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 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 24.47% |
$181K - $210K
|
7.83K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.53KNew |
$180K - $209K
|
1.53K
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.53KNew |
$179K - $208K
|
1.53K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.5K+ 3.51% |
$176K - $205K
|
44.3K
$6.98M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.5KNew |
$176K - $205K
|
1.5K
$236K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.5K+ 13.22% |
$176K - $205K
|
12.8K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.5KNew |
$176K - $204K
|
1.5K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.49KNew |
$175K - $203K
|
1.49K
$235K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.48K+ 11.39% |
$174K - $202K
|
14.5K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.42K+ 11.69% |
$166K - $193K
|
13.5K
$2.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.4K+ 14.82% |
$165K - $192K
|
10.9K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 11.09% |
$162K - $188K
|
13.8K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.37K+ 10.74% |
$160K - $186K
|
14.1K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.31K+ 33.82% |
$154K - $179K
|
5.18K
$816K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.29K+ 5.74% |
$152K - $177K
|
23.9K
$3.76M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.27K+ 20.46% |
$150K - $174K
|
7.5K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.27K+ 67.39% |
$149K - $173K
|
3.15K
$497K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.24K+ 2216.07% |
$146K - $170K
|
1.3K
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.24K+ 310.28% |
$145K - $169K
|
1.64K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.2K+ 32.1% |
$141K - $164K
|
4.93K
$777K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.19K+ 197.83% |
$139K - $162K
|
1.79K
$282K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.18K+ 7.99% |
$139K - $162K
|
16K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.17K+ 33.49% |
$137K - $159K
|
4.65K
$733K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.16K+ 4.98% |
$137K - $159K
|
24.5K
$3.87M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.11K+ 6.3% |
$131K - $152K
|
18.8K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 134.47% |
$130K - $151K
|
1.93K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.1K+ 3.77% |
$129K - $150K
|
30.3K
$4.77M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.08K+ 58.19% |
$127K - $148K
|
2.94K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.08K+ 14.96% |
$127K - $147K
|
8.27K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.07K+ 3.27% |
$126K - $146K
|
33.7K
$5.32M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.01K+ 6.26% |
$119K - $138K
|
17.1K
$2.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
999+ 3.77% |
$117K - $136K
|
27.5K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
995+ 9.54% |
$117K - $136K
|
11.4K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
982+ 54.1% |
$115K - $134K
|
2.8K
$441K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
980+ 6.07% |
$115K - $134K
|
17.1K
$2.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
950+ 742.19% |
$112K - $130K
|
1.08K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
937+ 1.72% |
$110K - $128K
|
55.4K
$8.74M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
918+ 3.36% |
$108K - $125K
|
28.3K
$4.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
918+ 7.26% |
$108K - $125K
|
13.6K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
916+ 4.15% |
$108K - $125K
|
23K
$3.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
900+ 16.5% |
$106K - $123K
|
6.35K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
891+ 2.09% |
$105K - $122K
|
43.6K
$6.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
880+ 11.25% |
$103K - $120K
|
8.71K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
878+ 0.49% |
$103K - $120K
|
179K
$28.3M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
844New |
$99.2K - $115K
|
844
$133K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
840+ 31.95% |
$98.7K - $115K
|
3.47K
$547K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
832+ 12.29% |
$97.8K - $114K
|
7.6K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
800New |
$94K - $109K
|
800
$126K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
796+ 81.81% |
$93.5K - $109K
|
1.77K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
780+ 25.33% |
$91.7K - $107K
|
3.86K
$608K
|