84K
$942K
|