Purchases and Sales Made in Q1 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-114- 30.08% |
$13.4K - $15.6K
|
265
$42.6K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-114- 30.08% |
$13.4K - $15.6K
|
265
$42.6K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-123- 3.13% |
$14.5K - $16.8K
|
3.81K
$612K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-125- 0.29% |
$14.7K - $17.1K
|
43K
$6.92M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-128- 0.55% |
$15K - $17.5K
|
23.1K
$3.73M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-131- 1.36% |
$15.4K - $17.9K
|
9.52K
$1.53M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132- 1.75% |
$15.5K - $18K
|
7.41K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-134- 3.37% |
$15.7K - $18.3K
|
3.85K
$619K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-141- 5.03% |
$16.6K - $19.3K
|
2.66K
$429K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-143- 6.7% |
$16.8K - $19.5K
|
1.99K
$320K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-143- 7.48% |
$16.8K - $19.5K
|
1.77K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-147- 0.53% |
$17.3K - $20.1K
|
27.5K
$4.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-150- 0.92% |
$17.6K - $20.5K
|
16.1K
$2.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-154- 1.15% |
$18.1K - $21K
|
13.3K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-155- 2.89% |
$18.2K - $21.2K
|
5.21K
$838K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-156- 2.21% |
$18.3K - $21.3K
|
6.9K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-159- 2.26% |
$18.7K - $21.7K
|
6.89K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-162- 5.85% |
$19K - $22.1K
|
2.61K
$419K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-167- 1.55% |
$19.6K - $22.8K
|
10.6K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-175- 9.36% |
$20.6K - $23.9K
|
1.7K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-178- 4.21% |
$20.9K - $24.3K
|
4.06K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-184- 8.94% |
$21.6K - $25.1K
|
1.87K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-186- 38.99% |
$21.9K - $25.4K
|
291
$46.8K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-188- 1.89% |
$22.1K - $25.7K
|
9.76K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-193- 4.8% |
$22.7K - $26.4K
|
3.83K
$617K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-196- 6.58% |
$23K - $26.8K
|
2.78K
$448K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199- 5.83% |
$23.4K - $27.2K
|
3.21K
$517K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-213- 2.02% |
$25K - $29.1K
|
10.4K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-215- 11.9% |
$25.3K - $29.4K
|
1.59K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-216- 9.14% |
$25.4K - $29.5K
|
2.15K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-224- 1.56% |
$26.3K - $30.6K
|
14.2K
$2.28M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-228- 10.88% |
$26.8K - $31.1K
|
1.87K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-232- 1.99% |
$27.3K - $31.7K
|
11.5K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-237- 8.85% |
$27.8K - $32.4K
|
2.44K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-237- 1.19% |
$27.8K - $32.4K
|
19.7K
$3.16M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-240- 3.2% |
$28.2K - $32.8K
|
7.26K
$1.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-242- 6.45% |
$28.4K - $33.1K
|
3.51K
$565K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-250- 4.96% |
$29.4K - $34.1K
|
4.79K
$771K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-254- 1.4% |
$29.8K - $34.7K
|
18K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-254- 7.56% |
$29.8K - $34.7K
|
3.11K
$500K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-264- 1.19% |
$31K - $36.1K
|
21.8K
$3.52M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-265- 1.61% |
$31.1K - $36.2K
|
16.2K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-279- 1.32% |
$32.8K - $38.1K
|
20.8K
$3.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-280- 3.72% |
$32.9K - $38.2K
|
7.26K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-295- 5.5% |
$34.7K - $40.3K
|
5.06K
$815K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-300- 11.24% |
$35.3K - $41K
|
2.37K
$381K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-300- 4.34% |
$35.3K - $41K
|
6.62K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-303- 5.3% |
$35.6K - $41.4K
|
5.41K
$870K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-305- 0.67% |
$35.8K - $41.7K
|
45.5K
$7.32M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-314- 0.93% |
$36.9K - $42.9K
|
33.6K
$5.41M
|