Purchases and Sales Made in Q2 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
350K+ 704.91% |
$31.1M - $38.3M
|
400K
$60.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
339K+ 16.75% |
$30M - $37M
|
2.36M
$358M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
259K+ 5.83% |
$23M - $28.3M
|
4.7M
$713M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
255K+ 10928.5% |
$22.6M - $27.8M
|
257K
$39M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
240K+ 31.86% |
$21.3M - $26.3M
|
994K
$151M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
197K+ 26751.08% |
$17.5M - $21.6M
|
198K
$30.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
189K+ 10.1% |
$16.8M - $20.7M
|
2.06M
$313M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
188KNew |
$16.7M - $20.6M
|
188K
$28.5M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
186K+ 1475.96% |
$16.5M - $20.3M
|
198K
$30.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
156K+ 765.04% |
$13.8M - $17.1M
|
176K
$26.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
146KNew |
$13M - $16M
|
146K
$22.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
145K+ 0.96% |
$12.8M - $15.8M
|
15.3M
$2.32B
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 11.4% |
$12.4M - $15.2M
|
1.36M
$207M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
119K+ 147.79% |
$10.5M - $13M
|
199K
$30.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
110KNew |
$9.75M - $12M
|
110K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
107K+ 124.71% |
$9.49M - $11.7M
|
193K
$29.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106K+ 12.15% |
$9.43M - $11.6M
|
982K
$149M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.1K+ 1.41% |
$7.73M - $9.53M
|
6.27M
$951M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
73.7K+ 372.38% |
$6.54M - $8.06M
|
93.5K
$14.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.1K+ 461.07% |
$6.22M - $7.67M
|
85.3K
$12.9M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.6K+ 47.03% |
$5.64M - $6.95M
|
199K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.6K+ 47.03% |
$5.64M - $6.95M
|
199K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
62.1KNew |
$5.51M - $6.79M
|
62.1K
$9.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.4K+ 147.04% |
$5.18M - $6.38M
|
98.1K
$14.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
56.4K+ 35.67% |
$5M - $6.16M
|
214K
$32.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.1K+ 8.87% |
$4.62M - $5.69M
|
639K
$97M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50.7K+ 178.66% |
$4.49M - $5.54M
|
79K
$12M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.6K+ 36.1% |
$4.49M - $5.54M
|
191K
$29M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
45.7KNew |
$4.05M - $5M
|
45.7K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.3K+ 5.3% |
$3.84M - $4.74M
|
861K
$131M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
43K+ 29.26% |
$3.82M - $4.71M
|
190K
$28.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
40.7KNew |
$3.61M - $4.45M
|
40.7K
$6.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
37.6K+ 519.48% |
$3.33M - $4.11M
|
44.8K
$6.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.3K+ 266.89% |
$3.31M - $4.08M
|
51.3K
$7.78M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
36.9K+ 324.62% |
$3.27M - $4.04M
|
48.3K
$7.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35.9KNew |
$3.18M - $3.93M
|
35.9K
$5.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30.5K+ 9.26% |
$2.7M - $3.33M
|
360K
$54.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.1K+ 7.46% |
$2.58M - $3.18M
|
419K
$63.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.6K+ 41.12% |
$2.53M - $3.13M
|
98.1K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28.3K+ 53.71% |
$2.51M - $3.09M
|
80.9K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
28KNew |
$2.49M - $3.07M
|
28K
$4.25M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27.9KNew |
$2.48M - $3.05M
|
27.9K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
25.4K+ 182.8% |
$2.25M - $2.78M
|
39.3K
$5.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
23.3K+ 70.51% |
$2.07M - $2.55M
|
56.4K
$8.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
23.3KNew |
$2.06M - $2.54M
|
23.3K
$3.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.6K+ 22.17% |
$1.91M - $2.36M
|
119K
$18M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
21.3K+ 24.64% |
$1.89M - $2.33M
|
108K
$16.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.2KNew |
$1.79M - $2.21M
|
20.2K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.4K+ 225.87% |
$1.72M - $2.12M
|
27.9K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.2K+ 5.68% |
$1.7M - $2.1M
|
357K
$54.2M
|