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 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
148+ 16.54% |
$18.5K - $22.7K
|
1.04K
$167K
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
141+ 8.32% |
$17.6K - $21.6K
|
1.84K
$293K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
139+ 25.18% |
$17.3K - $21.3K
|
691
$110K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
138+ 19.52% |
$17.2K - $21.2K
|
845
$135K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
134+ 343.59% |
$16.7K - $20.6K
|
173
$27.6K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
131+ 0.23% |
$16.3K - $20.1K
|
57.3K
$9.14M
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
130New |
$16.2K - $19.9K
|
130
$20.8K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
126+ 5.62% |
$15.7K - $19.3K
|
2.37K
$378K
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
125+ 8.36% |
$15.6K - $19.2K
|
1.62K
$259K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
124+ 0.41% |
$15.5K - $19K
|
30.4K
$4.85M
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
123+ 3.78% |
$15.3K - $18.9K
|
3.38K
$540K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
123+ 150.0% |
$15.3K - $18.9K
|
205
$32.7K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
122New |
$15.2K - $18.7K
|
122
$19.5K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
117+ 0.27% |
$14.6K - $18K
|
42.7K
$6.82M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
115+ 4.95% |
$14.3K - $17.6K
|
2.44K
$389K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
114+ 40.28% |
$14.2K - $17.5K
|
397
$63.4K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
113+ 3.34% |
$14.1K - $17.3K
|
3.5K
$559K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
113+ 0.45% |
$14.1K - $17.3K
|
25.5K
$4.06M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
106New |
$13.2K - $16.3K
|
106
$16.9K
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
102+ 3.07% |
$12.7K - $15.7K
|
3.42K
$547K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
101New |
$12.6K - $15.5K
|
101
$16.1K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98+ 0.71% |
$12.2K - $15K
|
13.9K
$2.22M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
95+ 231.71% |
$11.9K - $14.6K
|
136
$21.7K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95+ 133.8% |
$11.9K - $14.6K
|
166
$26.5K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
93+ 5.2% |
$11.6K - $14.3K
|
1.88K
$300K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
87+ 3.64% |
$10.9K - $13.4K
|
2.48K
$395K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
86+ 2.21% |
$10.7K - $13.2K
|
3.98K
$635K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
77+ 2.58% |
$9.61K - $11.8K
|
3.07K
$490K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 0.77% |
$9.36K - $11.5K
|
9.84K
$1.57M
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
74+ 0.55% |
$9.23K - $11.4K
|
13.5K
$2.15M
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
66New |
$8.23K - $10.1K
|
66
$10.5K
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
66+ 0.2% |
$8.23K - $10.1K
|
33.7K
$5.38M
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
64+ 193.94% |
$7.98K - $9.82K
|
97
$15.5K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
62+ 0.33% |
$7.73K - $9.51K
|
18.8K
$3.01M
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
61+ 1.02% |
$7.61K - $9.36K
|
6.05K
$966K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
55+ 3.54% |
$6.86K - $8.44K
|
1.61K
$257K
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
54+ 3.6% |
$6.74K - $8.29K
|
1.55K
$248K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$6.49K - $7.98K
|
52
$8.3K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
51+ 141.67% |
$6.36K - $7.83K
|
87
$13.9K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
50+ 0.37% |
$6.24K - $7.67K
|
13.6K
$2.17M
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
50+ 0.2% |
$6.24K - $7.67K
|
25K
$3.98M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
47New |
$5.86K - $7.21K
|
47
$7.5K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
46+ 46.46% |
$5.74K - $7.06K
|
145
$23.2K
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
44+ 2.3% |
$5.49K - $6.75K
|
1.96K
$312K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
43New |
$5.36K - $6.6K
|
43
$6.87K
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
42+ 1.45% |
$5.24K - $6.45K
|
2.94K
$469K
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
40+ 0.09% |
$4.99K - $6.14K
|
43.3K
$6.92M
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
40+ 0.64% |
$4.99K - $6.14K
|
6.27K
$1M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 0.41% |
$4.87K - $5.98K
|
9.5K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 7.62% |
$4.87K - $5.98K
|
551
$88K
|