Purchases and Sales Made in Q2 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 8.54% |
$1.65M - $2.03M
|
236K
$37.2M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.4K+ 7.04% |
$1.63M - $2.01M
|
280K
$44.1M
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
18.1KNew |
$1.61M - $1.98M
|
18.1K
$2.86M
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
18K+ 776.08% |
$1.6M - $1.97M
|
20.3K
$3.2M
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 41.2% |
$1.56M - $1.92M
|
60.1K
$9.48M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
16.8KNew |
$1.49M - $1.84M
|
16.8K
$2.65M
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
14.7K+ 50.1% |
$1.31M - $1.61M
|
44.2K
$6.97M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.5K+ 324.23% |
$1.28M - $1.58M
|
18.9K
$2.99M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.4K+ 18.49% |
$1.28M - $1.57M
|
92.2K
$14.5M
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
14.2K+ 3.96% |
$1.26M - $1.56M
|
374K
$59M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
14.2KNew |
$1.26M - $1.55M
|
14.2K
$2.23M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.7K+ 19.84% |
$1.22M - $1.5M
|
82.9K
$13.1M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 18.61% |
$1.21M - $1.49M
|
86.7K
$13.7M
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
12.9K+ 14.75% |
$1.15M - $1.42M
|
101K
$15.9M
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.5KNew |
$1.11M - $1.36M
|
12.5K
$1.97M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5K+ 10.01% |
$1.1M - $1.36M
|
137K
$21.6M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
12.3K+ 129.22% |
$1.09M - $1.35M
|
21.8K
$3.44M
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.8KNew |
$1.05M - $1.29M
|
11.8K
$1.86M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
11.8K+ 165.01% |
$1.04M - $1.29M
|
18.9K
$2.98M
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
11.7KNew |
$1.04M - $1.28M
|
11.7K
$1.84M
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
11.5K+ 29.05% |
$1.02M - $1.26M
|
51.1K
$8.05M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.4KNew |
$1.01M - $1.25M
|
11.4K
$1.8M
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
11.3KNew |
$1.01M - $1.24M
|
11.3K
$1.79M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.3K+ 34.52% |
$998K - $1.23M
|
43.9K
$6.92M
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
11K+ 12.43% |
$979K - $1.21M
|
99.8K
$15.7M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.7K+ 9.3% |
$950K - $1.17M
|
126K
$19.8M
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.7K+ 16.18% |
$950K - $1.17M
|
76.9K
$12.1M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.6K+ 168.05% |
$944K - $1.16M
|
17K
$2.68M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 6.87% |
$928K - $1.14M
|
163K
$25.7M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.4K+ 219.18% |
$925K - $1.14M
|
15.2K
$2.39M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10.4KNew |
$920K - $1.14M
|
10.4K
$1.64M
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.1K+ 20.89% |
$896K - $1.11M
|
58.5K
$9.22M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10K+ 10.95% |
$890K - $1.1M
|
102K
$16M
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.92K+ 43.16% |
$880K - $1.09M
|
32.9K
$5.19M
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.91K+ 8.02% |
$879K - $1.08M
|
133K
$21M
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
9.82K+ 371.13% |
$871K - $1.07M
|
12.5K
$1.97M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.77K+ 7.64% |
$866K - $1.07M
|
138K
$21.7M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9.65K+ 0.58% |
$856K - $1.06M
|
1.67M
$263M
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.45K+ 7.94% |
$838K - $1.03M
|
128K
$20.2M
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.11K+ 336.82% |
$808K - $996K
|
11.8K
$1.86M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.96K+ 156.44% |
$795K - $980K
|
14.7K
$2.32M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.92K+ 24.44% |
$791K - $975K
|
45.4K
$7.16M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
8.9K+ 4.66% |
$789K - $973K
|
200K
$31.5M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.79K+ 31.46% |
$780K - $962K
|
36.7K
$5.79M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.79K+ 31.46% |
$780K - $962K
|
36.7K
$5.79M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.99K+ 1.12% |
$709K - $874K
|
724K
$114M
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
7.82K+ 9.55% |
$693K - $855K
|
89.7K
$14.1M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.59K+ 69.82% |
$673K - $830K
|
18.4K
$2.91M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.41K+ 17.85% |
$657K - $811K
|
48.9K
$7.72M
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.34K+ 5.85% |
$651K - $803K
|
133K
$20.9M
|