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 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1K+ 9.68% |
$133K - $159K
|
11.4K
$1.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
987+ 20.96% |
$131K - $157K
|
5.7K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
985New |
$131K - $156K
|
985
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
965+ 4.84% |
$128K - $153K
|
20.9K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
964+ 14.39% |
$128K - $153K
|
7.67K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
958+ 15.7% |
$128K - $152K
|
7.06K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
936+ 60.43% |
$125K - $149K
|
2.49K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
936New |
$125K - $149K
|
936
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
934+ 1.65% |
$124K - $148K
|
57.6K
$9.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
917+ 6.57% |
$122K - $146K
|
14.9K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
916+ 6.2% |
$122K - $145K
|
15.7K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
879+ 24.67% |
$117K - $140K
|
4.44K
$716K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
878New |
$117K - $139K
|
878
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
812+ 5.87% |
$108K - $129K
|
14.7K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
805New |
$107K - $128K
|
805
$130K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
799+ 13.69% |
$106K - $127K
|
6.64K
$1.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
790+ 5.43% |
$105K - $125K
|
15.3K
$2.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
780+ 32.19% |
$104K - $124K
|
3.2K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
778+ 0.22% |
$104K - $123K
|
350K
$56.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
741+ 1.47% |
$98.7K - $118K
|
51.3K
$8.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
732+ 0.94% |
$97.5K - $116K
|
78.8K
$12.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
720New |
$95.9K - $114K
|
720
$116K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
720+ 48.42% |
$95.9K - $114K
|
2.21K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
716+ 5.04% |
$95.3K - $114K
|
14.9K
$2.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
701+ 6.61% |
$93.3K - $111K
|
11.3K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
693+ 5.1% |
$92.3K - $110K
|
14.3K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
672+ 2.4% |
$89.5K - $107K
|
28.6K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
663+ 31.45% |
$88.3K - $105K
|
2.77K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
656+ 8.33% |
$87.4K - $104K
|
8.53K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
655+ 1.3% |
$87.2K - $104K
|
51.2K
$8.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
648New |
$86.3K - $103K
|
648
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
646+ 2.61% |
$86K - $103K
|
25.4K
$4.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
638+ 8.16% |
$85K - $101K
|
8.46K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
635+ 4.43% |
$84.6K - $101K
|
15K
$2.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
634+ 23.38% |
$84.4K - $101K
|
3.35K
$539K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
629+ 2.36% |
$83.8K - $99.8K
|
27.3K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
623+ 1.37% |
$83K - $98.9K
|
46.1K
$7.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
617+ 5.16% |
$82.2K - $97.9K
|
12.6K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
608+ 3.12% |
$81K - $96.5K
|
20.1K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
587New |
$78.2K - $93.2K
|
587
$94.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
580+ 12.74% |
$77.2K - $92.1K
|
5.13K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
579+ 1.49% |
$77.1K - $91.9K
|
39.4K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
569+ 39.21% |
$75.8K - $90.3K
|
2.02K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
564+ 0.66% |
$75.1K - $89.5K
|
86K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
552+ 100.18% |
$73.5K - $87.6K
|
1.1K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
543+ 33.52% |
$72.3K - $86.2K
|
2.16K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
536+ 609.09% |
$71.4K - $85.1K
|
624
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
529+ 12.03% |
$70.4K - $84K
|
4.93K
$793K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
512+ 5.2% |
$68.2K - $81.3K
|
10.4K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
506+ 11.38% |
$67.4K - $80.3K
|
4.95K
$798K
|