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 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.4K+ 183.03% |
$586K - $698K
|
6.8K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
4.38KNew |
$584K - $696K
|
4.38K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.27K+ 18.59% |
$568K - $677K
|
27.2K
$4.38M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.12KNew |
$548K - $653K
|
4.12K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.02K+ 11.42% |
$535K - $638K
|
39.2K
$6.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4KNew |
$533K - $635K
|
4K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 20.53% |
$532K - $634K
|
23.5K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.77K+ 12.26% |
$503K - $599K
|
34.5K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.75K+ 0.3% |
$500K - $596K
|
1.25M
$201M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.54K+ 28.09% |
$471K - $562K
|
16.1K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.46K+ 152.27% |
$460K - $549K
|
5.73K
$923K
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
3.38KNew |
$450K - $536K
|
3.38K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.37K+ 8.18% |
$448K - $534K
|
44.5K
$7.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.22K+ 35.68% |
$429K - $511K
|
12.2K
$1.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.07KNew |
$409K - $488K
|
3.07K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.03KNew |
$404K - $481K
|
3.03K
$488K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.02KNew |
$403K - $480K
|
3.02K
$487K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 3.94% |
$384K - $457K
|
76K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.85K+ 9.94% |
$379K - $452K
|
31.5K
$5.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.83K+ 193.96% |
$376K - $449K
|
4.28K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.82KNew |
$376K - $448K
|
2.82K
$455K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.82KNew |
$376K - $448K
|
2.82K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
2.82KNew |
$375K - $447K
|
2.82K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.79K+ 1.38% |
$372K - $443K
|
205K
$33M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.77K+ 15.1% |
$368K - $439K
|
21.1K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.75KNew |
$366K - $436K
|
2.75K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.72K+ 18.25% |
$362K - $431K
|
17.6K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.71K+ 30.21% |
$361K - $430K
|
11.7K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.43K+ 7.25% |
$324K - $386K
|
36K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.41K+ 29.94% |
$321K - $383K
|
10.5K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.34KNew |
$311K - $371K
|
2.34K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.32KNew |
$309K - $369K
|
2.32K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.32K+ 15.64% |
$308K - $368K
|
17.1K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.31K+ 62.59% |
$308K - $367K
|
6.01K
$968K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.31K+ 1.12% |
$308K - $367K
|
209K
$33.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.29K+ 4.12% |
$305K - $363K
|
57.8K
$9.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.29K+ 7.13% |
$304K - $363K
|
34.3K
$5.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.25K+ 5.35% |
$300K - $357K
|
44.3K
$7.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 19.35% |
$299K - $356K
|
13.8K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 5.25% |
$299K - $356K
|
45K
$7.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.23KNew |
$297K - $354K
|
2.23K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22K+ 135.39% |
$295K - $352K
|
3.85K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.2KNew |
$293K - $350K
|
2.2K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.19K+ 3.63% |
$291K - $347K
|
62.5K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.16K+ 29.95% |
$287K - $342K
|
9.35K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 1.66% |
$280K - $334K
|
129K
$20.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.08K+ 8.13% |
$277K - $330K
|
27.6K
$4.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.05K+ 2.66% |
$272K - $325K
|
79.1K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.04K+ 1.95% |
$272K - $324K
|
107K
$17.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.93K+ 3.55% |
$257K - $307K
|
56.4K
$9.08M
|