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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.83K- 16.84% |
$189K - $208K
|
9.05K
$1.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.84K- 29.24% |
$191K - $209K
|
4.46K
$708K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.86K- 17.63% |
$192K - $211K
|
8.68K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.93K- 48.69% |
$200K - $219K
|
2.03K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.93K- 0.97% |
$200K - $220K
|
198K
$31.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.97K- 12.9% |
$204K - $224K
|
13.3K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.05K- 13.79% |
$211K - $232K
|
12.8K
$2.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.13K- 2.46% |
$220K - $242K
|
84.4K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.14K- 11.06% |
$221K - $243K
|
17.2K
$2.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.15K- 52.56% |
$223K - $245K
|
1.94K
$309K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.23K- 44.59% |
$231K - $254K
|
2.78K
$441K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.24K- 26.44% |
$232K - $255K
|
6.23K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.28K- 10.87% |
$236K - $259K
|
18.7K
$2.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.28K- 25.54% |
$236K - $260K
|
6.66K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.32K- 1.24% |
$240K - $264K
|
186K
$29.5M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.35K- 17.73% |
$243K - $267K
|
10.9K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.38K- 15.87% |
$246K - $271K
|
12.6K
$2M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.44K- 44.75% |
$252K - $278K
|
3.02K
$479K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.45K- 13.07% |
$253K - $278K
|
16.3K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.46K- 43.93% |
$255K - $280K
|
3.14K
$499K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.47K- 39.71% |
$255K - $281K
|
3.75K
$595K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.5K- 13.21% |
$258K - $284K
|
16.4K
$2.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.52K- 14.96% |
$260K - $286K
|
14.3K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.6K- 10.05% |
$269K - $296K
|
23.3K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.79K- 7.09% |
$288K - $317K
|
36.5K
$5.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.8K- 10.85% |
$289K - $318K
|
23K
$3.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.86K- 51.97% |
$295K - $325K
|
2.64K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.88K- 9.7% |
$298K - $327K
|
26.8K
$4.26M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.97K- 6.25% |
$307K - $337K
|
44.5K
$7.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.97K- 6.97% |
$307K - $337K
|
39.6K
$6.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.03K- 3.87% |
$313K - $344K
|
75.2K
$11.9M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.1K- 14.86% |
$320K - $352K
|
17.7K
$2.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.16K- 15.0% |
$327K - $359K
|
17.9K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.17K- 39.96% |
$328K - $361K
|
4.77K
$757K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.18K- 47.73% |
$329K - $362K
|
3.49K
$554K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.2K- 20.4% |
$331K - $364K
|
12.5K
$1.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.24K- 42.45% |
$335K - $369K
|
4.4K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.25K- 16.32% |
$336K - $369K
|
16.7K
$2.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.27K- 9.1% |
$338K - $371K
|
32.6K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.28K- 1.0% |
$339K - $372K
|
324K
$51.5M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.31K- 34.51% |
$343K - $377K
|
6.29K
$998K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.36K- 39.07% |
$348K - $382K
|
5.25K
$833K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.43K- 27.75% |
$354K - $389K
|
8.92K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.56K- 29.41% |
$368K - $405K
|
8.55K
$1.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.56K- 18.7% |
$368K - $405K
|
15.5K
$2.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.57K- 2.71% |
$369K - $406K
|
128K
$20.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-3.64K- 26.17% |
$376K - $414K
|
10.3K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.66K- 11.63% |
$379K - $416K
|
27.8K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.76K- 25.82% |
$389K - $428K
|
10.8K
$1.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.78K- 55.99% |
$391K - $429K
|
2.97K
$472K
|