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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
18.9KNew |
$1.91M - $2.33M
|
18.9K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.8KNew |
$1.9M - $2.32M
|
18.8K
$2.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
17.8KNew |
$1.81M - $2.2M
|
17.8K
$2.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
17.7KNew |
$1.79M - $2.18M
|
17.7K
$2.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17.5K+ 10.09% |
$1.77M - $2.16M
|
191K
$30.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 96.76% |
$1.76M - $2.14M
|
35.4K
$5.57M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
17.4K+ 50.25% |
$1.76M - $2.14M
|
51.9K
$8.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
16.7K+ 13.3% |
$1.69M - $2.06M
|
142K
$22.5M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
16.4KNew |
$1.66M - $2.03M
|
16.4K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.1K+ 20.69% |
$1.63M - $1.99M
|
93.9K
$14.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16K+ 30.13% |
$1.62M - $1.97M
|
68.9K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6K+ 328.19% |
$1.58M - $1.92M
|
20.3K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 13.71% |
$1.49M - $1.81M
|
122K
$19.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.6K+ 51.11% |
$1.48M - $1.8M
|
43.2K
$6.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14.2K+ 20.13% |
$1.44M - $1.75M
|
84.8K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
14.1KNew |
$1.43M - $1.74M
|
14.1K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
14.1K+ 40.43% |
$1.43M - $1.74M
|
49K
$7.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13.9K+ 41.74% |
$1.41M - $1.72M
|
47.2K
$7.45M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
13.9K+ 27.52% |
$1.41M - $1.71M
|
64.3K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.8K+ 486.1% |
$1.4M - $1.71M
|
16.7K
$2.63M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13.7KNew |
$1.38M - $1.68M
|
13.7K
$2.15M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13.7K+ 2.53% |
$1.38M - $1.68M
|
553K
$87.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.6KNew |
$1.38M - $1.68M
|
13.6K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13.6K+ 2.52% |
$1.38M - $1.68M
|
553K
$87.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.6K+ 124.6% |
$1.37M - $1.67M
|
24.5K
$3.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.1K+ 34.55% |
$1.32M - $1.61M
|
50.9K
$8.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
13K+ 117.97% |
$1.32M - $1.61M
|
24.1K
$3.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
13K+ 64.39% |
$1.32M - $1.6M
|
33.2K
$5.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
12.6K+ 30.01% |
$1.27M - $1.55M
|
54.5K
$8.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 20.42% |
$1.23M - $1.5M
|
71.5K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.9KNew |
$1.2M - $1.46M
|
11.9K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.8KNew |
$1.2M - $1.46M
|
11.8K
$1.86M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
11.6K+ 32.64% |
$1.18M - $1.43M
|
47.2K
$7.44M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.5K+ 26.59% |
$1.16M - $1.41M
|
54.6K
$8.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.3KNew |
$1.15M - $1.4M
|
11.3K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
11.2K+ 33.91% |
$1.14M - $1.38M
|
44.3K
$6.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
11K+ 28.74% |
$1.12M - $1.36M
|
49.5K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.5KNew |
$1.06M - $1.29M
|
10.5K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 28.72% |
$1.05M - $1.28M
|
46.4K
$7.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.91K+ 14.01% |
$1M - $1.22M
|
80.6K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.8K+ 31.89% |
$993K - $1.21M
|
40.5K
$6.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.75K+ 5.77% |
$988K - $1.2M
|
179K
$28.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.74K+ 9.16% |
$987K - $1.2M
|
116K
$18.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9.42K+ 33.5% |
$954K - $1.16M
|
37.5K
$5.92M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.35K+ 4.1% |
$947K - $1.15M
|
237K
$37.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
9.3K+ 87.69% |
$942K - $1.15M
|
19.9K
$3.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.22K+ 20.54% |
$934K - $1.14M
|
54.1K
$8.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.01K+ 32.34% |
$912K - $1.11M
|
36.8K
$5.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.92K+ 26.43% |
$904K - $1.1M
|
42.7K
$6.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.55K+ 54.36% |
$866K - $1.05M
|
24.3K
$3.83M
|