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
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9.68K+ 334.19% |
$1.14M - $1.32M
|
12.6K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.64K+ 16073.33% |
$1.13M - $1.32M
|
9.7K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
9.41K+ 46.97% |
$1.11M - $1.29M
|
29.4K
$4.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
9.36K+ 24.94% |
$1.1M - $1.28M
|
46.9K
$7.39M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.04K+ 44.04% |
$1.06M - $1.24M
|
29.6K
$4.66M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.93K+ 13.42% |
$1.05M - $1.22M
|
75.4K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.92KNew |
$1.05M - $1.22M
|
8.92K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.66KNew |
$1.02M - $1.18M
|
8.66K
$1.37M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.44K+ 0.15% |
$992K - $1.15M
|
5.81M
$917M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
7.97KNew |
$936K - $1.09M
|
7.97K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.88K+ 37.21% |
$926K - $1.08M
|
29.1K
$4.58M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
7.87K+ 40.0% |
$924K - $1.07M
|
27.5K
$4.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7.83K+ 7.28% |
$920K - $1.07M
|
115K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.66K+ 64.86% |
$900K - $1.05M
|
19.5K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.55KNew |
$887K - $1.03M
|
7.55K
$1.19M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.76K+ 19.13% |
$795K - $924K
|
42.1K
$6.64M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.71K+ 31.31% |
$788K - $916K
|
28.1K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.6K+ 4.26% |
$775K - $901K
|
161K
$25.4M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.51K+ 7.19% |
$765K - $889K
|
97K
$15.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.47K+ 2.72% |
$760K - $883K
|
244K
$38.5M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.46K+ 94.33% |
$759K - $882K
|
13.3K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.46K+ 5.89% |
$758K - $882K
|
116K
$18.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
6.42K+ 3.33% |
$755K - $877K
|
199K
$31.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.24K+ 161.79% |
$733K - $852K
|
10.1K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.15K+ 14.23% |
$723K - $840K
|
49.4K
$7.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.1K+ 250.6% |
$717K - $833K
|
8.54K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.06KNew |
$712K - $827K
|
6.06K
$955K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.9K+ 19.27% |
$694K - $806K
|
36.5K
$5.76M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.67K+ 18.97% |
$666K - $774K
|
35.5K
$5.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.4K+ 24.25% |
$635K - $738K
|
27.7K
$4.36M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.35KNew |
$628K - $730K
|
5.35K
$843K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.26KNew |
$619K - $719K
|
5.26K
$830K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.25K+ 11.11% |
$617K - $717K
|
52.5K
$8.28M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.11KNew |
$600K - $698K
|
5.11K
$806K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.92K+ 43.26% |
$578K - $671K
|
16.3K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.82K+ 29.36% |
$567K - $659K
|
21.2K
$3.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
4.77K+ 10.93% |
$561K - $652K
|
48.4K
$7.64M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.62K+ 39.34% |
$543K - $631K
|
16.4K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.57K+ 22.01% |
$537K - $624K
|
25.3K
$4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.52KNew |
$531K - $617K
|
4.52K
$712K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.48K+ 121.3% |
$527K - $612K
|
8.18K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.37K+ 6.11% |
$513K - $596K
|
75.9K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.36K+ 5.97% |
$512K - $595K
|
77.4K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.33K+ 6.01% |
$508K - $591K
|
76.3K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.3K+ 5.27% |
$505K - $587K
|
85.8K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.3K+ 8.44% |
$505K - $587K
|
55.2K
$8.7M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.22KNew |
$496K - $577K
|
4.22K
$665K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4KNew |
$470K - $546K
|
4K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.89KNew |
$457K - $531K
|
3.89K
$613K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.87KNew |
$455K - $529K
|
3.87K
$610K
|