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 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.82K- 12.16% |
$395K - $434K
|
27.6K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.88K- 5.52% |
$401K - $441K
|
66.3K
$10.5M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.88K- 39.27% |
$401K - $441K
|
6K
$946K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.92K- 37.21% |
$405K - $445K
|
6.61K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.05K- 39.77% |
$418K - $460K
|
6.13K
$966K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-4.06K- 5.93% |
$419K - $461K
|
64.4K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-4.06K- 3.76% |
$420K - $462K
|
104K
$16.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.21K- 27.74% |
$436K - $479K
|
11K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.32K- 39.62% |
$447K - $491K
|
6.59K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.39K- 20.0% |
$454K - $499K
|
17.6K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.47K- 19.51% |
$462K - $508K
|
18.5K
$2.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 30.75% |
$505K - $555K
|
11K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.92K- 53.9% |
$509K - $559K
|
4.21K
$663K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-4.94K- 49.57% |
$510K - $561K
|
5.02K
$792K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.13K- 50.58% |
$531K - $583K
|
5.02K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.15K- 11.82% |
$533K - $586K
|
38.4K
$6.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-5.26K- 8.85% |
$544K - $598K
|
54.2K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.32K- 50.49% |
$550K - $605K
|
5.22K
$822K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.34K- 49.89% |
$552K - $607K
|
5.36K
$845K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.48K- 52.97% |
$566K - $623K
|
4.86K
$767K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.5K- 49.44% |
$568K - $625K
|
5.62K
$886K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.51K- 6.51% |
$569K - $626K
|
79.1K
$12.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.59K- 3.2% |
$578K - $636K
|
169K
$26.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.62K- 4.73% |
$581K - $639K
|
113K
$17.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-5.74K- 12.56% |
$594K - $653K
|
40K
$6.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.97K- 37.66% |
$617K - $678K
|
9.88K
$1.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.13K- 46.23% |
$633K - $696K
|
7.12K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.14K- 42.38% |
$635K - $698K
|
8.35K
$1.32M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.28K- 32.13% |
$649K - $714K
|
13.3K
$2.09M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.61K- 57.38% |
$684K - $752K
|
4.91K
$774K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-7.17K- 44.08% |
$741K - $815K
|
9.1K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.24K- 23.74% |
$749K - $823K
|
23.3K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.29K- 75.88% |
$754K - $828K
|
2.32K
$365K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.29K- 25.99% |
$754K - $829K
|
20.8K
$3.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.44K- 32.79% |
$769K - $846K
|
15.2K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.52K- 11.59% |
$778K - $855K
|
57.4K
$9.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.65K- 50.97% |
$791K - $870K
|
7.36K
$1.16M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.75K- 9.81% |
$801K - $881K
|
71.3K
$11.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.97K- 33.64% |
$824K - $906K
|
15.7K
$2.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.01K- 47.15% |
$828K - $911K
|
8.98K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.14K- 3.45% |
$842K - $925K
|
228K
$36M
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-8.48K- 67.99% |
$876K - $963K
|
3.99K
$629K
|
|
|
Oct 19, 2023
Q3 2023
|
Pariax, LLC
|
SELL
|
- |
-8.91K- 44.87% |
$921K - $1.01M
|
10.9K
$1.73M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.92K- 47.06% |
$922K - $1.01M
|
10K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-8.92K- 52.69% |
$922K - $1.01M
|
8.01K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.2K- 17.93% |
$951K - $1.05M
|
42.1K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.38K- 18.91% |
$969K - $1.07M
|
40.2K
$6.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-9.55K- 51.79% |
$988K - $1.09M
|
8.9K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.62K- 50.11% |
$995K - $1.09M
|
9.58K
$1.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-10.2K- 16.19% |
$1.05M - $1.15M
|
52.6K
$8.29M
|