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 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
753+ 13.59% |
$93.9K - $116K
|
6.29K
$992K
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
751+ 7.03% |
$93.7K - $115K
|
11.4K
$1.8M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
750+ 4.0% |
$93.6K - $115K
|
19.5K
$3.07M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
747+ 9.02% |
$93.2K - $115K
|
9.03K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
736+ 3.15% |
$91.8K - $113K
|
24.1K
$3.8M
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
727+ 5.16% |
$90.7K - $112K
|
14.8K
$2.34M
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
716+ 4.41% |
$89.3K - $110K
|
16.9K
$2.67M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
702New |
$87.6K - $108K
|
702
$111K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
690+ 31.72% |
$86.1K - $106K
|
2.87K
$452K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
688New |
$85.8K - $106K
|
688
$108K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
685+ 4.59% |
$85.5K - $105K
|
15.6K
$2.46M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
675+ 255.68% |
$84.2K - $104K
|
939
$148K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
658New |
$82.1K - $101K
|
658
$104K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
645New |
$80.5K - $99K
|
645
$102K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
604+ 6.76% |
$75.3K - $92.7K
|
9.54K
$1.5M
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
588+ 1.19% |
$73.4K - $90.2K
|
50K
$7.88M
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
581+ 4.14% |
$72.5K - $89.2K
|
14.6K
$2.3M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
570+ 3.16% |
$71.1K - $87.5K
|
18.6K
$2.93M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
549+ 45.07% |
$68.5K - $84.2K
|
1.77K
$279K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
546+ 1.03% |
$68.1K - $83.8K
|
53.5K
$8.43M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
539+ 4.72% |
$67.2K - $82.7K
|
12K
$1.89M
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
537+ 7.16% |
$67K - $82.4K
|
8.04K
$1.27M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
536+ 0.92% |
$66.9K - $82.3K
|
58.5K
$9.22M
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
511+ 20.09% |
$63.7K - $78.4K
|
3.06K
$482K
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
489+ 1.77% |
$61K - $75K
|
28.2K
$4.44M
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
485+ 1.05% |
$60.5K - $74.4K
|
46.7K
$7.37M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
480+ 2.14% |
$59.9K - $73.7K
|
23K
$3.62M
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
469+ 12.24% |
$58.5K - $72K
|
4.3K
$678K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
468+ 3.07% |
$58.4K - $71.8K
|
15.7K
$2.48M
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
465+ 15.01% |
$58K - $71.4K
|
3.56K
$562K
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
462+ 0.33% |
$57.6K - $70.9K
|
141K
$22.3M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
450+ 6.72% |
$56.1K - $69.1K
|
7.14K
$1.13M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
450+ 15.33% |
$56.1K - $69.1K
|
3.39K
$534K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
422+ 2.38% |
$52.6K - $64.8K
|
18.1K
$2.86M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
409+ 37.94% |
$51K - $62.8K
|
1.49K
$234K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 9.64% |
$49.9K - $61.4K
|
4.55K
$717K
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
396+ 5.57% |
$49.4K - $60.8K
|
7.51K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
396+ 7.61% |
$49.4K - $60.8K
|
5.6K
$883K
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
391+ 10.99% |
$48.8K - $60K
|
3.95K
$623K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
382+ 6.05% |
$47.7K - $58.6K
|
6.7K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
372+ 34.48% |
$46.4K - $57.1K
|
1.45K
$229K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
370+ 0.86% |
$46.2K - $56.8K
|
43.2K
$6.82M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
369+ 5.41% |
$46K - $56.6K
|
7.2K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
369New |
$46K - $56.6K
|
369
$58.2K
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
369+ 12.72% |
$46K - $56.6K
|
3.27K
$515K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
361New |
$45K - $55.4K
|
361
$56.9K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
356+ 1.17% |
$44.4K - $54.6K
|
30.8K
$4.85M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
354+ 22.01% |
$44.2K - $54.3K
|
1.96K
$309K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
353+ 0.45% |
$44K - $54.2K
|
79.5K
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
351+ 4.2% |
$43.8K - $53.9K
|
8.7K
$1.37M
|