Purchases and Sales Made in Q3 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
49New |
$6.52K - $7.78K
|
49
$7.09K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
45+ 1.99% |
$5.99K - $7.14K
|
2.31K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
44+ 0.73% |
$5.86K - $6.98K
|
6.07K
$879K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
41+ 10.57% |
$5.46K - $6.51K
|
429
$62.1K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.58% |
$5.33K - $6.35K
|
6.98K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
40+ 0.19% |
$5.33K - $6.35K
|
21.6K
$3.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
38New |
$5.06K - $6.03K
|
38
$5.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
33New |
$4.39K - $5.24K
|
33
$4.77K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 2.51% |
$4.13K - $4.92K
|
1.27K
$183K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.2% |
$3.2K - $3.81K
|
11.9K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
22+ 0.91% |
$2.93K - $3.49K
|
2.44K
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21+ 0.81% |
$2.8K - $3.33K
|
2.62K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19New |
$2.53K - $3.02K
|
19
$2.75K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$2.4K - $2.86K
|
18
$2.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
18+ 0.5% |
$2.4K - $2.86K
|
3.59K
$520K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
17+ 0.07% |
$2.26K - $2.7K
|
24.4K
$3.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
15+ 0.34% |
$2K - $2.38K
|
4.42K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
15+ 0.04% |
$2K - $2.38K
|
37K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
15+ 0.44% |
$2K - $2.38K
|
3.41K
$493K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
14+ 0.15% |
$1.86K - $2.22K
|
9.36K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14+ 0.45% |
$1.86K - $2.22K
|
3.13K
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13+ 0.37% |
$1.73K - $2.06K
|
3.55K
$513K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.41% |
$1.73K - $2.06K
|
3.21K
$465K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12+ 0.07% |
$1.6K - $1.9K
|
16.6K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
9New |
$1.2K - $1.43K
|
9
$1.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.36% |
$1.2K - $1.43K
|
2.48K
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.07% |
$1.2K - $1.43K
|
13.1K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.11% |
$932 - $1.11K
|
6.15K
$889K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7+ 0.06% |
$932 - $1.11K
|
12.6K
$1.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$932 - $1.11K
|
10.3K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7New |
$932 - $1.11K
|
7
$1.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$932 - $1.11K
|
4K
$578K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 0.27% |
$799 - $952
|
2.23K
$322K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.26% |
$799 - $952
|
2.36K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6New |
$799 - $952
|
6
$868
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5+ 0.02% |
$666 - $794
|
28K
$4.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.06% |
$533 - $635
|
6.6K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$533 - $635
|
4
$579
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
3+ 0.1% |
$399 - $476
|
2.98K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$266 - $317
|
3.43K
$495K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.07% |
$266 - $317
|
2.94K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$266 - $317
|
4.8K
$695K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.09% |
$266 - $317
|
2.29K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.08% |
$266 - $317
|
2.41K
$349K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$133 - $159
|
646
$93.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.17% |
$133 - $159
|
604
$87.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$133 - $159
|
1.96K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$133 - $159
|
1.59K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$133 - $159
|
9.65K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.46K
$212K
|