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 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
351New |
$43.8K - $53.9K
|
351
$56.6K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
351+ 4.2% |
$43.8K - $53.9K
|
8.7K
$1.4M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
343+ 14.99% |
$42.8K - $52.6K
|
2.63K
$424K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
340+ 7.81% |
$42.4K - $52.2K
|
4.69K
$757K
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
337+ 2.4% |
$42K - $51.7K
|
14.4K
$2.32M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
330+ 13.23% |
$41.2K - $50.6K
|
2.83K
$456K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
322+ 1.06% |
$40.2K - $49.4K
|
30.7K
$4.95M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
316+ 0.53% |
$39.4K - $48.5K
|
59.7K
$9.62M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
316+ 1.46% |
$39.4K - $48.5K
|
22K
$3.54M
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
314+ 4.56% |
$39.2K - $48.2K
|
7.21K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
310+ 13.05% |
$38.7K - $47.6K
|
2.69K
$433K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
302+ 6.56% |
$37.7K - $46.3K
|
4.91K
$791K
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
292+ 1.51% |
$36.4K - $44.8K
|
19.6K
$3.16M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
285+ 1.45% |
$35.6K - $43.7K
|
20K
$3.22M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
284+ 18.61% |
$35.4K - $43.6K
|
1.81K
$292K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
284+ 1.96% |
$35.4K - $43.6K
|
14.8K
$2.38M
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
283+ 5.43% |
$35.3K - $43.4K
|
5.5K
$886K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
277+ 1.65% |
$34.6K - $42.5K
|
17.1K
$2.75M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
275+ 1.97% |
$34.3K - $42.2K
|
14.2K
$2.29M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
272New |
$33.9K - $41.7K
|
272
$43.9K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
270+ 7.59% |
$33.7K - $41.4K
|
3.83K
$617K
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
269+ 5.31% |
$33.6K - $41.3K
|
5.34K
$861K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
250+ 5.22% |
$31.2K - $38.4K
|
5.04K
$813K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
246+ 13.77% |
$30.7K - $37.8K
|
2.03K
$328K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
243+ 2.13% |
$30.3K - $37.3K
|
11.6K
$1.88M
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
242+ 1.74% |
$30.2K - $37.1K
|
14.1K
$2.28M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
241+ 2.36% |
$30.1K - $37K
|
10.4K
$1.68M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
240+ 20.73% |
$29.9K - $36.8K
|
1.4K
$225K
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
239+ 3.05% |
$29.8K - $36.7K
|
8.09K
$1.3M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
228+ 10.44% |
$28.4K - $35K
|
2.41K
$389K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
224+ 0.51% |
$27.9K - $34.4K
|
44.5K
$7.18M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
223+ 11.83% |
$27.8K - $34.2K
|
2.11K
$340K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
222+ 1.77% |
$27.7K - $34.1K
|
12.8K
$2.06M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
221+ 5.58% |
$27.6K - $33.9K
|
4.18K
$674K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
213+ 12.04% |
$26.6K - $32.7K
|
1.98K
$320K
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
211+ 1.32% |
$26.3K - $32.4K
|
16.2K
$2.61M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
207+ 1.08% |
$25.8K - $31.8K
|
19.5K
$3.14M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
205+ 1.77% |
$25.6K - $31.5K
|
11.8K
$1.9M
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
202+ 2.34% |
$25.2K - $31K
|
8.85K
$1.43M
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
200+ 12.32% |
$25K - $30.7K
|
1.82K
$294K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
195+ 54.17% |
$24.3K - $29.9K
|
555
$89.5K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
186+ 6.59% |
$23.2K - $28.5K
|
3.01K
$485K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
184+ 11.24% |
$23K - $28.2K
|
1.82K
$294K
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
171+ 9.16% |
$21.3K - $26.2K
|
2.04K
$329K
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
170+ 2.15% |
$21.2K - $26.1K
|
8.09K
$1.3M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
170+ 2.33% |
$21.2K - $26.1K
|
7.46K
$1.2M
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
163+ 5.44% |
$20.3K - $25K
|
3.16K
$510K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
162+ 0.23% |
$20.2K - $24.9K
|
70.4K
$11.4M
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
154+ 0.4% |
$19.2K - $23.6K
|
38.4K
$6.19M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
154+ 2.18% |
$19.2K - $23.6K
|
7.2K
$1.16M
|