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 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.3K+ 23.75% |
$3.91M - $4.54M
|
173K
$27.5M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
33.1KNew |
$3.89M - $4.53M
|
33.1K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32KNew |
$3.76M - $4.37M
|
32K
$5.08M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
30.6K+ 118.79% |
$3.59M - $4.17M
|
56.3K
$8.94M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
29.9K+ 1438.65% |
$3.52M - $4.09M
|
32K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28.6K+ 25.63% |
$3.36M - $3.9M
|
140K
$22.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
28.6K+ 10.57% |
$3.36M - $3.9M
|
299K
$47.4M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28K+ 8.89% |
$3.29M - $3.83M
|
343K
$54.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
27.5K+ 24.22% |
$3.23M - $3.75M
|
141K
$22.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
26.8K+ 193.34% |
$3.15M - $3.66M
|
40.6K
$6.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.2K+ 52.25% |
$3.08M - $3.58M
|
76.5K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.4KNew |
$2.98M - $3.47M
|
25.4K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
25.4K+ 52.42% |
$2.98M - $3.46M
|
73.7K
$11.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.8K+ 8.52% |
$2.91M - $3.38M
|
315K
$50M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.4KNew |
$2.87M - $3.33M
|
24.4K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
24K+ 50.92% |
$2.82M - $3.28M
|
71.2K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.7K+ 178.16% |
$2.78M - $3.23M
|
37K
$5.87M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.7K+ 241.92% |
$2.78M - $3.23M
|
33.5K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.4K+ 8.52% |
$2.75M - $3.2M
|
298K
$47.3M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.1K+ 195.14% |
$2.72M - $3.16M
|
35K
$5.56M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.6K+ 3.27% |
$2.54M - $2.95M
|
682K
$108M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
21.5KNew |
$2.52M - $2.93M
|
21.5K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.5K+ 11.35% |
$2.52M - $2.93M
|
211K
$33.4M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
21.1K+ 38.26% |
$2.48M - $2.89M
|
76.4K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.2K+ 2180.26% |
$2.37M - $2.76M
|
21.1K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.1K+ 20.84% |
$2.37M - $2.75M
|
117K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.5K+ 17.2% |
$2.3M - $2.67M
|
133K
$21.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
19.5K+ 19.1% |
$2.29M - $2.66M
|
121K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
19.4KNew |
$2.28M - $2.65M
|
19.4K
$3.08M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.4K+ 38.07% |
$2.28M - $2.65M
|
70.2K
$11.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.9K+ 3.54% |
$2.22M - $2.58M
|
554K
$87.9M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.8K+ 38.32% |
$2.09M - $2.43M
|
64.1K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.1K+ 6.37% |
$2.01M - $2.34M
|
286K
$45.4M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.8K+ 27.22% |
$1.97M - $2.29M
|
78.4K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.3KNew |
$1.79M - $2.08M
|
15.3K
$2.42M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.1KNew |
$1.78M - $2.07M
|
15.1K
$2.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.7K+ 11.86% |
$1.72M - $2M
|
138K
$21.9M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
14.1K+ 444.66% |
$1.65M - $1.92M
|
17.2K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.5K+ 80.92% |
$1.58M - $1.84M
|
30.1K
$4.79M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.3K+ 660.07% |
$1.56M - $1.82M
|
15.3K
$2.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.1K+ 18.82% |
$1.54M - $1.79M
|
82.9K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13K+ 32.16% |
$1.53M - $1.78M
|
53.6K
$8.51M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
13K+ 56.25% |
$1.53M - $1.77M
|
36.1K
$5.73M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.9K+ 27.79% |
$1.52M - $1.76M
|
59.3K
$9.42M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 7.57% |
$1.27M - $1.47M
|
153K
$24.3M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.6K+ 27.55% |
$1.24M - $1.45M
|
49.1K
$7.79M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
10.6KNew |
$1.24M - $1.44M
|
10.6K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 4.92% |
$1.22M - $1.41M
|
221K
$35.1M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.94K+ 25.18% |
$1.17M - $1.36M
|
49.4K
$7.85M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
9.87K+ 9.67% |
$1.16M - $1.35M
|
112K
$17.8M
|