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
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
46.1KNew |
$4.67M - $5.68M
|
46.1K
$7.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43.5K+ 1958.93% |
$4.41M - $5.37M
|
45.8K
$7.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
40.5K+ 276.07% |
$4.11M - $5M
|
55.2K
$8.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39.8KNew |
$4.03M - $4.91M
|
39.8K
$6.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
39.5KNew |
$4M - $4.87M
|
39.5K
$6.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
37.1K+ 57.3% |
$3.76M - $4.58M
|
102K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36K+ 20.64% |
$3.65M - $4.44M
|
210K
$33.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
35.8K+ 104.0% |
$3.63M - $4.42M
|
70.2K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
34.7K+ 38.07% |
$3.52M - $4.28M
|
126K
$20.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.7K+ 28.92% |
$3.52M - $4.28M
|
155K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34.7K+ 14.82% |
$3.52M - $4.28M
|
269K
$42.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.4K+ 62.81% |
$3.49M - $4.25M
|
89.3K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.7K+ 37.55% |
$3.42M - $4.16M
|
124K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
31.9K+ 22.09% |
$3.23M - $3.94M
|
176K
$28.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
31.3KNew |
$3.17M - $3.85M
|
31.3K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.2K+ 552.75% |
$3.16M - $3.85M
|
36.8K
$5.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.9K+ 24.83% |
$3.13M - $3.81M
|
155K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
30.7KNew |
$3.11M - $3.78M
|
30.7K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30.6KNew |
$3.1M - $3.78M
|
30.6K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30.4K+ 12.52% |
$3.08M - $3.75M
|
274K
$43.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
29.2KNew |
$2.96M - $3.6M
|
29.2K
$4.65M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29K+ 291.25% |
$2.94M - $3.58M
|
39K
$6.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
29K+ 198.05% |
$2.94M - $3.58M
|
43.7K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
28.8K+ 39.26% |
$2.92M - $3.55M
|
102K
$16.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28.4K+ 117.21% |
$2.87M - $3.5M
|
52.6K
$8.37M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
27.6K+ 33.26% |
$2.8M - $3.41M
|
111K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27.5K+ 51.04% |
$2.79M - $3.39M
|
81.4K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
26.3K+ 65.49% |
$2.67M - $3.24M
|
66.5K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
25.7K+ 24.63% |
$2.6M - $3.17M
|
130K
$20.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
25.5K+ 46.18% |
$2.58M - $3.14M
|
80.6K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24.7K+ 35.28% |
$2.5M - $3.05M
|
94.8K
$15.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24.7KNew |
$2.5M - $3.04M
|
24.7K
$3.93M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
23.4KNew |
$2.37M - $2.88M
|
23.4K
$3.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.3K+ 15.3% |
$2.36M - $2.87M
|
176K
$28M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
23.2K+ 47.51% |
$2.35M - $2.86M
|
72K
$11.5M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
23.1K+ 41.21% |
$2.34M - $2.85M
|
79.3K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
23.1KNew |
$2.34M - $2.85M
|
23.1K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.4K+ 47.31% |
$2.27M - $2.76M
|
69.7K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.2K+ 61.93% |
$2.25M - $2.74M
|
58.1K
$9.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.1K+ 54.15% |
$2.24M - $2.73M
|
63K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 36.29% |
$2.2M - $2.68M
|
81.5K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 54.68% |
$2.18M - $2.66M
|
60.9K
$9.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
21.4KNew |
$2.17M - $2.64M
|
21.4K
$3.41M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
21.3KNew |
$2.16M - $2.63M
|
21.3K
$3.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
20.8K+ 41.57% |
$2.11M - $2.57M
|
70.9K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
20.5KNew |
$2.08M - $2.53M
|
20.5K
$3.27M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
19.7KNew |
$1.99M - $2.42M
|
19.7K
$3.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19.5K+ 50.23% |
$1.98M - $2.41M
|
58.4K
$9.3M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19.2K+ 27.0% |
$1.95M - $2.37M
|
90.5K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 11.41% |
$1.95M - $2.37M
|
188K
$29.9M
|