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 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.94K+ 12.69% |
$242K - $297K
|
17.2K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.93K+ 3.47% |
$240K - $295K
|
57.4K
$9.25M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
1.92K+ 353.51% |
$239K - $294K
|
2.46K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$238K - $293K
|
1.91K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.9K+ 5.72% |
$237K - $292K
|
35.2K
$5.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.88K+ 21.47% |
$234K - $288K
|
10.6K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.85KNew |
$231K - $284K
|
1.85K
$299K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.78K+ 20.45% |
$222K - $273K
|
10.5K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.77KNew |
$221K - $271K
|
1.77K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.76K+ 8.98% |
$220K - $271K
|
21.4K
$3.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.76K+ 31.43% |
$220K - $271K
|
7.38K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.71K+ 2.52% |
$213K - $263K
|
69.7K
$11.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.7K+ 2.54% |
$212K - $261K
|
68.5K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 1.97% |
$210K - $259K
|
87.5K
$14.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.69KNew |
$210K - $259K
|
1.69K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 2.36% |
$210K - $259K
|
73.2K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
1.68K+ 3.41% |
$209K - $257K
|
50.8K
$8.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$208K - $256K
|
1.67K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.64KNew |
$205K - $252K
|
1.64K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.62KNew |
$202K - $249K
|
1.62K
$261K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.61KNew |
$201K - $248K
|
1.61K
$260K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.6K+ 1001.88% |
$200K - $246K
|
1.76K
$284K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.58K+ 3.0% |
$197K - $242K
|
54.1K
$8.72M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.57K+ 4.02% |
$196K - $241K
|
40.7K
$6.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.57KNew |
$196K - $241K
|
1.57K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$196K - $241K
|
1.57K
$253K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.57KNew |
$195K - $240K
|
1.57K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.55KNew |
$193K - $238K
|
1.55K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.55KNew |
$193K - $237K
|
1.55K
$249K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.54KNew |
$192K - $237K
|
1.54K
$249K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.54KNew |
$192K - $237K
|
1.54K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.53K+ 16.1% |
$191K - $235K
|
11K
$1.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.51KNew |
$189K - $232K
|
1.51K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 2.31% |
$186K - $229K
|
66K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.49K+ 3.04% |
$186K - $229K
|
50.5K
$8.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.49KNew |
$186K - $229K
|
1.49K
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.49K+ 4.4% |
$185K - $228K
|
35.2K
$5.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.46KNew |
$182K - $224K
|
1.46K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.46KNew |
$182K - $224K
|
1.46K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.46KNew |
$182K - $224K
|
1.46K
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.46K+ 11.75% |
$182K - $223K
|
13.8K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.45K+ 4.83% |
$181K - $223K
|
31.5K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.43KNew |
$179K - $220K
|
1.43K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.43K+ 53.49% |
$178K - $219K
|
4.09K
$660K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.42KNew |
$177K - $217K
|
1.42K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.41KNew |
$176K - $216K
|
1.41K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.4K+ 2.59% |
$175K - $215K
|
55.5K
$8.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.4KNew |
$174K - $215K
|
1.4K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.4KNew |
$174K - $214K
|
1.4K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.4KNew |
$174K - $214K
|
1.4K
$225K
|