Purchases and Sales Made in Q4 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.93M+ 38.56% |
$297M - $361M
|
10.5M
$1.66B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.23M+ 78.56% |
$124M - $151M
|
2.79M
$439M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.14M+ 13488.15% |
$115M - $140M
|
1.15M
$181M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
922K+ 72.89% |
$93.4M - $114M
|
2.19M
$345M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
729K+ 27.18% |
$73.8M - $89.9M
|
3.41M
$538M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
661KNew |
$66.9M - $81.5M
|
661K
$104M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
531K+ 9.33% |
$53.8M - $65.5M
|
6.23M
$981M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
421K+ 7.25% |
$42.6M - $51.9M
|
6.23M
$981M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
393K+ 45.46% |
$39.8M - $48.5M
|
1.26M
$198M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
363K+ 33.23% |
$36.8M - $44.8M
|
1.46M
$230M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
360K+ 50.09% |
$36.5M - $44.4M
|
1.08M
$170M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
316KNew |
$32M - $39M
|
316K
$49.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
301K+ 29.94% |
$30.5M - $37.1M
|
1.3M
$206M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
301K+ 213.88% |
$30.4M - $37.1M
|
441K
$69.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
283K+ 184.96% |
$28.7M - $34.9M
|
436K
$68.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
281K+ 41.33% |
$28.4M - $34.6M
|
959K
$151M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
207K+ 34.96% |
$21M - $25.5M
|
800K
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
196K+ 32.23% |
$19.8M - $24.1M
|
802K
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
196K+ 247.23% |
$19.8M - $24.1M
|
275K
$43.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
165K+ 62.8% |
$16.7M - $20.4M
|
428K
$67.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
160K+ 8.13% |
$16.2M - $19.7M
|
2.13M
$336M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
140KNew |
$14.2M - $17.3M
|
140K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
122K+ 111.34% |
$12.4M - $15.1M
|
232K
$36.6M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
116K+ 35.8% |
$11.8M - $14.3M
|
441K
$69.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
113KNew |
$11.5M - $14M
|
113K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
112KNew |
$11.3M - $13.8M
|
112K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
108KNew |
$10.9M - $13.3M
|
108K
$16.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 14.34% |
$10.5M - $12.8M
|
827K
$130M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
88.1K+ 87.18% |
$8.93M - $10.9M
|
189K
$29.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
86K+ 46.72% |
$8.72M - $10.6M
|
270K
$42.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
84.8KNew |
$8.59M - $10.5M
|
84.8K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80.4K+ 199.99% |
$8.15M - $9.92M
|
121K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
79.3K+ 49.72% |
$8.03M - $9.78M
|
239K
$37.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
79.1KNew |
$8.01M - $9.75M
|
79.1K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.2K+ 36.2% |
$7.82M - $9.52M
|
290K
$45.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.3K+ 20.56% |
$7.32M - $8.91M
|
424K
$66.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69.6K+ 64.05% |
$7.05M - $8.59M
|
178K
$28.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
68.4KNew |
$6.93M - $8.44M
|
68.4K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.2K+ 27.08% |
$6.8M - $8.28M
|
315K
$49.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62.4K+ 35.52% |
$6.32M - $7.7M
|
238K
$37.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.8K+ 23.84% |
$6.26M - $7.62M
|
321K
$50.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
59.3K+ 203.82% |
$6M - $7.31M
|
88.3K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
56.9KNew |
$5.77M - $7.02M
|
56.9K
$8.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
55.1KNew |
$5.58M - $6.79M
|
55.1K
$8.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
53.8KNew |
$5.45M - $6.63M
|
53.8K
$8.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
52.6KNew |
$5.32M - $6.48M
|
52.6K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
50.8KNew |
$5.15M - $6.27M
|
50.8K
$8.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.2K+ 160.48% |
$4.78M - $5.82M
|
76.5K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
46.8K+ 325.92% |
$4.74M - $5.77M
|
61.2K
$9.64M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.4KNew |
$4.7M - $5.73M
|
46.4K
$7.32M
|