Purchases and Sales Made in Q3 2023 in Ishares Dj Us Tech ETF (IYW)

IYW Quotes by TradingView

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
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
290
+ 15.49%
$30K - $33K
2.16K $341K
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
290
+ 0.6%
$30K - $33K
48.8K $7.71M
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
288
+ 3.54%
$29.8K - $32.7K
8.43K $1.33M
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
285
+ 9.19%
$29.5K - $32.4K
3.39K $535K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
280
+ 2.55%
$28.9K - $31.8K
11.3K $1.78M
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
275
+ 4.02%
$28.4K - $31.3K
7.12K $1.12M
Nov 09, 2023 Q3 2023
Kesler, Norman & Wride, LLC

BUY
 -
269
+ 3.5%
$27.8K - $30.6K
7.95K $1.26M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
250
+ 1.75%
$25.8K - $28.4K
14.6K $2.3M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
248
+ 4.85%
$25.6K - $28.2K
5.36K $846K
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
241
+ 0.28%
$24.9K - $27.4K
85.6K $13.5M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
224
+ 101.36%
$23.2K - $25.5K
445 $70.3K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
219
+ 12.33%
$22.6K - $24.9K
2K $315K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
200
New
$20.7K - $22.7K
200 $31.6K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
187
+ 6.38%
$19.3K - $21.3K
3.12K $493K
Nov 07, 2023 Q3 2023
Fort Washington Investment Advisors Inc

BUY
 -
183
+ 1.39%
$18.9K - $20.8K
13.3K $2.1M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
179
+ 2.7%
$18.5K - $20.3K
6.8K $1.07M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
177
+ 3.3%
$18.3K - $20.1K
5.54K $875K
Oct 11, 2023 Q3 2023
Close Asset Management LTD

BUY
 -
175
New
$18.1K - $19.9K
175 $27.6K
Oct 26, 2023 Q3 2023
Kanawha Capital Management LLC

BUY
 -
161
+ 4.8%
$16.6K - $18.3K
3.51K $555K
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
155
New
$16K - $17.6K
155 $24.5K
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
145
+ 1.52%
$15K - $16.5K
9.7K $1.53M
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
139
+ 2.08%
$14.4K - $15.8K
6.81K $1.08M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
130
New
$13.4K - $14.8K
130 $20.5K
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
126
+ 1.41%
$13K - $14.3K
9.08K $1.43M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
123
+ 0.22%
$12.7K - $14K
57.1K $9.02M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
115
+ 1.0%
$11.9K - $13.1K
11.6K $1.83M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
108
+ 900.0%
$11.2K - $12.3K
120 $18.9K
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
103
+ 2.0%
$10.6K - $11.7K
5.26K $831K
Oct 28, 2024 Q3 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
100
+ 3.96%
$10.3K - $11.4K
2.62K $414K
Nov 13, 2023 Q3 2023
Howard Capital Management Inc.

BUY
 -
100
+ 0.86%
$10.3K - $11.4K
11.8K $1.86M
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
99
New
$10.2K - $11.3K
99 $15.6K
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
97
New
$10K - $11K
97 $15.3K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
97
+ 3.27%
$10K - $11K
3.06K $483K
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
91
+ 3.22%
$9.41K - $10.3K
2.92K $461K
Oct 26, 2023 Q3 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
87
+ 0.77%
$8.99K - $9.89K
11.4K $1.81M
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
82
+ 0.78%
$8.48K - $9.32K
10.6K $1.68M
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
79
+ 4.11%
$8.17K - $8.98K
2K $316K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
72
+ 0.79%
$7.44K - $8.18K
9.23K $1.46M
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
72
+ 1.2%
$7.44K - $8.18K
6.07K $959K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
71
New
$7.34K - $8.07K
71 $11.2K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

BUY
 -
70
+ 3.15%
$7.24K - $7.96K
2.29K $362K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
70
+ 0.35%
$7.24K - $7.96K
20.1K $3.18M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
69
+ 0.25%
$7.13K - $7.84K
27.3K $4.31M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
69
+ 0.25%
$7.13K - $7.84K
27.3K $4.31M
Nov 09, 2023 Q3 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
68
New
$7.03K - $7.73K
68 $10.7K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
62
New
$6.41K - $7.05K
62 $9.79K
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
57
+ 0.63%
$5.89K - $6.48K
9.06K $1.43M
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

BUY
 -
56
+ 9.03%
$5.79K - $6.37K
676 $107K
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
55
+ 1.77%
$5.69K - $6.25K
3.16K $499K

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