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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
381New |
$33.8K - $41.7K
|
381
$60.1K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
376+ 11.98% |
$33.3K - $41.1K
|
3.52K
$554K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
367New |
$32.5K - $40.1K
|
367
$57.9K
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
362+ 1.39% |
$32.1K - $39.6K
|
26.5K
$4.17M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
357+ 4.07% |
$31.7K - $39K
|
9.13K
$1.44M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
348+ 10.97% |
$30.9K - $38.1K
|
3.52K
$555K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
330+ 10.19% |
$29.3K - $36.1K
|
3.57K
$563K
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
315+ 105.0% |
$27.9K - $34.5K
|
615
$97K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
314+ 2.21% |
$27.8K - $34.3K
|
14.5K
$2.29M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
310+ 7.98% |
$27.5K - $33.9K
|
4.19K
$661K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
310+ 3.89% |
$27.5K - $33.9K
|
8.27K
$1.3M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
307+ 3.23% |
$27.2K - $33.6K
|
9.8K
$1.55M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
290+ 14.77% |
$25.7K - $31.7K
|
2.25K
$355K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
264+ 2.57% |
$23.4K - $28.9K
|
10.5K
$1.66M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
257+ 1.85% |
$22.8K - $28.1K
|
14.1K
$2.23M
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
252+ 1.71% |
$22.3K - $27.6K
|
15K
$2.37M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
252+ 34.38% |
$22.3K - $27.6K
|
985
$155K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
235+ 286.59% |
$20.8K - $25.7K
|
317
$50K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
229+ 14.45% |
$20.3K - $25K
|
1.81K
$286K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
228+ 5.56% |
$20.2K - $24.9K
|
4.33K
$682K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
222+ 0.85% |
$19.7K - $24.3K
|
26.2K
$4.13M
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
210+ 4.51% |
$18.6K - $23K
|
4.86K
$767K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200New |
$17.7K - $21.9K
|
200
$31.5K
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
198+ 4.05% |
$17.6K - $21.7K
|
5.09K
$802K
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
190+ 2.22% |
$16.8K - $20.8K
|
8.74K
$1.38M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
189+ 10.76% |
$16.8K - $20.7K
|
1.95K
$307K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183New |
$16.2K - $20K
|
183
$28.8K
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 7.48% |
$16K - $19.7K
|
2.59K
$408K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
156+ 8.02% |
$13.8K - $17.1K
|
2.1K
$331K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
153+ 17.92% |
$13.6K - $16.7K
|
1.01K
$159K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
147New |
$13K - $16.1K
|
147
$23.2K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
135+ 0.45% |
$12K - $14.8K
|
30.4K
$4.79M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
133+ 1.51% |
$11.8K - $14.5K
|
8.96K
$1.41M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
132+ 2.06% |
$11.7K - $14.4K
|
6.53K
$1.03M
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
131+ 5.48% |
$11.6K - $14.3K
|
2.52K
$398K
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
124+ 1.1% |
$11K - $13.6K
|
11.4K
$1.79M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
121+ 12.79% |
$10.7K - $13.2K
|
1.07K
$168K
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
118+ 3.07% |
$10.5K - $12.9K
|
3.96K
$625K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
115New |
$10.2K - $12.6K
|
115
$18.1K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$8.87K - $10.9K
|
100
$15.8K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
97+ 1.48% |
$8.6K - $10.6K
|
6.67K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
95+ 1.46% |
$8.42K - $10.4K
|
6.62K
$1.04M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
94+ 1.93% |
$8.34K - $10.3K
|
4.98K
$784K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
89+ 80.91% |
$7.89K - $9.73K
|
199
$31.4K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.99% |
$7.18K - $8.86K
|
8.23K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
81+ 0.81% |
$7.18K - $8.86K
|
10.1K
$1.6M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
67+ 1.07% |
$5.94K - $7.33K
|
6.3K
$994K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
66+ 1.79% |
$5.85K - $7.22K
|
3.75K
$591K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
66New |
$5.85K - $7.22K
|
66
$10.4K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
66New |
$5.85K - $7.22K
|
66
$10.4K
|