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 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$287K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$287K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.79K+ 8.62% |
$181K - $221K
|
22.6K
$3.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.77KNew |
$179K - $218K
|
1.77K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.77KNew |
$179K - $218K
|
1.77K
$281K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.76KNew |
$178K - $217K
|
1.76K
$280K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.75KNew |
$178K - $216K
|
1.75K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.74K+ 2456.34% |
$177K - $215K
|
1.82K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.74KNew |
$176K - $215K
|
1.74K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
1.73KNew |
$175K - $214K
|
1.73K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.72KNew |
$174K - $212K
|
1.72K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.72KNew |
$174K - $212K
|
1.72K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.72K+ 71.67% |
$174K - $212K
|
4.12K
$656K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.71KNew |
$174K - $211K
|
1.71K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.71KNew |
$174K - $211K
|
1.71K
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.7KNew |
$173K - $210K
|
1.7K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.7KNew |
$172K - $210K
|
1.7K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.69KNew |
$171K - $209K
|
1.69K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.69K+ 12.78% |
$171K - $208K
|
14.9K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.68KNew |
$170K - $207K
|
1.68K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$169K - $206K
|
1.67K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 1.2% |
$168K - $204K
|
140K
$22.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
1.65KNew |
$167K - $203K
|
1.65K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$166K - $202K
|
1.64K
$262K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.63KNew |
$165K - $201K
|
1.63K
$260K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.63KNew |
$165K - $201K
|
1.63K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.62K+ 11.82% |
$164K - $199K
|
15.3K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.61K+ 6.99% |
$163K - $198K
|
24.6K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.59K+ 3.77% |
$161K - $196K
|
43.7K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.54K+ 1590.72% |
$156K - $190K
|
1.64K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.51KNew |
$152K - $186K
|
1.51K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.5K+ 10.37% |
$152K - $185K
|
16K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.5K+ 30.6% |
$152K - $185K
|
6.41K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.48K+ 1203.25% |
$150K - $182K
|
1.6K
$255K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.43KNew |
$145K - $176K
|
1.43K
$228K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.41K+ 26.27% |
$143K - $174K
|
6.77K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.4KNew |
$142K - $173K
|
1.4K
$223K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.4K+ 8.51% |
$141K - $172K
|
17.8K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.33K+ 85.28% |
$135K - $164K
|
2.9K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 103.65% |
$132K - $161K
|
2.56K
$409K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.29K+ 66.2% |
$130K - $159K
|
3.23K
$515K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.26K+ 12.57% |
$128K - $155K
|
11.3K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.24K+ 435.56% |
$125K - $153K
|
1.52K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.2K+ 23.97% |
$122K - $148K
|
6.23K
$992K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.17K+ 22.98% |
$119K - $145K
|
6.28K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.14K+ 37.22% |
$115K - $140K
|
4.2K
$669K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.13K+ 18.57% |
$114K - $139K
|
7.2K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.1K+ 7.13% |
$111K - $136K
|
16.5K
$2.63M
|