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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.87KNew |
$455K - $529K
|
3.87K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.87KNew |
$454K - $528K
|
3.87K
$610K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.82K+ 193.82% |
$449K - $522K
|
5.8K
$914K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.71K+ 13.77% |
$436K - $506K
|
30.6K
$4.83M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.7K+ 5.75% |
$435K - $505K
|
68K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.68KNew |
$433K - $503K
|
3.68K
$581K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.67K+ 5.21% |
$431K - $501K
|
74.1K
$11.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
3.64KNew |
$428K - $498K
|
3.64K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 5.92% |
$424K - $493K
|
64.6K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.6K+ 176.36% |
$423K - $492K
|
5.65K
$890K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.5K+ 58.53% |
$412K - $478K
|
9.49K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
3.47KNew |
$407K - $473K
|
3.47K
$546K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.46K+ 10.36% |
$407K - $473K
|
36.9K
$5.82M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.43K+ 41.04% |
$403K - $469K
|
11.8K
$1.86M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
3.38K+ 6.91% |
$398K - $462K
|
52.4K
$8.26M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.27KNew |
$384K - $446K
|
3.27K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.26K+ 17.71% |
$382K - $445K
|
21.6K
$3.41M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.22K+ 20.13% |
$379K - $440K
|
19.2K
$3.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.21K+ 11.82% |
$377K - $439K
|
30.4K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.2KNew |
$376K - $437K
|
3.2K
$504K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.14K+ 47.52% |
$369K - $429K
|
9.76K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.1KNew |
$364K - $423K
|
3.1K
$488K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.05K+ 32.71% |
$359K - $417K
|
12.4K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.9KNew |
$340K - $396K
|
2.9K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.83K+ 13.8% |
$333K - $387K
|
23.4K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.83KNew |
$332K - $386K
|
2.83K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.82K+ 19.45% |
$331K - $385K
|
17.3K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.79KNew |
$327K - $381K
|
2.79K
$439K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.71KNew |
$319K - $370K
|
2.71K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.68K+ 35.69% |
$315K - $366K
|
10.2K
$1.61M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.62K+ 2.53% |
$308K - $358K
|
106K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.59K+ 7.43% |
$305K - $354K
|
37.5K
$5.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.58KNew |
$304K - $353K
|
2.58K
$407K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.57KNew |
$302K - $351K
|
2.57K
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.56K+ 108.61% |
$301K - $350K
|
4.92K
$776K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.56K+ 3.71% |
$300K - $349K
|
71.5K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$299K - $347K
|
2.54K
$401K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.52K+ 17.32% |
$296K - $344K
|
17.1K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.5K+ 36.51% |
$294K - $341K
|
9.35K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.48K+ 45.58% |
$291K - $339K
|
7.92K
$1.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2.45K+ 64.5% |
$287K - $334K
|
6.24K
$983K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.44K+ 3.86% |
$286K - $333K
|
65.5K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.41KNew |
$283K - $329K
|
2.41K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.41K+ 9.04% |
$283K - $329K
|
29.1K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.4K+ 25.57% |
$282K - $328K
|
11.8K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.32K+ 28.92% |
$272K - $316K
|
10.3K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 49.77% |
$271K - $315K
|
6.94K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.29KNew |
$269K - $313K
|
2.29K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.27K+ 109.31% |
$266K - $309K
|
4.34K
$684K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.26K+ 26.0% |
$266K - $309K
|
11K
$1.73M
|