Purchases and Sales Made in Q3 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
86K+ 3482.23% |
$11.5M - $13.7M
|
88.5K
$13.7M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.6K+ 17.68% |
$5.15M - $6.13M
|
257K
$39.9M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
31.8K+ 73.82% |
$4.23M - $5.04M
|
74.8K
$11.6M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21K+ 12.09% |
$2.79M - $3.33M
|
194K
$30.2M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.9KNew |
$2.66M - $3.17M
|
19.9K
$3.1M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14K+ 17.81% |
$1.87M - $2.23M
|
92.9K
$14.4M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.6K+ 11843.4% |
$1.67M - $1.99M
|
12.7K
$1.96M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 622.35% |
$1.66M - $1.98M
|
14.4K
$2.24M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.4K+ 3.57% |
$1.65M - $1.97M
|
360K
$55.8M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$1.38M - $1.64M
|
10.3K
$1.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.74K+ 1.57% |
$1.3M - $1.55M
|
631K
$98M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.74K+ 30.14% |
$1.3M - $1.55M
|
42K
$6.53M
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.14KNew |
$1.22M - $1.45M
|
9.14K
$1.42M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.7K+ 0.91% |
$1.16M - $1.38M
|
963K
$149M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.04K+ 20.22% |
$1.07M - $1.28M
|
47.8K
$7.42M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.86KNew |
$1.05M - $1.25M
|
7.86K
$1.22M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
5.61K+ 20.56% |
$748K - $891K
|
32.9K
$5.11M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
4.75K+ 90.54% |
$632K - $754K
|
9.99K
$1.55M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.12KNew |
$548K - $653K
|
4.12K
$639K
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.07KNew |
$409K - $488K
|
3.07K
$477K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.02KNew |
$403K - $480K
|
3.02K
$469K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.82KNew |
$376K - $448K
|
2.82K
$438K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.79K+ 1.38% |
$372K - $443K
|
205K
$31.8M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.43K+ 7.25% |
$324K - $386K
|
36K
$5.58M
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.31K+ 1.12% |
$308K - $367K
|
209K
$32.4M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 1.66% |
$280K - $334K
|
129K
$20M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.05K+ 2.66% |
$272K - $325K
|
79.1K
$12.3M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.93K+ 3.55% |
$257K - $307K
|
56.4K
$8.75M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.7K+ 1.82% |
$226K - $270K
|
95K
$14.7M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.69K+ 22.8% |
$224K - $267K
|
9.08K
$1.41M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 10.6% |
$220K - $262K
|
17.2K
$2.67M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
1.65K+ 3.24% |
$219K - $261K
|
52.4K
$8.13M
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.63KNew |
$218K - $259K
|
1.63K
$254K
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.34KNew |
$179K - $213K
|
1.34K
$208K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.33K+ 84.45% |
$176K - $210K
|
2.89K
$449K
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.32KNew |
$176K - $210K
|
1.32K
$205K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 21.4% |
$172K - $206K
|
7.35K
$1.14M
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.29K+ 4.21% |
$171K - $204K
|
31.8K
$4.93M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.26K+ 25.63% |
$168K - $201K
|
6.2K
$962K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.07K+ 2.47% |
$142K - $170K
|
44.3K
$6.87M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
987+ 20.96% |
$131K - $157K
|
5.7K
$884K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
964+ 14.39% |
$128K - $153K
|
7.67K
$1.19M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
936+ 60.43% |
$125K - $149K
|
2.49K
$386K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
917+ 6.57% |
$122K - $146K
|
14.9K
$2.31M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
879+ 24.67% |
$117K - $140K
|
4.44K
$689K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
878New |
$117K - $139K
|
878
$136K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
805New |
$107K - $128K
|
805
$125K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
720New |
$95.9K - $114K
|
720
$112K
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
655+ 1.3% |
$87.2K - $104K
|
51.2K
$7.95M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
648New |
$86.3K - $103K
|
648
$101K
|