Purchases and Sales Made in Q2 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 0.49% |
$11.9K - $14.7K
|
27.3K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-140- 5.92% |
$12.4K - $15.3K
|
2.23K
$358K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-140- 5.64% |
$12.4K - $15.3K
|
2.34K
$377K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-141- 1.8% |
$12.5K - $15.4K
|
7.68K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-143- 1.85% |
$12.7K - $15.6K
|
7.6K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-144- 3.42% |
$12.8K - $15.7K
|
4.06K
$653K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-146- 1.59% |
$12.9K - $16K
|
9.02K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 2.06% |
$13.3K - $16.4K
|
7.14K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-151- 0.16% |
$13.4K - $16.5K
|
93.9K
$15.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-153- 1.14% |
$13.6K - $16.7K
|
13.2K
$2.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-154- 0.42% |
$13.7K - $16.8K
|
36.9K
$5.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-160- 2.82% |
$14.2K - $17.5K
|
5.51K
$886K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 6.25% |
$14.2K - $17.5K
|
2.4K
$386K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-162- 0.58% |
$14.4K - $17.7K
|
27.8K
$4.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-162- 0.58% |
$14.4K - $17.7K
|
27.8K
$4.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-164- 3.34% |
$14.5K - $17.9K
|
4.75K
$764K
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-165- 3.15% |
$14.6K - $18K
|
5.08K
$817K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-188- 3.17% |
$16.7K - $20.6K
|
5.74K
$923K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-188- 1.46% |
$16.7K - $20.6K
|
12.7K
$2.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-189- 5.25% |
$16.8K - $20.7K
|
3.41K
$549K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-192- 3.55% |
$17K - $21K
|
5.22K
$840K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-198- 2.98% |
$17.6K - $21.7K
|
6.45K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-200- 1.05% |
$17.7K - $21.9K
|
18.8K
$3.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.72% |
$17.7K - $21.9K
|
11.5K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-204- 3.68% |
$18.1K - $22.3K
|
5.34K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-207- 0.89% |
$18.4K - $22.6K
|
22.9K
$3.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-208- 3.97% |
$18.4K - $22.7K
|
5.04K
$811K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-213- 0.49% |
$18.9K - $23.3K
|
42.8K
$6.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-216- 3.58% |
$19.2K - $23.6K
|
5.82K
$937K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-217- 5.77% |
$19.2K - $23.7K
|
3.55K
$571K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-224- 3.07% |
$19.9K - $24.5K
|
7.07K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-247- 2.32% |
$21.9K - $27K
|
10.4K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-250- 1.18% |
$22.2K - $27.3K
|
21K
$3.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-264- 2.6% |
$23.4K - $28.9K
|
9.88K
$1.59M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-273- 2.37% |
$24.2K - $29.9K
|
11.2K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-283- 0.81% |
$25.1K - $31K
|
34.7K
$5.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-292- 2.34% |
$25.9K - $31.9K
|
12.2K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-292- 5.08% |
$25.9K - $31.9K
|
5.46K
$878K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-297- 3.36% |
$26.3K - $32.5K
|
8.55K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-300- 4.69% |
$26.6K - $32.8K
|
6.1K
$982K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-300- 1.15% |
$26.6K - $32.8K
|
25.9K
$4.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-314- 0.66% |
$27.8K - $34.3K
|
47.4K
$7.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-314- 2.83% |
$27.8K - $34.3K
|
10.8K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-315- 0.31% |
$27.9K - $34.5K
|
100K
$16.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-326- 2.13% |
$28.9K - $35.7K
|
15K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-326- 1.76% |
$28.9K - $35.7K
|
18.2K
$2.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-327- 1.6% |
$29K - $35.8K
|
20.1K
$3.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-330- 2.25% |
$29.3K - $36.1K
|
14.3K
$2.3M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-330- 4.74% |
$29.3K - $36.1K
|
6.63K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-333- 1.83% |
$29.5K - $36.4K
|
17.9K
$2.88M
|