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 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11K- 13.43% |
$1.13M - $1.25M
|
70.7K
$11.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11.6K- 41.7% |
$1.2M - $1.32M
|
16.3K
$2.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11.7K- 46.12% |
$1.21M - $1.33M
|
13.7K
$2.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.8K- 53.53% |
$1.22M - $1.34M
|
10.2K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12K- 3.29% |
$1.24M - $1.36M
|
351K
$55.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12K- 30.38% |
$1.24M - $1.36M
|
27.4K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.2K- 14.39% |
$1.26M - $1.39M
|
72.5K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12.3K- 46.82% |
$1.27M - $1.4M
|
13.9K
$2.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-12.7K- 47.82% |
$1.31M - $1.44M
|
13.8K
$2.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.7K- 74.91% |
$1.32M - $1.45M
|
4.26K
$671K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.8K- 46.86% |
$1.32M - $1.45M
|
14.5K
$2.28M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.5K- 23.47% |
$1.4M - $1.54M
|
44.1K
$6.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.7K- 27.93% |
$1.41M - $1.55M
|
35.3K
$5.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-13.8K- 45.1% |
$1.43M - $1.57M
|
16.8K
$2.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.9K- 15.64% |
$1.44M - $1.58M
|
75.2K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-14.4K- 15.61% |
$1.49M - $1.64M
|
77.8K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 32.29% |
$1.52M - $1.67M
|
30.7K
$4.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-14.8K- 52.84% |
$1.53M - $1.68M
|
13.2K
$2.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15.3K- 34.84% |
$1.59M - $1.74M
|
28.7K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-15.7K- 29.63% |
$1.63M - $1.79M
|
37.4K
$5.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.3K- 3.0% |
$1.68M - $1.85M
|
526K
$83M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16.7K- 36.46% |
$1.73M - $1.9M
|
29.1K
$4.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.5K- 39.55% |
$1.81M - $1.99M
|
26.7K
$4.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17.5K- 45.01% |
$1.81M - $1.99M
|
21.4K
$3.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17.6K- 47.68% |
$1.82M - $2M
|
19.3K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17.6K- 78.81% |
$1.82M - $2.01M
|
4.75K
$748K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.8K- 54.63% |
$1.84M - $2.02M
|
14.8K
$2.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-18.9K- 54.96% |
$1.95M - $2.15M
|
15.5K
$2.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-18.9K- 42.1% |
$1.96M - $2.15M
|
26.1K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.5K- 4.31% |
$2.01M - $2.21M
|
432K
$68.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-19.8K- 38.86% |
$2.05M - $2.26M
|
31.2K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 34.47% |
$2.14M - $2.36M
|
39.4K
$6.21M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-21K- 50.91% |
$2.18M - $2.39M
|
20.3K
$3.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-21.1K- 47.81% |
$2.18M - $2.4M
|
23.1K
$3.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-23.2K- 13.18% |
$2.4M - $2.64M
|
153K
$24.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.6K- 28.41% |
$2.44M - $2.68M
|
59.4K
$9.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-24.1K- 59.11% |
$2.49M - $2.73M
|
16.6K
$2.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.2K- 12.57% |
$2.51M - $2.75M
|
169K
$26.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.9K- 45.07% |
$2.57M - $2.83M
|
30.3K
$4.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-25.1K- 43.0% |
$2.6M - $2.86M
|
33.3K
$5.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-25.4K- 43.44% |
$2.63M - $2.89M
|
33.1K
$5.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-25.6K- 25.44% |
$2.65M - $2.91M
|
75.1K
$11.8M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25.9K- 37.55% |
$2.68M - $2.95M
|
43.1K
$6.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-26.1K- 65.7% |
$2.7M - $2.97M
|
13.6K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-26.8K- 47.13% |
$2.77M - $3.05M
|
30.1K
$4.74M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27.1K- 30.02% |
$2.8M - $3.08M
|
63.1K
$9.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-27.1K- 57.33% |
$2.81M - $3.09M
|
20.2K
$3.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-27.5K- 62.37% |
$2.85M - $3.13M
|
16.6K
$2.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.6K- 44.96% |
$2.85M - $3.13M
|
33.7K
$5.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-28.5K- 41.12% |
$2.94M - $3.24M
|
40.8K
$6.43M
|