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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-192- 5.53% |
$24K - $29.5K
|
3.28K
$544K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-197- 3.79% |
$24.6K - $30.2K
|
5K
$829K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-200- 6.2% |
$25K - $30.7K
|
3.03K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-200- 2.58% |
$25K - $30.7K
|
7.57K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-200- 1.24% |
$25K - $30.7K
|
15.9K
$2.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-206- 1.45% |
$25.7K - $31.6K
|
14K
$2.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-209- 2.62% |
$26.1K - $32.1K
|
7.76K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-212- 1.8% |
$26.4K - $32.5K
|
11.6K
$1.92M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-221- 11.7% |
$27.6K - $33.9K
|
1.67K
$277K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-222- 8.17% |
$27.7K - $34.1K
|
2.49K
$414K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-227- 0.63% |
$28.3K - $34.8K
|
36.1K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-234- 0.81% |
$29.2K - $35.9K
|
28.8K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-246- 1.27% |
$30.7K - $37.8K
|
19.2K
$3.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-250- 3.78% |
$31.2K - $38.4K
|
6.37K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-255- 9.93% |
$31.8K - $39.1K
|
2.31K
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-259- 7.22% |
$32.3K - $39.7K
|
3.33K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-260- 5.13% |
$32.4K - $39.9K
|
4.8K
$797K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-264- 0.82% |
$32.9K - $40.5K
|
31.7K
$5.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-266- 6.4% |
$33.2K - $40.8K
|
3.89K
$645K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-278- 3.47% |
$34.7K - $42.7K
|
7.74K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-281- 1.04% |
$35.1K - $43.1K
|
26.7K
$4.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-284- 1.3% |
$35.4K - $43.6K
|
21.6K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-290- 30.05% |
$36.2K - $44.5K
|
675
$112K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-293- 2.7% |
$36.6K - $45K
|
10.5K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-298- 2.4% |
$37.2K - $45.7K
|
12.1K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-299- 4.71% |
$37.3K - $45.9K
|
6.05K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-299- 15.45% |
$37.3K - $45.9K
|
1.64K
$271K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-300- 7.14% |
$37.4K - $46K
|
3.9K
$648K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-303- 0.67% |
$37.8K - $46.5K
|
45.2K
$7.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-304- 2.8% |
$37.9K - $46.7K
|
10.5K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-320- 1.15% |
$39.9K - $49.1K
|
27.6K
$4.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-327- 0.91% |
$40.8K - $50.2K
|
35.8K
$5.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-332- 1.44% |
$41.4K - $50.9K
|
22.7K
$3.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-333- 6.42% |
$41.5K - $51.1K
|
4.86K
$805K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-344- 0.7% |
$42.9K - $52.8K
|
49K
$8.13M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-350- 14.89% |
$43.7K - $53.7K
|
2K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-355- 0.67% |
$44.3K - $54.5K
|
52.5K
$8.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-363- 8.43% |
$45.3K - $55.7K
|
3.94K
$654K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-371- 18.64% |
$46.3K - $56.9K
|
1.62K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-383- 3.7% |
$47.8K - $58.8K
|
9.97K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-396- 20.08% |
$49.4K - $60.8K
|
1.58K
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-399- 2.18% |
$49.8K - $61.2K
|
17.9K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-400- 24.81% |
$49.9K - $61.4K
|
1.21K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-411- 10.14% |
$51.3K - $63.1K
|
3.64K
$604K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-415- 5.7% |
$51.8K - $63.7K
|
6.87K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-427- 5.21% |
$53.3K - $65.5K
|
7.78K
$1.29M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-435- 2.31% |
$54.3K - $66.8K
|
18.4K
$3.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-445- 3.6% |
$55.5K - $68.3K
|
11.9K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-447- 3.99% |
$55.8K - $68.6K
|
10.8K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-447- 2.94% |
$55.8K - $68.6K
|
14.8K
$2.45M
|