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 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
170+ 1545.45% |
$22.6K - $27K
|
181
$29.2K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
163+ 2.26% |
$21.7K - $25.9K
|
7.37K
$1.19M
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
161+ 1.15% |
$21.4K - $25.6K
|
14.1K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157+ 1.6% |
$20.9K - $24.9K
|
9.99K
$1.61M
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
152+ 5.31% |
$20.2K - $24.1K
|
3.02K
$486K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
145+ 237.7% |
$19.3K - $23K
|
206
$33.2K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
143+ 2.86% |
$19K - $22.7K
|
5.14K
$828K
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
140+ 1.08% |
$18.6K - $22.2K
|
13.1K
$2.11M
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
140+ 0.49% |
$18.6K - $22.2K
|
29K
$4.67M
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
140+ 3.31% |
$18.6K - $22.2K
|
4.37K
$703K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
139New |
$18.5K - $22.1K
|
139
$22.4K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
135+ 0.3% |
$18K - $21.4K
|
44.6K
$7.19M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
126New |
$16.8K - $20K
|
126
$20.3K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
125New |
$16.6K - $19.8K
|
125
$20.1K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
116+ 1.84% |
$15.4K - $18.4K
|
6.41K
$1.03M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
116+ 1.71% |
$15.4K - $18.4K
|
6.9K
$1.11M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
115New |
$15.3K - $18.3K
|
115
$18.5K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
114+ 0.14% |
$15.2K - $18.1K
|
81.5K
$13.1M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
114+ 1.41% |
$15.2K - $18.1K
|
8.2K
$1.32M
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
109+ 3.33% |
$14.5K - $17.3K
|
3.39K
$545K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
108New |
$14.4K - $17.1K
|
108
$17.4K
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
107+ 0.57% |
$14.2K - $17K
|
18.9K
$3.05M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
105+ 1.18% |
$14K - $16.7K
|
9.03K
$1.45M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
103New |
$13.7K - $16.3K
|
103
$16.6K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
102+ 0.98% |
$13.6K - $16.2K
|
10.6K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100New |
$13.3K - $15.9K
|
100
$16.1K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
100+ 0.48% |
$13.3K - $15.9K
|
20.7K
$3.34M
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
100+ 57.14% |
$13.3K - $15.9K
|
275
$44.3K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
95+ 0.51% |
$12.7K - $15.1K
|
18.8K
$3.02M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
95+ 0.16% |
$12.7K - $15.1K
|
59.1K
$9.52M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
94+ 3.54% |
$12.5K - $14.9K
|
2.75K
$443K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
93+ 2.27% |
$12.4K - $14.8K
|
4.19K
$675K
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
87+ 1.8% |
$11.6K - $13.8K
|
4.92K
$792K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85New |
$11.3K - $13.5K
|
85
$13.7K
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
81+ 4.35% |
$10.8K - $12.9K
|
1.95K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
81+ 2.86% |
$10.8K - $12.9K
|
2.91K
$469K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
76+ 5.44% |
$10.1K - $12.1K
|
1.47K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
73+ 1.88% |
$9.72K - $11.6K
|
3.96K
$638K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
73+ 0.97% |
$9.72K - $11.6K
|
7.58K
$1.22M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
72+ 0.34% |
$9.59K - $11.4K
|
21.5K
$3.46M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 0.57% |
$8.92K - $10.6K
|
11.8K
$1.91M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
67New |
$8.92K - $10.6K
|
67
$10.8K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
67+ 3.65% |
$8.92K - $10.6K
|
1.9K
$306K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
61+ 3.45% |
$8.12K - $9.68K
|
1.83K
$294K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
55+ 0.98% |
$7.32K - $8.73K
|
5.66K
$911K
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50+ 0.18% |
$6.66K - $7.94K
|
28.2K
$4.55M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
49New |
$6.52K - $7.78K
|
49
$7.89K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
45+ 1.99% |
$5.99K - $7.14K
|
2.31K
$372K
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
44+ 0.73% |
$5.86K - $6.98K
|
6.07K
$978K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
41+ 10.57% |
$5.46K - $6.51K
|
429
$69.1K
|