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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 40.25% |
$108K - $131K
|
3.7K
$590K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.03KNew |
$104K - $127K
|
1.03K
$164K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.02K+ 8.81% |
$104K - $126K
|
12.6K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
973New |
$98.6K - $120K
|
973
$155K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
962+ 26.3% |
$97.5K - $119K
|
4.62K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
942New |
$95.4K - $116K
|
942
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
925+ 2055.56% |
$93.7K - $114K
|
970
$155K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
924+ 6.03% |
$93.6K - $114K
|
16.3K
$2.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
924+ 8.39% |
$93.6K - $114K
|
11.9K
$1.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
878New |
$89K - $108K
|
878
$140K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
877+ 45.49% |
$88.8K - $108K
|
2.81K
$447K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
848+ 3.82% |
$85.9K - $105K
|
23K
$3.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
840+ 27.86% |
$85.1K - $104K
|
3.86K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
784+ 20.36% |
$79.4K - $96.7K
|
4.64K
$738K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
750+ 0.85% |
$76K - $92.5K
|
88.6K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
735+ 20.59% |
$74.5K - $90.6K
|
4.31K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
727+ 58.63% |
$73.7K - $89.6K
|
1.97K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
716+ 24.11% |
$72.5K - $88.3K
|
3.69K
$587K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
704+ 1.93% |
$71.3K - $86.8K
|
37.2K
$5.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
700+ 115.13% |
$70.9K - $86.3K
|
1.31K
$208K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
700+ 16.13% |
$70.9K - $86.3K
|
5.04K
$803K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700New |
$70.9K - $86.3K
|
700
$112K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
694+ 23.13% |
$70.3K - $85.6K
|
3.69K
$589K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
636+ 0.52% |
$64.4K - $78.4K
|
123K
$19.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
632+ 31.41% |
$64K - $77.9K
|
2.64K
$421K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
629+ 3.58% |
$63.7K - $77.6K
|
18.2K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
618New |
$62.6K - $76.2K
|
618
$98.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
609+ 15.02% |
$61.7K - $75.1K
|
4.66K
$743K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
602New |
$61K - $74.2K
|
602
$95.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
600New |
$60.8K - $74K
|
600
$95.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
600New |
$60.8K - $74K
|
600
$95.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
567+ 11.66% |
$57.4K - $69.9K
|
5.43K
$865K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
559New |
$56.6K - $68.9K
|
559
$89.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
557+ 8.29% |
$56.4K - $68.7K
|
7.28K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
557+ 29.03% |
$56.4K - $68.7K
|
2.48K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
542+ 4.07% |
$54.9K - $66.8K
|
13.9K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
513+ 1.1% |
$52K - $63.3K
|
47.2K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
484+ 4.06% |
$49K - $59.7K
|
12.4K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
471+ 129.04% |
$47.7K - $58.1K
|
836
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
469+ 28.19% |
$47.5K - $57.8K
|
2.13K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
465+ 10.42% |
$47.1K - $57.3K
|
4.93K
$785K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
463+ 3.48% |
$46.9K - $57.1K
|
13.8K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
455+ 0.63% |
$46.1K - $56.1K
|
73K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
442+ 8.31% |
$44.8K - $54.5K
|
5.76K
$918K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
440+ 72.85% |
$44.6K - $54.3K
|
1.04K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
429+ 230.65% |
$43.5K - $52.9K
|
615
$98K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
424+ 17.32% |
$43K - $52.3K
|
2.87K
$458K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
424+ 20.85% |
$43K - $52.3K
|
2.46K
$392K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
414New |
$41.9K - $51.1K
|
414
$66K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
406+ 10.96% |
$41.1K - $50.1K
|
4.11K
$655K
|