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 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.87K+ 6.17% |
$250K - $297K
|
32.2K
$5.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.84KNew |
$245K - $292K
|
1.84K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.83K+ 56.25% |
$244K - $291K
|
5.09K
$820K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.8K+ 95.24% |
$240K - $286K
|
3.69K
$594K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.7KNew |
$227K - $270K
|
1.7K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 12.29% |
$227K - $270K
|
15.5K
$2.5M
|
|
|
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
$15.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.7K+ 2.13% |
$226K - $269K
|
81.2K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.69K+ 22.8% |
$224K - $267K
|
9.08K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 10.6% |
$220K - $262K
|
17.2K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
1.65K+ 3.24% |
$219K - $261K
|
52.4K
$8.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.64KNew |
$219K - $260K
|
1.64K
$264K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.63KNew |
$218K - $259K
|
1.63K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.63KNew |
$217K - $258K
|
1.63K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.62KNew |
$216K - $257K
|
1.62K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.61KNew |
$214K - $255K
|
1.61K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.61K+ 3.68% |
$214K - $255K
|
45.2K
$7.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.55KNew |
$206K - $246K
|
1.55K
$249K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.52KNew |
$203K - $242K
|
1.52K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.49K+ 11.05% |
$198K - $237K
|
15K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.49KNew |
$198K - $236K
|
1.49K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.48KNew |
$197K - $235K
|
1.48K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.46KNew |
$194K - $232K
|
1.46K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.46K+ 4.82% |
$194K - $231K
|
31.7K
$5.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.45KNew |
$193K - $231K
|
1.45K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.44KNew |
$192K - $229K
|
1.44K
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.44K+ 5.12% |
$192K - $228K
|
29.5K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.41KNew |
$188K - $224K
|
1.41K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.41K+ 87.05% |
$188K - $224K
|
3.03K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.4K+ 1.86% |
$186K - $222K
|
76.3K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.38KNew |
$183K - $219K
|
1.38K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.37K+ 30.51% |
$183K - $218K
|
5.87K
$946K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.35KNew |
$180K - $214K
|
1.35K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.34KNew |
$179K - $213K
|
1.34K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.34K+ 24.26% |
$178K - $212K
|
6.84K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.33KNew |
$177K - $211K
|
1.33K
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.33K+ 53.04% |
$177K - $210K
|
3.83K
$616K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.33K+ 84.45% |
$176K - $210K
|
2.89K
$466K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.32KNew |
$176K - $210K
|
1.32K
$213K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.3KNew |
$173K - $206K
|
1.3K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 21.4% |
$172K - $206K
|
7.35K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.29K+ 4.21% |
$171K - $204K
|
31.8K
$5.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.26K+ 25.63% |
$168K - $201K
|
6.2K
$998K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.18K+ 0.21% |
$158K - $188K
|
565K
$91M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 5.13% |
$153K - $182K
|
23.5K
$3.78M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.08K+ 1.54% |
$143K - $171K
|
70.8K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.07K+ 9.18% |
$142K - $170K
|
12.7K
$2.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.07K+ 2.47% |
$142K - $170K
|
44.3K
$7.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 11.02% |
$139K - $166K
|
10.6K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.03K+ 46.96% |
$137K - $163K
|
3.21K
$517K
|