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 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
404New |
$40.9K - $49.8K
|
404
$63.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
397+ 2.75% |
$40.2K - $49K
|
14.8K
$2.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
384+ 3.41% |
$38.9K - $47.4K
|
11.6K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
359+ 11.51% |
$36.4K - $44.3K
|
3.48K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
351+ 74.21% |
$35.6K - $43.3K
|
824
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
349+ 2.73% |
$35.4K - $43K
|
13.1K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
339+ 19.72% |
$34.3K - $41.8K
|
2.06K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
338+ 6.29% |
$34.2K - $41.7K
|
5.71K
$900K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
338+ 3.3% |
$34.2K - $41.7K
|
10.6K
$1.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
334+ 54.31% |
$33.8K - $41.2K
|
949
$150K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
321+ 3.34% |
$32.5K - $39.6K
|
9.92K
$1.56M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
318+ 159.0% |
$32.2K - $39.2K
|
518
$81.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
305+ 8.56% |
$30.9K - $37.6K
|
3.87K
$610K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
297+ 17.47% |
$30.1K - $36.6K
|
2K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
290+ 4.98% |
$29.4K - $35.8K
|
6.11K
$963K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
284+ 0.65% |
$28.8K - $35K
|
44.1K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
266New |
$26.9K - $32.8K
|
266
$41.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
261+ 3.28% |
$26.4K - $32.2K
|
8.21K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
258+ 0.23% |
$26.1K - $31.8K
|
110K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
258+ 0.61% |
$26.1K - $31.8K
|
42.8K
$6.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
255+ 5.05% |
$25.8K - $31.4K
|
5.3K
$836K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
252+ 11.96% |
$25.5K - $31.1K
|
2.36K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
250+ 157.23% |
$25.3K - $30.8K
|
409
$64.5K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
247+ 2.25% |
$25K - $30.5K
|
11.2K
$1.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Verger Capital Management LLC
|
BUY
|
- |
244+ 4.45% |
$24.7K - $30.1K
|
5.73K
$903K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
234+ 6.04% |
$23.7K - $28.9K
|
4.11K
$648K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
226+ 1.9% |
$22.9K - $27.9K
|
12.1K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
218New |
$22.1K - $26.9K
|
218
$34.4K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209New |
$21.2K - $25.8K
|
209
$32.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
208+ 7.24% |
$21.1K - $25.6K
|
3.08K
$485K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 46.52% |
$21K - $25.5K
|
652
$103K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
202+ 1.78% |
$20.5K - $24.9K
|
11.5K
$1.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
200+ 2.8% |
$20.3K - $24.7K
|
7.34K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
189New |
$19.1K - $23.3K
|
189
$29.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
183+ 1.88% |
$18.5K - $22.6K
|
9.94K
$1.57M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
180+ 3.25% |
$18.2K - $22.2K
|
5.72K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
178New |
$18K - $21.9K
|
178
$28.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
178+ 3.22% |
$18K - $21.9K
|
5.71K
$900K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
174+ 1.56% |
$17.6K - $21.5K
|
11.4K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
162+ 51.43% |
$16.4K - $20K
|
477
$75.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
148+ 1.54% |
$15K - $18.2K
|
9.74K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
142+ 7.16% |
$14.4K - $17.5K
|
2.12K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
129+ 0.3% |
$13.1K - $15.9K
|
43.2K
$6.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
115+ 82.14% |
$11.7K - $14.2K
|
255
$40.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
100+ 4.97% |
$10.1K - $12.3K
|
2.11K
$333K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
99+ 2.68% |
$10K - $12.2K
|
3.79K
$598K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
88New |
$8.92K - $10.9K
|
88
$13.9K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
79+ 0.21% |
$8K - $9.74K
|
37.5K
$5.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
74+ 1.89% |
$7.5K - $9.12K
|
4K
$630K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
73New |
$7.4K - $9K
|
73
$11.5K
|