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 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 2.7% |
$173K - $213K
|
52.8K
$8.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
1.39KNew |
$173K - $213K
|
1.39K
$222K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.39KNew |
$173K - $213K
|
1.39K
$222K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.39KNew |
$173K - $213K
|
1.39K
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.38KNew |
$173K - $212K
|
1.38K
$221K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.36KNew |
$170K - $209K
|
1.36K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.36KNew |
$169K - $208K
|
1.36K
$217K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.35KNew |
$168K - $207K
|
1.35K
$216K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.35KNew |
$168K - $207K
|
1.35K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.35KNew |
$168K - $207K
|
1.35K
$215K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 5.54% |
$167K - $205K
|
25.5K
$4.08M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.33K+ 35.41% |
$166K - $204K
|
5.09K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.3K+ 3.46% |
$162K - $199K
|
38.8K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.29K+ 62.75% |
$161K - $199K
|
3.36K
$536K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.27KNew |
$158K - $195K
|
1.27K
$203K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.26K+ 7.39% |
$157K - $194K
|
18.3K
$2.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.23K+ 14.15% |
$154K - $189K
|
9.94K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.16K+ 5.96% |
$145K - $178K
|
20.6K
$3.29M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.14K+ 274.15% |
$142K - $174K
|
1.55K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 0.81% |
$139K - $171K
|
139K
$22.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 8.22% |
$139K - $171K
|
14.7K
$2.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 4.68% |
$137K - $169K
|
24.7K
$3.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
1.09K+ 2.08% |
$136K - $168K
|
53.5K
$8.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.08K+ 6.62% |
$135K - $166K
|
17.4K
$2.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.07K+ 32.16% |
$133K - $164K
|
4.38K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.07K+ 8.04% |
$133K - $163K
|
14.3K
$2.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.06K+ 5.2% |
$132K - $163K
|
21.4K
$3.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05K+ 4.38% |
$130K - $160K
|
24.9K
$3.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.04KNew |
$130K - $159K
|
1.04K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.03K+ 4885.71% |
$128K - $157K
|
1.05K
$167K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
978New |
$122K - $150K
|
978
$156K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
950+ 259.56% |
$119K - $146K
|
1.32K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
946+ 18.71% |
$118K - $145K
|
6K
$958K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
941+ 49.79% |
$117K - $144K
|
2.83K
$452K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
939+ 2.46% |
$117K - $144K
|
39.1K
$6.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
937+ 40.39% |
$117K - $144K
|
3.26K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
928+ 3.09% |
$116K - $142K
|
31K
$4.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
897New |
$112K - $138K
|
897
$143K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
895+ 3.08% |
$112K - $137K
|
30K
$4.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
885+ 2.87% |
$110K - $136K
|
31.7K
$5.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
880+ 15.18% |
$110K - $135K
|
6.68K
$1.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
878+ 2.27% |
$110K - $135K
|
39.5K
$6.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
877+ 11.6% |
$109K - $135K
|
8.44K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
869+ 5.13% |
$108K - $133K
|
17.8K
$2.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
865+ 52.91% |
$108K - $133K
|
2.5K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
856+ 8.61% |
$107K - $131K
|
10.8K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
816+ 485.71% |
$102K - $125K
|
984
$157K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
811+ 0.77% |
$101K - $124K
|
107K
$17.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
790+ 1.43% |
$98.6K - $121K
|
56K
$8.94M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
786+ 0.68% |
$98.1K - $121K
|
117K
$18.7M
|