Purchases and Sales Made in Q1 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
918K+ 8.72% |
$108M - $125M
|
11.4M
$1.8B
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
883KNew |
$104M - $121M
|
883K
$139M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
508K+ 216.36% |
$59.7M - $69.4M
|
743K
$117M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
410K+ 12.03% |
$48.2M - $56M
|
3.82M
$602M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
368K+ 6689.2% |
$43.2M - $50.3M
|
373K
$58.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
336K+ 12.07% |
$39.5M - $45.9M
|
3.12M
$492M
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
302K+ 69.28% |
$35.5M - $41.3M
|
739K
$116M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155K+ 82.4% |
$18.2M - $21.1M
|
343K
$54M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131K+ 59.05% |
$15.4M - $17.9M
|
353K
$55.7M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
130K+ 858.21% |
$15.3M - $17.7M
|
145K
$22.9M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
123K+ 22.23% |
$14.4M - $16.8M
|
676K
$107M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
123K+ 22.2% |
$14.4M - $16.8M
|
676K
$107M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
112K+ 63.66% |
$13.1M - $15.3M
|
287K
$45.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 12.33% |
$13.1M - $15.2M
|
1.01M
$160M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
107K+ 13.28% |
$12.5M - $14.6M
|
909K
$143M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
102K+ 8.13% |
$12M - $14M
|
1.36M
$214M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
98.5K+ 2.32% |
$11.6M - $13.4M
|
4.35M
$685M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
95.5K+ 9.95% |
$11.2M - $13M
|
1.05M
$166M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
95.1K+ 8.81% |
$11.2M - $13M
|
1.17M
$185M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
92.3K+ 76.5% |
$10.8M - $12.6M
|
213K
$33.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.1K+ 7.19% |
$10.6M - $12.3M
|
1.34M
$212M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
88.8KNew |
$10.4M - $12.1M
|
88.8K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
87.6KNew |
$10.3M - $12M
|
87.6K
$13.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.4K+ 10.93% |
$10.3M - $11.9M
|
887K
$140M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
85.5KNew |
$10M - $11.7M
|
85.5K
$13.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
71.1K+ 584.47% |
$8.36M - $9.72M
|
83.3K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
70.2K+ 16.39% |
$8.25M - $9.59M
|
499K
$78.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.3K+ 177.35% |
$7.68M - $8.92M
|
102K
$16.1M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
64.7KNew |
$7.61M - $8.84M
|
64.7K
$10.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
64.2K+ 264.57% |
$7.54M - $8.77M
|
88.5K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63.2KNew |
$7.42M - $8.63M
|
63.2K
$9.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
58KNew |
$6.81M - $7.92M
|
58K
$9.14M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
57.6KNew |
$6.77M - $7.87M
|
57.6K
$9.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.6K+ 6.72% |
$6.53M - $7.59M
|
882K
$139M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.1K+ 46.6% |
$6.36M - $7.39M
|
170K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
52.7K+ 16.66% |
$6.19M - $7.2M
|
369K
$58.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
47.7KNew |
$5.61M - $6.52M
|
47.7K
$7.52M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46.8K+ 52.42% |
$5.5M - $6.39M
|
136K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45.3KNew |
$5.32M - $6.18M
|
45.3K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.7KNew |
$5.14M - $5.97M
|
43.7K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41.6K+ 98.1% |
$4.88M - $5.68M
|
83.9K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41K+ 33.59% |
$4.81M - $5.59M
|
163K
$25.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
40.3KNew |
$4.74M - $5.51M
|
40.3K
$6.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
40.2KNew |
$4.73M - $5.5M
|
40.2K
$6.34M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 104.74% |
$4.52M - $5.26M
|
75.2K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.3K+ 43.29% |
$4.5M - $5.24M
|
127K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
38.2K+ 106.22% |
$4.49M - $5.22M
|
74.2K
$11.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
36.4K+ 2023.0% |
$4.28M - $4.97M
|
38.2K
$6.02M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.4KNew |
$3.93M - $4.57M
|
33.4K
$5.27M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
33.3K+ 279.02% |
$3.91M - $4.55M
|
45.2K
$7.13M
|