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
|
Lincoln National Corp
|
BUY
|
- |
2.53K+ 27.38% |
$256K - $311K
|
11.8K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.49K+ 44.29% |
$252K - $307K
|
8.11K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.49K+ 22.65% |
$252K - $307K
|
13.5K
$2.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.44KNew |
$247K - $300K
|
2.44K
$384K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.43KNew |
$246K - $300K
|
2.43K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.43KNew |
$246K - $300K
|
2.43K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 28.01% |
$243K - $295K
|
10.9K
$1.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.39K+ 3.18% |
$242K - $295K
|
77.5K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.36KNew |
$239K - $292K
|
2.36K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.34KNew |
$237K - $288K
|
2.34K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.33KNew |
$236K - $288K
|
2.33K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 6.06% |
$236K - $287K
|
40.8K
$6.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.33K+ 8.46% |
$236K - $287K
|
29.9K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.32K+ 1747.37% |
$235K - $287K
|
2.46K
$387K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.28K+ 4303.77% |
$231K - $281K
|
2.33K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.26K+ 16.32% |
$228K - $278K
|
16.1K
$2.53M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.25KNew |
$228K - $277K
|
2.25K
$354K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.25KNew |
$227K - $277K
|
2.25K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.22KNew |
$225K - $273K
|
2.22K
$349K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.21KNew |
$223K - $272K
|
2.21K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.2K+ 2.04% |
$223K - $271K
|
110K
$17.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.17KNew |
$220K - $267K
|
2.17K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.16KNew |
$219K - $267K
|
2.16K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.14KNew |
$217K - $264K
|
2.14K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.14KNew |
$217K - $264K
|
2.14K
$337K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.11K+ 28.66% |
$214K - $260K
|
9.47K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.1KNew |
$212K - $258K
|
2.1K
$330K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.09K+ 7.79% |
$212K - $257K
|
28.9K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 11.28% |
$211K - $257K
|
20.5K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.08K+ 43.57% |
$211K - $256K
|
6.85K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.07KNew |
$210K - $255K
|
2.07K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
2.03K+ 7.18% |
$206K - $250K
|
30.3K
$4.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.98K+ 2.4% |
$201K - $244K
|
84.7K
$13.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.98K+ 39.43% |
$200K - $244K
|
6.99K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.97KNew |
$200K - $243K
|
1.97K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.96KNew |
$198K - $242K
|
1.96K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.95K+ 21.68% |
$197K - $240K
|
10.9K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.92KNew |
$195K - $237K
|
1.92K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.91KNew |
$194K - $236K
|
1.91K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.91K+ 48.56% |
$194K - $236K
|
5.84K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.9K+ 17.53% |
$192K - $234K
|
12.7K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.89K+ 38.55% |
$192K - $234K
|
6.81K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.87KNew |
$190K - $231K
|
1.87K
$295K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.87KNew |
$189K - $231K
|
1.87K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.86KNew |
$188K - $229K
|
1.86K
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$188K - $229K
|
1.86K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.84KNew |
$187K - $227K
|
1.84K
$291K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.84K+ 43.73% |
$186K - $227K
|
6.04K
$952K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.81KNew |
$183K - $223K
|
1.81K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$284K
|