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 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
95+ 2.46% |
$11.2K - $13K
|
3.96K
$628K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$10.8K - $12.6K
|
92
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
89+ 2.26% |
$10.5K - $12.2K
|
4.03K
$640K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
85+ 1.18% |
$9.99K - $11.6K
|
7.28K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
84+ 0.61% |
$9.87K - $11.5K
|
13.9K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
82+ 4.81% |
$9.64K - $11.2K
|
1.79K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
74New |
$8.7K - $10.1K
|
74
$11.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
72+ 2.07% |
$8.46K - $9.83K
|
3.55K
$564K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
70+ 0.26% |
$8.23K - $9.56K
|
27.4K
$4.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
68+ 1.65% |
$7.99K - $9.29K
|
4.18K
$663K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
66+ 0.85% |
$7.76K - $9.01K
|
7.85K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
65+ 0.58% |
$7.64K - $8.88K
|
11.3K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
63+ 2.97% |
$7.4K - $8.61K
|
2.18K
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
61+ 0.77% |
$7.17K - $8.33K
|
8.02K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61New |
$7.17K - $8.33K
|
61
$9.68K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
60+ 0.21% |
$7.05K - $8.2K
|
28K
$4.44M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$7.05K - $8.2K
|
60
$9.53K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
60+ 2.65% |
$7.05K - $8.2K
|
2.32K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$6.7K - $7.79K
|
57
$9.05K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
54+ 0.33% |
$6.35K - $7.38K
|
16.2K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
52+ 1.3% |
$6.11K - $7.1K
|
4.05K
$643K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
51+ 2.77% |
$5.99K - $6.97K
|
1.9K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
50New |
$5.88K - $6.83K
|
50
$7.94K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
48+ 0.71% |
$5.64K - $6.56K
|
6.86K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
46+ 0.64% |
$5.41K - $6.28K
|
7.29K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
38New |
$4.47K - $5.19K
|
38
$6.03K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
38+ 0.28% |
$4.47K - $5.19K
|
13.4K
$2.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37New |
$4.35K - $5.05K
|
37
$5.87K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
37+ 1.76% |
$4.35K - $5.05K
|
2.14K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
36+ 2.19% |
$4.23K - $4.92K
|
1.68K
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
33New |
$3.88K - $4.51K
|
33
$5.24K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
32+ 0.27% |
$3.76K - $4.37K
|
12K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31+ 0.35% |
$3.64K - $4.23K
|
8.94K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
27+ 0.18% |
$3.17K - $3.69K
|
15.3K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
26+ 1.3% |
$3.06K - $3.55K
|
2.03K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26+ 0.2% |
$3.06K - $3.55K
|
12.7K
$2.02M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 1.11% |
$2.94K - $3.41K
|
2.28K
$361K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.73% |
$2.82K - $3.28K
|
3.29K
$523K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
23New |
$2.7K - $3.14K
|
23
$3.65K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
22+ 0.52% |
$2.59K - $3K
|
4.22K
$670K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
21New |
$2.47K - $2.87K
|
21
$3.33K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
21+ 1.07% |
$2.47K - $2.87K
|
1.99K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
20+ 0.05% |
$2.35K - $2.73K
|
37K
$5.87M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
20+ 0.05% |
$2.35K - $2.73K
|
37.2K
$5.91M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$2.23K - $2.6K
|
19
$3.02K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
17New |
$2K - $2.32K
|
17
$2.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$1.88K - $2.19K
|
16
$2.54K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16New |
$1.88K - $2.19K
|
16
$2.54K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.02% |
$1.76K - $2.05K
|
84.8K
$13.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13+ 0.27% |
$1.53K - $1.78K
|
4.91K
$779K
|