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 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.67KNew |
$832K - $1.02M
|
6.67K
$1.05M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
6.58K+ 4.29% |
$821K - $1.01M
|
160K
$25.2M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6.15K+ 29.55% |
$767K - $943K
|
26.9K
$4.25M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.1K+ 17.42% |
$761K - $936K
|
41.1K
$6.48M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.84K+ 42.44% |
$728K - $896K
|
19.6K
$3.09M
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.66KNew |
$706K - $869K
|
5.66K
$893K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$702K - $863K
|
5.63K
$887K
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
5.56K+ 152.68% |
$694K - $854K
|
9.21K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.51KNew |
$687K - $845K
|
5.51K
$868K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.41K+ 8.43% |
$674K - $830K
|
69.5K
$11M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.38K+ 12.29% |
$671K - $825K
|
49.2K
$7.75M
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.25K+ 221.27% |
$655K - $806K
|
7.63K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.24K+ 271.07% |
$653K - $804K
|
7.17K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
5.18KNew |
$646K - $794K
|
5.18K
$816K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.08K+ 72.74% |
$634K - $780K
|
12.1K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 12.05% |
$633K - $779K
|
47.2K
$7.44M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.04K+ 6.6% |
$629K - $774K
|
81.4K
$12.8M
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.96K+ 94.17% |
$618K - $761K
|
10.2K
$1.61M
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.86K+ 18.97% |
$607K - $746K
|
30.5K
$4.81M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.8K+ 2.68% |
$599K - $737K
|
184K
$29M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.79K+ 25.89% |
$598K - $736K
|
23.3K
$3.68M
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
4.71KNew |
$587K - $722K
|
4.71K
$742K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 3.7% |
$586K - $721K
|
132K
$20.7M
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.7K+ 46.05% |
$586K - $721K
|
14.9K
$2.35M
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.63KNew |
$577K - $710K
|
4.63K
$729K
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.6KNew |
$573K - $705K
|
4.6K
$725K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.55K+ 36.97% |
$567K - $698K
|
16.8K
$2.66M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.54KNew |
$566K - $696K
|
4.54K
$715K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.5KNew |
$561K - $691K
|
4.5K
$709K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.45KNew |
$555K - $682K
|
4.45K
$701K
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.42KNew |
$551K - $678K
|
4.42K
$696K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41KNew |
$550K - $677K
|
4.41K
$695K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.36K+ 45.9% |
$543K - $668K
|
13.8K
$2.18M
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.22K+ 20.44% |
$527K - $648K
|
24.9K
$3.92M
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.21K+ 69.41% |
$525K - $646K
|
10.3K
$1.62M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.15K+ 54.52% |
$517K - $636K
|
11.8K
$1.85M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.93K+ 11.87% |
$491K - $604K
|
37.1K
$5.85M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.92K+ 4.73% |
$489K - $601K
|
86.8K
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.83K+ 5.19% |
$477K - $587K
|
77.6K
$12.2M
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.77K+ 5.31% |
$470K - $578K
|
74.7K
$11.8M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.74K+ 5.05% |
$467K - $574K
|
77.8K
$12.3M
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.7KNew |
$461K - $567K
|
3.7K
$583K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.67K+ 1188.67% |
$458K - $564K
|
3.98K
$628K
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
3.66K+ 7.81% |
$457K - $562K
|
50.6K
$7.97M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.64K+ 10.88% |
$454K - $559K
|
37.1K
$5.85M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.62KNew |
$452K - $556K
|
3.62K
$571K
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.6KNew |
$448K - $552K
|
3.6K
$567K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.54KNew |
$441K - $543K
|
3.54K
$558K
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.49K+ 34.22% |
$436K - $536K
|
13.7K
$2.16M
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.45K+ 17.94% |
$430K - $529K
|
22.7K
$3.58M
|