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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.22K+ 33.98% |
$260K - $303K
|
8.74K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.18KNew |
$256K - $297K
|
2.18K
$345K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.15K+ 73.69% |
$252K - $293K
|
5.06K
$803K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.07K+ 44.85% |
$243K - $283K
|
6.69K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 9.59% |
$242K - $281K
|
23.6K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.05K+ 4.92% |
$241K - $280K
|
43.8K
$6.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.03K+ 16.92% |
$239K - $277K
|
14K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.03KNew |
$239K - $277K
|
2.03K
$322K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 12.15% |
$238K - $277K
|
18.7K
$2.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.99K+ 1.12% |
$234K - $272K
|
181K
$28.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 18.04% |
$232K - $270K
|
12.9K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.97K+ 1.52% |
$232K - $269K
|
132K
$21M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.96KNew |
$231K - $268K
|
1.96K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.95K+ 47.46% |
$229K - $267K
|
6.07K
$963K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.94K+ 3.17% |
$228K - $265K
|
63.1K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.94KNew |
$227K - $264K
|
1.94K
$307K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
1.93K+ 4.35% |
$226K - $263K
|
46.2K
$7.34M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.91K+ 6.59% |
$224K - $260K
|
30.8K
$4.89M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.9KNew |
$223K - $260K
|
1.9K
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.89KNew |
$222K - $258K
|
1.89K
$300K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
1.89K+ 4.0% |
$222K - $258K
|
49.1K
$7.79M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.89KNew |
$221K - $257K
|
1.89K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.87K+ 22.4% |
$219K - $255K
|
10.2K
$1.62M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.86K+ 174.53% |
$218K - $254K
|
2.92K
$464K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1.85KNew |
$218K - $253K
|
1.85K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.85K+ 8.01% |
$217K - $252K
|
24.9K
$3.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.79KNew |
$210K - $244K
|
1.79K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.74KNew |
$204K - $237K
|
1.74K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.73K+ 7.18% |
$203K - $236K
|
25.8K
$4.1M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.73K+ 3.75% |
$203K - $236K
|
47.8K
$7.59M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
1.7K+ 5.61% |
$200K - $232K
|
32K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.7KNew |
$200K - $232K
|
1.7K
$270K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.69K+ 76.7% |
$199K - $231K
|
3.9K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.67K+ 25.19% |
$196K - $228K
|
8.28K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.66K+ 11.32% |
$196K - $227K
|
16.4K
$2.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.65K+ 68.01% |
$194K - $225K
|
4.08K
$647K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.64K+ 7.74% |
$193K - $224K
|
22.9K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.64KNew |
$192K - $223K
|
1.64K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
1.62KNew |
$190K - $221K
|
1.62K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.62KNew |
$190K - $221K
|
1.62K
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.61KNew |
$189K - $220K
|
1.61K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$188K - $219K
|
1.6K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.59KNew |
$187K - $217K
|
1.59K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$186K - $216K
|
1.58K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.56KNew |
$184K - $214K
|
1.56K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.56K+ 6.48% |
$183K - $213K
|
25.6K
$4.07M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.56KNew |
$183K - $212K
|
1.56K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.55KNew |
$182K - $211K
|
1.55K
$246K
|