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 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-336- 6.17% |
$29.8K - $36.7K
|
5.11K
$822K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-343- 5.87% |
$30.4K - $37.5K
|
5.5K
$885K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-347- 8.75% |
$30.8K - $38K
|
3.62K
$582K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-359- 12.79% |
$31.8K - $39.3K
|
2.45K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-375- 1.87% |
$33.3K - $41K
|
19.7K
$3.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-383- 11.96% |
$34K - $41.9K
|
2.82K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-388- 1.25% |
$34.4K - $42.4K
|
30.7K
$4.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-391- 1.14% |
$34.7K - $42.8K
|
34K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-400- 14.59% |
$35.5K - $43.7K
|
2.34K
$377K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-402- 0.89% |
$35.6K - $44K
|
44.8K
$7.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-423- 0.65% |
$37.5K - $46.3K
|
64.9K
$10.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-438- 6.49% |
$38.8K - $47.9K
|
6.31K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-440- 4.4% |
$39K - $48.1K
|
9.55K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-467- 7.18% |
$41.4K - $51.1K
|
6.04K
$971K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-470- 16.79% |
$41.7K - $51.4K
|
2.33K
$375K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-470- 1.55% |
$41.7K - $51.4K
|
29.8K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-471- 1.65% |
$41.8K - $51.5K
|
28.1K
$4.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-494- 2.17% |
$43.8K - $54K
|
22.3K
$3.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-494- 2.53% |
$43.8K - $54K
|
19.1K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-505- 5.54% |
$44.8K - $55.2K
|
8.61K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-508- 10.39% |
$45K - $55.6K
|
4.38K
$705K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-509- 15.24% |
$45.1K - $55.7K
|
2.83K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-540- 1.55% |
$47.9K - $59.1K
|
34.3K
$5.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-550- 1.44% |
$48.8K - $60.2K
|
37.7K
$6.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-551- 4.97% |
$48.9K - $60.3K
|
10.5K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-556- 4.44% |
$49.3K - $60.8K
|
12K
$1.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-564- 4.89% |
$50K - $61.7K
|
11K
$1.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-576- 3.42% |
$51.1K - $63K
|
16.3K
$2.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-637- 18.05% |
$56.5K - $69.7K
|
2.89K
$465K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-675- 2.36% |
$59.9K - $73.8K
|
28K
$4.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-700- 19.27% |
$62.1K - $76.6K
|
2.93K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-700- 6.48% |
$62.1K - $76.6K
|
10.1K
$1.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-726- 4.49% |
$64.4K - $79.4K
|
15.4K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-732- 4.7% |
$64.9K - $80.1K
|
14.8K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-739- 5.93% |
$65.5K - $80.8K
|
11.7K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-740- 11.22% |
$65.6K - $80.9K
|
5.86K
$942K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-794- 1.14% |
$70.4K - $86.8K
|
68.6K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-809- 9.58% |
$71.7K - $88.5K
|
7.64K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-820- 0.62% |
$72.7K - $89.7K
|
132K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-864- 12.35% |
$76.6K - $94.5K
|
6.13K
$987K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-868- 4.65% |
$77K - $94.9K
|
17.8K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-893- 87.04% |
$79.2K - $97.7K
|
133
$21.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-913- 2.96% |
$81K - $99.9K
|
30K
$4.82M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-920- 11.55% |
$81.6K - $101K
|
7.05K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-933- 6.04% |
$82.7K - $102K
|
14.5K
$2.34M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-940- 22.02% |
$83.4K - $103K
|
3.33K
$536K
|
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-961- 14.91% |
$85.2K - $105K
|
5.49K
$883K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-985- 21.5% |
$87.3K - $108K
|
3.6K
$579K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-988- 0.85% |
$87.6K - $108K
|
115K
$18.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1K- 48.78% |
$88.8K - $109K
|
1.05K
$169K
|