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 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
71+ 0.93% |
$7.19K - $8.76K
|
7.72K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71+ 2.66% |
$7.19K - $8.76K
|
2.75K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
70+ 0.55% |
$7.09K - $8.63K
|
12.7K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
66+ 0.18% |
$6.69K - $8.14K
|
37K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 0.22% |
$6.18K - $7.52K
|
27.4K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
60New |
$6.08K - $7.4K
|
60
$9.46K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
60+ 0.45% |
$6.08K - $7.4K
|
13.4K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
54+ 2.71% |
$5.47K - $6.66K
|
2.04K
$322K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
49+ 1.12% |
$4.96K - $6.04K
|
4.41K
$696K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48New |
$4.86K - $5.92K
|
48
$7.57K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
43+ 0.78% |
$4.36K - $5.3K
|
5.57K
$877K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41New |
$4.15K - $5.06K
|
41
$6.46K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 3.85% |
$4.05K - $4.93K
|
1.08K
$170K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
40+ 2.0% |
$4.05K - $4.93K
|
2.04K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
38+ 0.18% |
$3.85K - $4.69K
|
20.8K
$3.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37+ 0.34% |
$3.75K - $4.56K
|
11K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
37New |
$3.75K - $4.56K
|
37
$5.83K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35+ 1.35% |
$3.55K - $4.32K
|
2.62K
$413K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
34New |
$3.44K - $4.19K
|
34
$5.36K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
33New |
$3.34K - $4.07K
|
33
$5.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 0.23% |
$2.74K - $3.33K
|
11.7K
$1.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
24+ 0.2% |
$2.43K - $2.96K
|
12.3K
$1.93M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$2.43K - $2.96K
|
24
$3.78K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 275.0% |
$2.23K - $2.71K
|
30
$4.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
21+ 0.94% |
$2.13K - $2.59K
|
2.26K
$356K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
20+ 0.3% |
$2.03K - $2.47K
|
6.59K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
19+ 0.44% |
$1.92K - $2.34K
|
4.37K
$689K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
18+ 0.14% |
$1.82K - $2.22K
|
13K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 0.6% |
$1.72K - $2.1K
|
2.85K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
15New |
$1.52K - $1.85K
|
15
$2.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10+ 0.12% |
$1.01K - $1.23K
|
8.05K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10+ 0.33% |
$1.01K - $1.23K
|
3.01K
$475K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
9+ 0.19% |
$912 - $1.11K
|
4.87K
$768K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9New |
$912 - $1.11K
|
9
$1.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8+ 0.03% |
$810 - $986
|
23.3K
$3.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
7+ 0.29% |
$709 - $863
|
2.43K
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.05% |
$709 - $863
|
14.5K
$2.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$709 - $863
|
10.4K
$1.64M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.23% |
$608 - $740
|
2.63K
$414K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.13% |
$608 - $740
|
4.8K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
6+ 0.22% |
$608 - $740
|
2.71K
$428K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$507 - $617
|
5
$788
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.18% |
$507 - $617
|
2.85K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
5New |
$507 - $617
|
5
$788
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.01% |
$507 - $617
|
74.8K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.05% |
$405 - $493
|
7.54K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.16% |
$405 - $493
|
2.45K
$385K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$405 - $493
|
2.89K
$455K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.16% |
$405 - $493
|
2.47K
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3+ 0.15% |
$304 - $370
|
2.01K
$317K
|