Purchases and Sales Made in Q3 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 2024. 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 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-35- 0.32% |
$4.66K - $5.56K
|
11K
$1.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36- 9.07% |
$4.79K - $5.71K
|
361
$58.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-39- 0.79% |
$5.19K - $6.19K
|
4.87K
$787K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 0.56% |
$5.33K - $6.35K
|
7.16K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-48- 2.26% |
$6.39K - $7.62K
|
2.08K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-49- 0.8% |
$6.52K - $7.78K
|
6.05K
$978K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-50- 0.2% |
$6.66K - $7.94K
|
24.9K
$4.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 0.89% |
$6.66K - $7.94K
|
5.54K
$896K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-51- 2.09% |
$6.79K - $8.1K
|
2.39K
$386K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54- 3.47% |
$7.19K - $8.57K
|
1.5K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60- 1.56% |
$7.99K - $9.52K
|
3.8K
$614K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-60- 2.18% |
$7.99K - $9.52K
|
2.69K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-60- 5.73% |
$7.99K - $9.52K
|
987
$160K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-61- 6.5% |
$8.12K - $9.68K
|
878
$142K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-65- 3.13% |
$8.66K - $10.3K
|
2.02K
$326K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-67- 2.96% |
$8.92K - $10.6K
|
2.19K
$355K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-71- 42.77% |
$9.45K - $11.3K
|
95
$15.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-73- 0.73% |
$9.72K - $11.6K
|
9.9K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-75- 2.8% |
$9.99K - $11.9K
|
2.61K
$421K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-75- 2.54% |
$9.99K - $11.9K
|
2.88K
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-77- 0.55% |
$10.3K - $12.2K
|
13.9K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-81- 0.68% |
$10.8K - $12.9K
|
11.9K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-87- 0.77% |
$11.6K - $13.8K
|
11.3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-87- 3.36% |
$11.6K - $13.8K
|
2.5K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-88- 2.11% |
$11.7K - $14K
|
4.09K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-92- 0.47% |
$12.3K - $14.6K
|
19.3K
$3.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-93- 4.59% |
$12.4K - $14.8K
|
1.93K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-94- 0.91% |
$12.5K - $14.9K
|
10.2K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-94- 1.24% |
$12.5K - $14.9K
|
7.47K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-95- 1.31% |
$12.7K - $15.1K
|
7.17K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-95- 2.16% |
$12.7K - $15.1K
|
4.3K
$696K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-96- 2.35% |
$12.8K - $15.2K
|
3.99K
$646K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-98- 0.13% |
$13K - $15.6K
|
75.9K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.3% |
$13.3K - $15.9K
|
33.6K
$5.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.98% |
$13.3K - $15.9K
|
10.1K
$1.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-100- 5.28% |
$13.3K - $15.9K
|
1.79K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 2.85% |
$13.3K - $15.9K
|
3.41K
$552K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-101- 5.45% |
$13.4K - $16K
|
1.75K
$283K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-104- 2.92% |
$13.8K - $16.5K
|
3.45K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-105- 3.91% |
$14K - $16.7K
|
2.58K
$417K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-106- 0.94% |
$14.1K - $16.8K
|
11.2K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-107- 0.7% |
$14.2K - $17K
|
15.1K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-109- 5.2% |
$14.5K - $17.3K
|
1.99K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-115- 21.99% |
$15.3K - $18.3K
|
408
$66K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-120- 0.34% |
$16K - $19K
|
35.4K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-120- 8.05% |
$16K - $19K
|
1.37K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-127- 0.49% |
$16.9K - $20.2K
|
26K
$4.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-128- 0.11% |
$17K - $20.3K
|
117K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-130- 6.65% |
$17.3K - $20.6K
|
1.83K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-131- 6.64% |
$17.4K - $20.8K
|
1.84K
$298K
|