Purchases and Sales Made in Q3 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
905K+ 481.51% |
$93.6M - $103M
|
1.09M
$173M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
865KNew |
$89.4M - $98.3M
|
865K
$137M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
606K+ 3606.89% |
$62.6M - $68.9M
|
623K
$98.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
445K+ 1449.48% |
$46M - $50.6M
|
476K
$75.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
282K+ 986.97% |
$29.2M - $32.1M
|
311K
$49.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
173KNew |
$17.9M - $19.7M
|
173K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
148K+ 1251.69% |
$15.3M - $16.8M
|
160K
$25.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
147K+ 2822.58% |
$15.2M - $16.8M
|
153K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
121K+ 4208.91% |
$12.6M - $13.8M
|
124K
$19.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
119K+ 2700.39% |
$12.3M - $13.5M
|
123K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
117KNew |
$12.1M - $13.3M
|
117K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
81.6K+ 1.93% |
$8.44M - $9.28M
|
4.31M
$681M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
78.4K+ 126.25% |
$8.11M - $8.91M
|
141K
$22.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
75.4K+ 260.85% |
$7.8M - $8.57M
|
104K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
64.9K+ 179.22% |
$6.71M - $7.37M
|
101K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
59.3K+ 69.54% |
$6.13M - $6.74M
|
145K
$22.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
57.6KNew |
$5.96M - $6.55M
|
57.6K
$9.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.3K+ 28.31% |
$5.82M - $6.4M
|
255K
$40.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
55.2KNew |
$5.7M - $6.27M
|
55.2K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.7K+ 5.53% |
$4.93M - $5.42M
|
909K
$144M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
46.6KNew |
$4.82M - $5.3M
|
46.6K
$7.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
46.4K+ 127.86% |
$4.8M - $5.28M
|
82.7K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
42.3KNew |
$4.37M - $4.81M
|
42.3K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
41.9KNew |
$4.33M - $4.77M
|
41.9K
$6.62M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.9K+ 14.79% |
$3.4M - $3.74M
|
255K
$40.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
28.3KNew |
$2.92M - $3.21M
|
28.3K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
23.3KNew |
$2.41M - $2.65M
|
23.3K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$2.4M - $2.64M
|
23.2K
$3.67M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
23K+ 201.49% |
$2.38M - $2.61M
|
34.4K
$5.43M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
21.6KNew |
$2.23M - $2.45M
|
21.6K
$3.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
18.9KNew |
$1.95M - $2.15M
|
18.9K
$2.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18K+ 64.28% |
$1.86M - $2.05M
|
46.1K
$7.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
17.3K+ 29.96% |
$1.79M - $1.97M
|
75.1K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16K+ 4.01% |
$1.66M - $1.82M
|
416K
$65.7M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.7K+ 2.99% |
$1.62M - $1.78M
|
539K
$85.2M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.5K+ 2.97% |
$1.61M - $1.77M
|
539K
$85.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
14.7KNew |
$1.51M - $1.67M
|
14.7K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14.5KNew |
$1.5M - $1.65M
|
14.5K
$2.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.3K+ 513.79% |
$1.27M - $1.4M
|
14.7K
$2.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2K+ 18.82% |
$1.16M - $1.27M
|
70.7K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
11.2K+ 48.01% |
$1.15M - $1.27M
|
34.4K
$5.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
11.1KNew |
$1.14M - $1.26M
|
11.1K
$1.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
$1.14M - $1.26M
|
11K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11K+ 70.24% |
$1.14M - $1.25M
|
26.7K
$4.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10.4K+ 97.81% |
$1.07M - $1.18M
|
21K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
10.3K+ 60.16% |
$1.07M - $1.18M
|
27.5K
$4.35M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.78K+ 406.91% |
$1.01M - $1.11M
|
12.2K
$1.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
9.71K+ 136.27% |
$1M - $1.1M
|
16.8K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.63K+ 0.97% |
$996K - $1.09M
|
1M
$159M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.45K+ 73.26% |
$977K - $1.07M
|
22.3K
$3.53M
|