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 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.37K+ 44.23% |
$442K - $538K
|
14.2K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.32KNew |
$438K - $533K
|
4.32K
$689K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.26K+ 7.43% |
$432K - $525K
|
61.6K
$9.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.11K+ 1.18% |
$416K - $506K
|
351K
$55.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.1KNew |
$415K - $506K
|
4.1K
$653K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.05K+ 39.73% |
$411K - $500K
|
14.3K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.98KNew |
$403K - $491K
|
3.98K
$634K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.97K+ 18.95% |
$403K - $490K
|
24.9K
$3.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.97K+ 59.65% |
$402K - $490K
|
10.6K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
3.93KNew |
$398K - $484K
|
3.93K
$626K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 26.92% |
$395K - $481K
|
18.4K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.84K+ 25.21% |
$389K - $474K
|
19.1K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.82K+ 63.75% |
$387K - $472K
|
9.82K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.76K+ 28.7% |
$381K - $464K
|
16.9K
$2.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.73KNew |
$378K - $460K
|
3.73K
$595K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.63KNew |
$368K - $448K
|
3.63K
$579K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.56KNew |
$360K - $439K
|
3.56K
$567K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.54KNew |
$358K - $436K
|
3.54K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.5KNew |
$355K - $432K
|
3.5K
$558K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.49K+ 93.17% |
$354K - $431K
|
7.24K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.41KNew |
$346K - $421K
|
3.41K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.39K+ 15.19% |
$344K - $418K
|
25.7K
$4.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.33K+ 34.78% |
$338K - $411K
|
12.9K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.19KNew |
$323K - $394K
|
3.19K
$509K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.16KNew |
$320K - $390K
|
3.16K
$504K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.13KNew |
$317K - $386K
|
3.13K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.12K+ 59.76% |
$316K - $384K
|
8.33K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.1K+ 10.2% |
$314K - $382K
|
33.4K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.01K+ 57.39% |
$305K - $371K
|
8.26K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3KNew |
$304K - $370K
|
3K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3K+ 116.49% |
$303K - $369K
|
5.57K
$887K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.99K+ 11.19% |
$303K - $369K
|
29.7K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 18.96% |
$303K - $368K
|
18.7K
$2.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.98K+ 15.41% |
$301K - $367K
|
22.3K
$3.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.96K+ 22.42% |
$299K - $365K
|
16.1K
$2.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.95K+ 97.39% |
$299K - $364K
|
5.99K
$954K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.92K+ 16.43% |
$295K - $359K
|
20.7K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.91K+ 31.96% |
$295K - $358K
|
12K
$1.91M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.83K+ 23.24% |
$287K - $349K
|
15K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.79K+ 42.18% |
$282K - $344K
|
9.39K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.75KNew |
$279K - $339K
|
2.75K
$438K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.74KNew |
$278K - $338K
|
2.74K
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.73K+ 74.05% |
$276K - $336K
|
6.41K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.72K+ 2.88% |
$276K - $336K
|
97.2K
$15.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.68KNew |
$272K - $330K
|
2.68K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.68KNew |
$271K - $330K
|
2.68K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.66KNew |
$270K - $328K
|
2.66K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 25.99% |
$260K - $317K
|
12.4K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 35.72% |
$258K - $314K
|
9.67K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.54K+ 4.56% |
$257K - $313K
|
58.1K
$9.26M
|