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 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
776New |
$91.2K - $106K
|
776
$123K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
770New |
$90.5K - $105K
|
770
$122K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
760+ 15.9% |
$89.3K - $104K
|
5.54K
$880K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
752+ 1.78% |
$88.4K - $103K
|
42.9K
$6.81M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
748+ 10.19% |
$87.9K - $102K
|
8.09K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
739+ 5.09% |
$86.8K - $101K
|
15.3K
$2.42M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
735+ 44.82% |
$86.4K - $100K
|
2.38K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
725+ 25.6% |
$85.2K - $99K
|
3.56K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
717+ 11.73% |
$84.2K - $97.9K
|
6.83K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
707New |
$83.1K - $96.6K
|
707
$112K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
700+ 26.93% |
$82.3K - $95.6K
|
3.3K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
684+ 30.87% |
$80.4K - $93.4K
|
2.9K
$460K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
683+ 6.73% |
$80.3K - $93.3K
|
10.8K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
679+ 8.22% |
$79.8K - $92.7K
|
8.94K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
675+ 12.18% |
$79.3K - $92.2K
|
6.22K
$987K
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
663+ 0.94% |
$77.9K - $90.6K
|
70.9K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
656+ 5.63% |
$77.1K - $89.6K
|
12.3K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
646+ 4.86% |
$75.9K - $88.2K
|
13.9K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
645+ 8.37% |
$75.8K - $88.1K
|
8.35K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
614+ 6.58% |
$72.1K - $83.9K
|
9.95K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
570+ 5.9% |
$67K - $77.9K
|
10.2K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
569+ 0.98% |
$66.9K - $77.7K
|
58.9K
$9.35M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
563+ 6.91% |
$66.2K - $76.9K
|
8.71K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
560+ 9.72% |
$65.8K - $76.5K
|
6.32K
$1M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
558New |
$65.6K - $76.2K
|
558
$88.6K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
550+ 4.99% |
$64.6K - $75.1K
|
11.6K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
544+ 11.23% |
$63.9K - $74.3K
|
5.39K
$855K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
536+ 8.37% |
$63K - $73.2K
|
6.94K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
526+ 25.75% |
$61.8K - $71.8K
|
2.57K
$408K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
520New |
$61.1K - $71K
|
520
$82.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
517+ 0.81% |
$60.7K - $70.6K
|
64.4K
$10.2M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
514+ 13.27% |
$60.4K - $70.2K
|
4.39K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
511+ 2.73% |
$60K - $69.8K
|
19.3K
$3.06M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
508+ 27.22% |
$59.7K - $69.4K
|
2.37K
$377K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
507+ 6.97% |
$59.6K - $69.3K
|
7.78K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
501+ 3.44% |
$58.9K - $68.4K
|
15.1K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
464+ 75.45% |
$54.5K - $63.4K
|
1.08K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
460+ 13.14% |
$54.1K - $62.8K
|
3.96K
$629K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
456+ 2.56% |
$53.6K - $62.3K
|
18.3K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
452New |
$53.1K - $61.7K
|
452
$71.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
425+ 7.64% |
$49.9K - $58.1K
|
5.99K
$951K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
406+ 8.7% |
$47.7K - $55.5K
|
5.07K
$805K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
404+ 14.17% |
$47.5K - $55.2K
|
3.26K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
400+ 7.84% |
$47K - $54.6K
|
5.5K
$873K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
391+ 15.04% |
$45.9K - $53.4K
|
2.99K
$475K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$42.3K - $49.2K
|
360
$57.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
351+ 4.23% |
$41.2K - $47.9K
|
8.64K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
348+ 15.5% |
$40.9K - $47.5K
|
2.59K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
333+ 0.84% |
$39.1K - $45.5K
|
40.2K
$6.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
327+ 1.37% |
$38.4K - $44.7K
|
24.2K
$3.84M
|