Purchases and Sales Made in Q2 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 7.62% |
$4.87K - $5.98K
|
551
$85.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38New |
$4.74K - $5.83K
|
38
$5.88K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
35+ 0.75% |
$4.37K - $5.37K
|
4.71K
$728K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
33+ 0.54% |
$4.12K - $5.06K
|
6.17K
$955K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
32New |
$3.99K - $4.91K
|
32
$4.95K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31+ 0.19% |
$3.87K - $4.76K
|
16.5K
$2.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
30+ 0.16% |
$3.74K - $4.6K
|
18.6K
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.64K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.64K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
30+ 0.69% |
$3.74K - $4.6K
|
4.4K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28+ 1.01% |
$3.49K - $4.3K
|
2.81K
$435K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
27New |
$3.37K - $4.14K
|
27
$4.18K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23+ 0.84% |
$2.87K - $3.53K
|
2.75K
$425K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
21+ 0.12% |
$2.62K - $3.22K
|
17.1K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.17% |
$2.5K - $3.07K
|
11.9K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
19+ 0.31% |
$2.37K - $2.92K
|
6.08K
$940K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19New |
$2.37K - $2.92K
|
19
$2.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 0.66% |
$1.87K - $2.3K
|
2.29K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
15+ 0.48% |
$1.87K - $2.3K
|
3.12K
$483K
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.05% |
$1.62K - $1.99K
|
24.3K
$3.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
13+ 0.04% |
$1.62K - $1.99K
|
37K
$5.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
11+ 0.59% |
$1.37K - $1.69K
|
1.86K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
9+ 0.12% |
$1.12K - $1.38K
|
7.27K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8+ 0.2% |
$998 - $1.23K
|
4.06K
$627K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$998 - $1.23K
|
8
$1.24K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
8+ 0.06% |
$998 - $1.23K
|
13.1K
$2.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 43.75% |
$873 - $1.07K
|
23
$3.56K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.05% |
$873 - $1.07K
|
13K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 15.56% |
$873 - $1.07K
|
52
$8.04K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6+ 0.16% |
$749 - $921
|
3.85K
$596K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.06% |
$624 - $767
|
8.06K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.06% |
$624 - $767
|
8.06K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.06% |
$499 - $614
|
6.6K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3+ 0.05% |
$374 - $460
|
5.74K
$887K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.05% |
$374 - $460
|
6.14K
$949K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$374 - $460
|
3.51K
$543K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.88% |
$374 - $460
|
343
$53K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$250 - $307
|
4.8K
$742K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.01% |
$250 - $307
|
15.1K
$2.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.04% |
$250 - $307
|
4.93K
$763K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
$250 - $307
|
2.25K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$125 - $153
|
2.47K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.22% |
$125 - $153
|
460
$71.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $153
|
4.91K
$759K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.1% |
$125 - $153
|
1.03K
$159K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.22% |
$125 - $153
|
453
$70.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $153
|
3.57K
$553K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $153
|
2.86K
$442K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.01% |
$125 - $153
|
11.3K
$1.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.07% |
$125 - $153
|
1.53K
$237K
|