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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-497- 3.03% |
$62K - $76.3K
|
15.9K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 12.63% |
$62.4K - $76.7K
|
3.46K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-507- 4.43% |
$63.2K - $77.8K
|
10.9K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-512- 2.21% |
$63.9K - $78.6K
|
22.6K
$3.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-541- 5.31% |
$67.5K - $83K
|
9.65K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-543- 3.89% |
$67.7K - $83.3K
|
13.4K
$2.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-544- 10.1% |
$67.9K - $83.5K
|
4.84K
$769K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-550- 1.61% |
$68.6K - $84.4K
|
33.5K
$5.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-554- 2.42% |
$69.1K - $85K
|
22.3K
$3.54M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-556- 2.62% |
$69.4K - $85.3K
|
20.7K
$3.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-566- 1.53% |
$70.6K - $86.9K
|
36.4K
$5.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-575- 1.43% |
$71.7K - $88.2K
|
39.8K
$6.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-630- 5.75% |
$78.6K - $96.7K
|
10.3K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-640- 2.88% |
$79.8K - $98.2K
|
21.6K
$3.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-645- 9.79% |
$80.5K - $99K
|
5.94K
$944K
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-730- 1.82% |
$91.1K - $112K
|
39.4K
$6.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-755- 11.01% |
$94.2K - $116K
|
6.1K
$968K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-762- 15.43% |
$95.1K - $117K
|
4.18K
$663K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-766- 5.2% |
$95.6K - $118K
|
14K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-775- 0.43% |
$96.7K - $119K
|
180K
$28.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-805- 2.99% |
$100K - $124K
|
26.1K
$4.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-814- 7.49% |
$102K - $125K
|
10.1K
$1.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-830- 18.92% |
$104K - $127K
|
3.56K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-841- 3.45% |
$105K - $129K
|
23.5K
$3.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-854- 14.1% |
$107K - $131K
|
5.2K
$826K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-896- 0.76% |
$112K - $138K
|
117K
$18.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-971- 0.79% |
$121K - $149K
|
121K
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-979- 3.01% |
$122K - $150K
|
31.5K
$5M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1K- 33.97% |
$125K - $154K
|
1.95K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 1.22% |
$129K - $159K
|
83.7K
$13.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.04K- 1.62% |
$130K - $160K
|
63.4K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.05K- 9.5% |
$131K - $161K
|
10K
$1.59M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.08K- 4.41% |
$135K - $166K
|
23.5K
$3.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.14K- 3.63% |
$142K - $175K
|
30.2K
$4.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 4.47% |
$144K - $177K
|
24.7K
$3.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.16K- 2.43% |
$145K - $178K
|
46.7K
$7.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-1.19K- 3.99% |
$148K - $183K
|
28.7K
$4.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.19K- 2.85% |
$149K - $183K
|
40.7K
$6.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.2K- 37.12% |
$149K - $184K
|
2.03K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.22K- 2.11% |
$152K - $187K
|
56.6K
$8.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.24K- 0.99% |
$155K - $190K
|
124K
$19.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.24K- 74.12% |
$155K - $191K
|
434
$68.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 32.83% |
$158K - $194K
|
2.59K
$411K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.27K- 1.64% |
$159K - $195K
|
76.1K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27K- 2.92% |
$159K - $195K
|
42.3K
$6.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.28K- 0.19% |
$160K - $197K
|
681K
$108M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.29K- 4.02% |
$160K - $197K
|
30.7K
$4.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.31K- 1.73% |
$163K - $200K
|
74K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.31K- 91.28% |
$163K - $201K
|
125
$19.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.35K- 10.6% |
$168K - $207K
|
11.4K
$1.8M
|