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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1K+ 106.07% |
$1.87M - $2.23M
|
27.3K
$4.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14K+ 17.81% |
$1.87M - $2.23M
|
92.9K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 18.13% |
$1.8M - $2.15M
|
88.2K
$14.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.6K+ 11843.4% |
$1.67M - $1.99M
|
12.7K
$2.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 622.35% |
$1.66M - $1.98M
|
14.4K
$2.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.4K+ 3.57% |
$1.65M - $1.97M
|
360K
$57.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$1.38M - $1.64M
|
10.3K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
10.3K+ 169.76% |
$1.37M - $1.64M
|
16.4K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
10.2K+ 192.7% |
$1.35M - $1.61M
|
15.4K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10K+ 61.54% |
$1.34M - $1.59M
|
26.3K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.89K+ 18.61% |
$1.32M - $1.57M
|
63K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
9.83K+ 10.24% |
$1.31M - $1.56M
|
106K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.76K+ 289.39% |
$1.3M - $1.55M
|
13.1K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.74K+ 1.57% |
$1.3M - $1.55M
|
631K
$102M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.74K+ 30.14% |
$1.3M - $1.55M
|
42K
$6.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.14KNew |
$1.22M - $1.45M
|
9.14K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.98K+ 83.61% |
$1.2M - $1.43M
|
19.7K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
8.96K+ 438.19% |
$1.19M - $1.42M
|
11K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.7K+ 0.91% |
$1.16M - $1.38M
|
963K
$155M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8.47K+ 44.34% |
$1.13M - $1.34M
|
27.6K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.26K+ 35.34% |
$1.1M - $1.31M
|
31.6K
$5.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.04K+ 20.22% |
$1.07M - $1.28M
|
47.8K
$7.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.86KNew |
$1.05M - $1.25M
|
7.86K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.74K+ 11.14% |
$1.03M - $1.23M
|
77.3K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.48KNew |
$995K - $1.19M
|
7.48K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.27K+ 100.9% |
$968K - $1.15M
|
14.5K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
7.16KNew |
$954K - $1.14M
|
7.16K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.8K+ 140.37% |
$905K - $1.08M
|
11.6K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.72K+ 34.3% |
$895K - $1.07M
|
26.3K
$4.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.32KNew |
$842K - $1M
|
6.32K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.14KNew |
$818K - $975K
|
6.14K
$989K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.07KNew |
$808K - $963K
|
6.07K
$977K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.87K+ 14.28% |
$781K - $931K
|
47K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
5.74KNew |
$764K - $911K
|
5.74K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
5.73K+ 15.97% |
$763K - $910K
|
41.6K
$6.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.73K+ 41.16% |
$763K - $910K
|
19.7K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.66K+ 24.95% |
$754K - $898K
|
28.3K
$4.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
5.61K+ 20.56% |
$748K - $891K
|
32.9K
$5.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.3KNew |
$706K - $841K
|
5.3K
$854K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.25K+ 27.36% |
$699K - $833K
|
24.4K
$3.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.25K+ 5.42% |
$699K - $833K
|
102K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.09KNew |
$678K - $808K
|
5.09K
$820K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
5.04K+ 54.72% |
$671K - $800K
|
14.2K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.88KNew |
$650K - $775K
|
4.88K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.77KNew |
$635K - $757K
|
4.77K
$769K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
4.75K+ 90.54% |
$632K - $754K
|
9.99K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.66KNew |
$620K - $739K
|
4.66K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.63K+ 22.82% |
$617K - $735K
|
24.9K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.58K+ 37.97% |
$610K - $727K
|
16.6K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$599K - $714K
|
4.5K
$724K
|