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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.13KNew |
$632K - $779K
|
7.13K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.12K+ 91.19% |
$631K - $779K
|
14.9K
$2.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.08K+ 4.45% |
$628K - $774K
|
166K
$26.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.03K+ 19.76% |
$623K - $769K
|
42.6K
$6.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.02K+ 80.92% |
$623K - $768K
|
15.7K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.85K+ 43.74% |
$607K - $749K
|
22.5K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.8K+ 6.74% |
$603K - $744K
|
108K
$17M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.76K+ 52.81% |
$599K - $739K
|
19.5K
$3.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.67KNew |
$592K - $730K
|
6.67K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.35KNew |
$563K - $694K
|
6.35K
$1M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.33K+ 87.67% |
$561K - $692K
|
13.5K
$2.14M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6KNew |
$532K - $656K
|
6K
$946K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6KNew |
$532K - $656K
|
6K
$946K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.78K+ 77.46% |
$512K - $632K
|
13.2K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.76K+ 7.24% |
$510K - $630K
|
85.3K
$13.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
5.75K+ 19.22% |
$510K - $629K
|
35.7K
$5.62M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.65K+ 6.51% |
$501K - $618K
|
92.4K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.6K+ 164.71% |
$497K - $612K
|
9K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.44K+ 130.39% |
$482K - $595K
|
9.61K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.15K+ 15.95% |
$457K - $564K
|
37.5K
$5.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.99K+ 6.51% |
$443K - $546K
|
81.7K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.73K+ 0.18% |
$420K - $518K
|
2.59M
$409M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.7K+ 80.48% |
$417K - $514K
|
10.5K
$1.66M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.69K+ 25.42% |
$416K - $513K
|
23.1K
$3.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.64K+ 3.0% |
$411K - $507K
|
159K
$25.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
4.57K+ 48.93% |
$405K - $500K
|
13.9K
$2.19M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.45K+ 77.74% |
$395K - $487K
|
10.2K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.43K+ 35.43% |
$393K - $485K
|
16.9K
$2.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.43K+ 16.36% |
$393K - $484K
|
31.5K
$4.97M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$391K - $483K
|
4.41K
$696K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.41KNew |
$391K - $482K
|
4.41K
$695K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 37.63% |
$385K - $475K
|
15.9K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.18KNew |
$371K - $457K
|
4.18K
$659K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.1K+ 55.13% |
$363K - $448K
|
11.5K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
4.03KNew |
$357K - $440K
|
4.03K
$635K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.95K+ 26.7% |
$350K - $431K
|
18.7K
$2.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.89K+ 31.82% |
$345K - $426K
|
16.1K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.88KNew |
$344K - $424K
|
3.88K
$612K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.8K+ 539.91% |
$337K - $416K
|
4.51K
$710K
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.71K+ 0.71% |
$329K - $406K
|
524K
$82.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.7K+ 20.27% |
$328K - $405K
|
22K
$3.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.64KNew |
$323K - $399K
|
3.64K
$574K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.6K+ 64.91% |
$320K - $394K
|
9.15K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.52K+ 26.09% |
$312K - $385K
|
17K
$2.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.45K+ 85.41% |
$306K - $377K
|
7.49K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.39K+ 5.14% |
$300K - $370K
|
69.2K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.19KNew |
$283K - $349K
|
3.19K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.15KNew |
$279K - $344K
|
3.15K
$496K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.13K+ 48.6% |
$278K - $343K
|
9.58K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.01K+ 15.86% |
$267K - $329K
|
22K
$3.46M
|