Purchases and Sales Made in Q4 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.37KNew |
$848K - $1.03M
|
8.37K
$1.35M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.36K+ 1.59% |
$847K - $1.03M
|
535K
$86.1M
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
8.29KNew |
$840K - $1.02M
|
8.29K
$1.34M
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.14KNew |
$825K - $1M
|
8.14K
$1.31M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
7.96KNew |
$806K - $981K
|
7.96K
$1.28M
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.84K+ 57.48% |
$795K - $967K
|
21.5K
$3.46M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7.81KNew |
$791K - $963K
|
7.81K
$1.26M
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.78KNew |
$788K - $960K
|
7.78K
$1.25M
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.63K+ 40.44% |
$773K - $941K
|
26.5K
$4.27M
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.63K+ 18.72% |
$773K - $941K
|
48.4K
$7.79M
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
7.62KNew |
$772K - $940K
|
7.62K
$1.23M
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.29K+ 49.28% |
$738K - $899K
|
22.1K
$3.56M
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.23K+ 42.95% |
$733K - $892K
|
24.1K
$3.88M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7.23K+ 81.25% |
$732K - $891K
|
16.1K
$2.6M
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
7.21KNew |
$731K - $889K
|
7.21K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.13K+ 24.52% |
$722K - $879K
|
36.2K
$5.83M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.78K+ 56.94% |
$687K - $836K
|
18.7K
$3.01M
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.76KNew |
$685K - $834K
|
6.76K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
6.74K+ 106.27% |
$683K - $832K
|
13.1K
$2.11M
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.67KNew |
$675K - $822K
|
6.67K
$1.07M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.62KNew |
$670K - $816K
|
6.62K
$1.07M
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
6.61K+ 25.38% |
$670K - $816K
|
32.7K
$5.26M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.6K+ 55.33% |
$668K - $813K
|
18.5K
$2.98M
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.56K+ 236.24% |
$664K - $809K
|
9.33K
$1.5M
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.52KNew |
$661K - $804K
|
6.52K
$1.05M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.46K+ 38.81% |
$655K - $797K
|
23.1K
$3.72M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.45K+ 18.28% |
$653K - $795K
|
41.7K
$6.72M
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.37K+ 31.37% |
$645K - $785K
|
26.7K
$4.29M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.19K+ 90.97% |
$627K - $763K
|
13K
$2.09M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6K+ 65.65% |
$607K - $739K
|
15.1K
$2.44M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.79K+ 27.09% |
$587K - $714K
|
27.2K
$4.38M
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.77K+ 37.26% |
$584K - $711K
|
21.2K
$3.42M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.76K+ 31.82% |
$583K - $710K
|
23.9K
$3.84M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.71K+ 51.97% |
$579K - $704K
|
16.7K
$2.69M
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.59K+ 84.83% |
$566K - $689K
|
12.2K
$1.96M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.46K+ 68.25% |
$553K - $673K
|
13.5K
$2.17M
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.41K+ 62.34% |
$548K - $668K
|
14.1K
$2.27M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.04K+ 53.3% |
$510K - $621K
|
14.5K
$2.33M
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4.95KNew |
$502K - $611K
|
4.95K
$798K
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.85K+ 16.13% |
$491K - $598K
|
34.9K
$5.62M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.83K+ 184.42% |
$489K - $595K
|
7.45K
$1.2M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.81KNew |
$488K - $593K
|
4.81K
$775K
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.78KNew |
$484K - $589K
|
4.78K
$770K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.69K+ 28.78% |
$475K - $578K
|
21K
$3.38M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.68KNew |
$474K - $577K
|
4.68K
$754K
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.66KNew |
$473K - $575K
|
4.66K
$751K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.62KNew |
$468K - $570K
|
4.62K
$745K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.6K+ 78.59% |
$466K - $567K
|
10.5K
$1.68M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.6K+ 32.99% |
$466K - $567K
|
18.5K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.58K+ 4.2% |
$464K - $564K
|
114K
$18.3M
|