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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.2K- 6.87% |
$259K - $301K
|
29.8K
$4.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-2.21K- 2.85% |
$260K - $302K
|
75.3K
$12.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.27K- 30.43% |
$267K - $310K
|
5.19K
$836K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.33K- 29.85% |
$274K - $318K
|
5.48K
$883K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.42K- 23.09% |
$284K - $330K
|
8.05K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2.45K- 14.93% |
$288K - $334K
|
13.9K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.47K- 8.38% |
$290K - $337K
|
27K
$4.35M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.56K- 4.93% |
$300K - $349K
|
49.4K
$7.95M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.66K- 6.53% |
$313K - $364K
|
38.1K
$6.14M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-2.73K- 2.47% |
$320K - $372K
|
108K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.74K- 4.4% |
$322K - $374K
|
59.6K
$9.59M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.94K- 8.11% |
$345K - $401K
|
33.3K
$5.36M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 23.7% |
$345K - $402K
|
9.47K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.94K- 17.62% |
$346K - $402K
|
13.8K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.98K- 12.09% |
$350K - $406K
|
21.6K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.98K- 4.9% |
$350K - $407K
|
57.8K
$9.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-3.07K- 2.51% |
$361K - $420K
|
120K
$19.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.07K- 28.9% |
$361K - $420K
|
7.56K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.49K- 30.72% |
$410K - $476K
|
7.86K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.52K- 0.84% |
$413K - $480K
|
417K
$67.2M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.58K- 4.5% |
$420K - $489K
|
75.9K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.9K- 27.63% |
$458K - $532K
|
10.2K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.01K- 10.87% |
$471K - $547K
|
32.8K
$5.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.08K- 5.75% |
$479K - $557K
|
66.8K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.2K- 11.26% |
$494K - $574K
|
33.1K
$5.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-4.23K- 12.53% |
$497K - $578K
|
29.6K
$4.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-4.24K- 2.03% |
$498K - $579K
|
204K
$32.9M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.64K- 34.44% |
$545K - $633K
|
8.83K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5K- 2.83% |
$588K - $683K
|
171K
$27.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.05K- 3.96% |
$593K - $689K
|
122K
$19.7M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.89K- 7.93% |
$692K - $805K
|
68.4K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.86K- 7.3% |
$806K - $937K
|
87.1K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.73K- 14.29% |
$908K - $1.06M
|
46.4K
$7.47M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.23K- 0.21% |
$1.08M - $1.26M
|
4.33M
$697M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.28K- 68.95% |
$1.09M - $1.27M
|
4.18K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.47KClosed |
$1.11M - $1.29M
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-9.83K- 58.26% |
$1.15M - $1.34M
|
7.04K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.93K- 12.15% |
$1.17M - $1.36M
|
71.8K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.9K- 2.71% |
$1.4M - $1.63M
|
429K
$69.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-12.1K- 23.86% |
$1.42M - $1.65M
|
38.6K
$6.22M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.8K- 3.1% |
$1.51M - $1.75M
|
401K
$64.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14K- 15.89% |
$1.65M - $1.92M
|
74.3K
$12M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.6K- 4.16% |
$1.71M - $1.99M
|
336K
$54.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-15.2K- 60.99% |
$1.79M - $2.08M
|
9.73K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.9K- 65.01% |
$1.87M - $2.17M
|
8.56K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-17.1K- 26.02% |
$2.01M - $2.34M
|
48.7K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-19.4K- 36.94% |
$2.28M - $2.65M
|
33.1K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-21.7K- 40.05% |
$2.55M - $2.97M
|
32.5K
$5.24M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-24.7K- 10.5% |
$2.91M - $3.38M
|
211K
$34M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-25.7K- 42.05% |
$3.02M - $3.51M
|
35.4K
$5.71M
|