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 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
500+ 8.89% |
$66.6K - $79.4K
|
6.13K
$987K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
500+ 2.32% |
$66.6K - $79.4K
|
22.1K
$3.55M
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
491+ 11.11% |
$65.4K - $77.9K
|
4.91K
$791K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
487+ 0.99% |
$64.8K - $77.3K
|
49.5K
$7.98M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
480+ 1.71% |
$63.9K - $76.2K
|
28.6K
$4.6M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
471+ 6.86% |
$62.7K - $74.8K
|
7.34K
$1.18M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
470+ 26.66% |
$62.6K - $74.6K
|
2.23K
$360K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
466+ 1.69% |
$62.1K - $74K
|
28K
$4.52M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
424+ 16.12% |
$56.5K - $67.3K
|
3.06K
$492K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
423+ 2.71% |
$56.3K - $67.1K
|
16K
$2.58M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
412+ 1.62% |
$54.9K - $65.4K
|
25.9K
$4.17M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
405+ 4.29% |
$53.9K - $64.3K
|
9.84K
$1.59M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400+ 3.36% |
$53.3K - $63.5K
|
12.3K
$1.98M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
392New |
$52.2K - $62.2K
|
392
$63.2K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
392New |
$52.2K - $62.2K
|
392
$63.2K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
376+ 2.22% |
$50.1K - $59.7K
|
17.3K
$2.79M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
370+ 23.89% |
$49.3K - $58.7K
|
1.92K
$309K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
366+ 2.37% |
$48.7K - $58.1K
|
15.8K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
355New |
$47.3K - $56.3K
|
355
$57.2K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
350+ 2.74% |
$46.6K - $55.6K
|
13.1K
$2.12M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
348+ 9.91% |
$46.3K - $55.2K
|
3.86K
$622K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
348+ 5.44% |
$46.3K - $55.2K
|
6.74K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
345New |
$45.9K - $54.8K
|
345
$55.6K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
340+ 5.1% |
$45.3K - $54K
|
7.01K
$1.13M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
330+ 21.36% |
$43.9K - $52.4K
|
1.88K
$302K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
327New |
$43.5K - $51.9K
|
327
$52.7K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
320+ 1.18% |
$42.6K - $50.8K
|
27.4K
$4.42M
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
271+ 11.71% |
$36.1K - $43K
|
2.59K
$416K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
267+ 3.09% |
$35.6K - $42.4K
|
8.92K
$1.44M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
266+ 1.52% |
$35.4K - $42.2K
|
17.7K
$2.85M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
251+ 15.93% |
$33.4K - $39.8K
|
1.83K
$294K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
248+ 15.11% |
$33K - $39.4K
|
1.89K
$304K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
245+ 81.67% |
$32.6K - $38.9K
|
545
$87.8K
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
244+ 1.51% |
$32.5K - $38.7K
|
16.5K
$2.65M
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
234+ 161.38% |
$31.2K - $37.1K
|
379
$61.1K
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
234+ 11.81% |
$31.2K - $37.1K
|
2.22K
$357K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
231+ 15.27% |
$30.8K - $36.7K
|
1.74K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
225+ 11.79% |
$30K - $35.7K
|
2.13K
$344K
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
223+ 4.18% |
$29.7K - $35.4K
|
5.56K
$896K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
218+ 7.25% |
$29K - $34.6K
|
3.23K
$520K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
218+ 15.59% |
$29K - $34.6K
|
1.62K
$260K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
218+ 10.7% |
$29K - $34.6K
|
2.26K
$363K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
214+ 9.34% |
$28.5K - $34K
|
2.5K
$403K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
214+ 2.95% |
$28.5K - $34K
|
7.48K
$1.2M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 1.08% |
$26.6K - $31.7K
|
18.8K
$3.03M
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
197+ 1.87% |
$26.2K - $31.3K
|
10.7K
$1.73M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
197+ 9.27% |
$26.2K - $31.3K
|
2.32K
$374K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
188+ 11.66% |
$25K - $29.8K
|
1.8K
$290K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
184+ 6.55% |
$24.5K - $29.2K
|
3K
$482K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
171+ 4.92% |
$22.8K - $27.1K
|
3.65K
$588K
|