Purchases and Sales Made in Q2 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4- 0.05% |
$499 - $614
|
7.87K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4- 1.43% |
$499 - $614
|
276
$43.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-5- 0.04% |
$624 - $767
|
13.9K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Westwood Wealth Management
|
SELL
|
- |
-5- 0.04% |
$624 - $767
|
12.1K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10- 0.07% |
$1.25K - $1.53K
|
13.8K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.7% |
$1.75K - $2.15K
|
1.97K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-15- 0.25% |
$1.87K - $2.3K
|
6.1K
$968K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.67% |
$1.87K - $2.3K
|
2.21K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16- 0.38% |
$2K - $2.46K
|
4.21K
$668K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16- 0.38% |
$2K - $2.46K
|
4.21K
$668K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16- 0.36% |
$2K - $2.46K
|
4.4K
$698K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 27.42% |
$2.12K - $2.61K
|
45
$7.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-18- 1.1% |
$2.25K - $2.76K
|
1.61K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-19- 0.89% |
$2.37K - $2.92K
|
2.12K
$337K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-20- 0.34% |
$2.5K - $3.07K
|
5.92K
$939K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-20- 0.82% |
$2.5K - $3.07K
|
2.42K
$384K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.21% |
$2.62K - $3.22K
|
9.86K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21- 0.55% |
$2.62K - $3.22K
|
3.82K
$606K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-22- 0.36% |
$2.74K - $3.38K
|
6.11K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-23- 0.37% |
$2.87K - $3.53K
|
6.19K
$983K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-24- 0.24% |
$2.99K - $3.68K
|
10K
$1.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-25- 1.11% |
$3.12K - $3.84K
|
2.22K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-26- 1.0% |
$3.24K - $3.99K
|
2.58K
$409K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-28- 0.07% |
$3.49K - $4.3K
|
37.5K
$5.95M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-29- 0.76% |
$3.62K - $4.45K
|
3.78K
$599K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-30- 1.0% |
$3.74K - $4.6K
|
2.98K
$472K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-31- 1.53% |
$3.87K - $4.76K
|
2K
$318K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-32- 4.37% |
$3.99K - $4.91K
|
700
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-35- 0.12% |
$4.37K - $5.37K
|
28.1K
$4.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-35- 0.13% |
$4.37K - $5.37K
|
28K
$4.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-36- 2.14% |
$4.49K - $5.52K
|
1.64K
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-38- 2.98% |
$4.74K - $5.83K
|
1.24K
$196K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-38- 0.7% |
$4.74K - $5.83K
|
5.4K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 5.93% |
$4.99K - $6.14K
|
634
$101K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.52% |
$5.11K - $6.29K
|
7.82K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-41- 0.46% |
$5.11K - $6.29K
|
8.79K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-43- 0.1% |
$5.36K - $6.6K
|
41.7K
$6.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-44- 0.9% |
$5.49K - $6.75K
|
4.83K
$767K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-45- 0.13% |
$5.61K - $6.91K
|
35.5K
$5.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 2.11% |
$6.24K - $7.67K
|
2.33K
$369K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-51- 0.43% |
$6.36K - $7.83K
|
11.9K
$1.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-51- 0.33% |
$6.36K - $7.83K
|
15.3K
$2.42M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-55- 2.5% |
$6.86K - $8.44K
|
2.14K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.18% |
$7.98K - $9.82K
|
5.35K
$849K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-65- 0.63% |
$8.11K - $9.97K
|
10.3K
$1.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-68- 1.67% |
$8.48K - $10.4K
|
4.01K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-69- 14.26% |
$8.61K - $10.6K
|
415
$65.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-69- 3.69% |
$8.61K - $10.6K
|
1.8K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-70- 2.02% |
$8.73K - $10.7K
|
3.4K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-71- 0.69% |
$8.86K - $10.9K
|
10.2K
$1.62M
|