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
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3KNew |
$266K - $328K
|
3K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.96KNew |
$263K - $324K
|
2.96K
$472K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.88K+ 33.38% |
$255K - $315K
|
11.5K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 34.94% |
$255K - $315K
|
11.1K
$1.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.87KNew |
$254K - $314K
|
2.87K
$457K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.84K+ 2.97% |
$252K - $311K
|
98.3K
$15.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.83KNew |
$251K - $309K
|
2.83K
$451K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.82KNew |
$250K - $309K
|
2.82K
$449K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.71K+ 39.36% |
$241K - $297K
|
9.6K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
2.62KNew |
$233K - $287K
|
2.62K
$418K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.61K+ 1.52% |
$231K - $285K
|
174K
$27.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$231K - $284K
|
2.6K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.54KNew |
$226K - $278K
|
2.54K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.5K+ 30.42% |
$221K - $273K
|
10.7K
$1.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.44KNew |
$216K - $267K
|
2.44K
$389K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.42K+ 13.12% |
$214K - $264K
|
20.8K
$3.32M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.41KNew |
$214K - $263K
|
2.41K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 17.15% |
$206K - $254K
|
15.9K
$2.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.31KNew |
$205K - $252K
|
2.31K
$368K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.29KNew |
$203K - $251K
|
2.29K
$365K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
2.26KNew |
$201K - $248K
|
2.26K
$361K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.26K+ 8.25% |
$201K - $248K
|
29.7K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.25KNew |
$200K - $246K
|
2.25K
$358K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.24KNew |
$198K - $245K
|
2.24K
$356K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
2.22KNew |
$197K - $243K
|
2.22K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.18K+ 6.38% |
$193K - $238K
|
36.3K
$5.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.13KNew |
$189K - $233K
|
2.13K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.1KNew |
$186K - $229K
|
2.1K
$334K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.09KNew |
$186K - $229K
|
2.09K
$333K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
2.09K+ 3.22% |
$185K - $229K
|
67K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.08KNew |
$184K - $227K
|
2.08K
$331K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$184K - $227K
|
2.08K
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.08K+ 89.26% |
$184K - $227K
|
4.41K
$702K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.08K+ 2.3% |
$184K - $227K
|
92.2K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.07KNew |
$184K - $227K
|
2.07K
$330K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
2.04K+ 2.11% |
$181K - $223K
|
98.8K
$15.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.02K+ 42.64% |
$179K - $221K
|
6.75K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.01KNew |
$178K - $220K
|
2.01K
$320K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$319K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$319K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$177K - $219K
|
2K
$319K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.98KNew |
$175K - $216K
|
1.98K
$315K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.97KNew |
$175K - $216K
|
1.97K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.96KNew |
$174K - $215K
|
1.96K
$313K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
1.96KNew |
$173K - $214K
|
1.96K
$311K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.96KNew |
$173K - $214K
|
1.96K
$311K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
1.95KNew |
$173K - $214K
|
1.95K
$311K
|