Purchases and Sales Made in Q3 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
44+ 0.73% |
$5.86K - $6.98K
|
6.07K
$974K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
41+ 10.57% |
$5.46K - $6.51K
|
429
$68.8K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.58% |
$5.33K - $6.35K
|
6.98K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
40+ 0.19% |
$5.33K - $6.35K
|
21.6K
$3.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
38New |
$5.06K - $6.03K
|
38
$6.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
33New |
$4.39K - $5.24K
|
33
$5.29K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 2.51% |
$4.13K - $4.92K
|
1.27K
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.2% |
$3.2K - $3.81K
|
11.9K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
22+ 0.91% |
$2.93K - $3.49K
|
2.44K
$392K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21+ 0.81% |
$2.8K - $3.33K
|
2.62K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19New |
$2.53K - $3.02K
|
19
$3.05K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
18+ 0.5% |
$2.4K - $2.86K
|
3.59K
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$2.4K - $2.86K
|
18
$2.89K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
17+ 0.07% |
$2.26K - $2.7K
|
24.4K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
15+ 0.04% |
$2K - $2.38K
|
37K
$5.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
15+ 0.44% |
$2K - $2.38K
|
3.41K
$547K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
15+ 0.34% |
$2K - $2.38K
|
4.42K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14+ 0.45% |
$1.86K - $2.22K
|
3.13K
$503K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
14+ 0.15% |
$1.86K - $2.22K
|
9.36K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.41% |
$1.73K - $2.06K
|
3.21K
$515K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13+ 0.37% |
$1.73K - $2.06K
|
3.55K
$569K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12+ 0.07% |
$1.6K - $1.9K
|
16.6K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.36% |
$1.2K - $1.43K
|
2.48K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.07% |
$1.2K - $1.43K
|
13.1K
$2.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
9New |
$1.2K - $1.43K
|
9
$1.44K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$932 - $1.11K
|
4K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.11% |
$932 - $1.11K
|
6.15K
$986K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$932 - $1.11K
|
10.3K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7+ 0.06% |
$932 - $1.11K
|
12.6K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7New |
$932 - $1.11K
|
7
$1.12K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 0.27% |
$799 - $952
|
2.23K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6New |
$799 - $952
|
6
$962
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.26% |
$799 - $952
|
2.36K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5+ 0.02% |
$666 - $794
|
28K
$4.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.06% |
$533 - $635
|
6.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$533 - $635
|
4
$642
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
3+ 0.1% |
$399 - $476
|
2.98K
$478K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.08% |
$266 - $317
|
2.41K
$387K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$266 - $317
|
4.8K
$770K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.07% |
$266 - $317
|
2.94K
$472K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.09% |
$266 - $317
|
2.29K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$266 - $317
|
3.43K
$549K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.06% |
$133 - $159
|
1.7K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$133 - $159
|
7.19K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$133 - $159
|
646
$104K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.02% |
$133 - $159
|
6.11K
$981K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.17% |
$133 - $159
|
604
$96.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$133 - $159
|
2.88K
$462K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$133 - $159
|
2.86K
$458K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$133 - $159
|
3.62K
$581K
|