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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54- 3.47% |
$7.19K - $8.57K
|
1.5K
$241K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-60- 2.18% |
$7.99K - $9.52K
|
2.69K
$433K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60- 1.56% |
$7.99K - $9.52K
|
3.8K
$611K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-60- 5.73% |
$7.99K - $9.52K
|
987
$159K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-61- 6.5% |
$8.12K - $9.68K
|
878
$141K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-65- 3.13% |
$8.66K - $10.3K
|
2.02K
$324K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-67- 2.96% |
$8.92K - $10.6K
|
2.19K
$353K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-71- 42.77% |
$9.45K - $11.3K
|
95
$15.3K
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-73- 0.73% |
$9.72K - $11.6K
|
9.9K
$1.59M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-75- 2.54% |
$9.99K - $11.9K
|
2.88K
$463K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-75- 2.8% |
$9.99K - $11.9K
|
2.61K
$419K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-77- 0.55% |
$10.3K - $12.2K
|
13.9K
$2.23M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-81- 0.68% |
$10.8K - $12.9K
|
11.9K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-87- 3.36% |
$11.6K - $13.8K
|
2.5K
$402K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-87- 0.77% |
$11.6K - $13.8K
|
11.3K
$1.82M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-88- 2.11% |
$11.7K - $14K
|
4.09K
$658K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-92- 0.47% |
$12.3K - $14.6K
|
19.3K
$3.11M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-93- 4.59% |
$12.4K - $14.8K
|
1.93K
$311K
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-94- 1.24% |
$12.5K - $14.9K
|
7.47K
$1.2M
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-94- 0.91% |
$12.5K - $14.9K
|
10.2K
$1.64M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-95- 2.16% |
$12.7K - $15.1K
|
4.3K
$692K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-95- 1.31% |
$12.7K - $15.1K
|
7.17K
$1.15M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-96- 2.35% |
$12.8K - $15.2K
|
3.99K
$643K
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-98- 0.13% |
$13K - $15.6K
|
75.9K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.3% |
$13.3K - $15.9K
|
33.6K
$5.4M
|
|
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
$289K
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 2.85% |
$13.3K - $15.9K
|
3.41K
$549K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-101- 5.45% |
$13.4K - $16K
|
1.75K
$282K
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-104- 2.92% |
$13.8K - $16.5K
|
3.45K
$556K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-105- 3.91% |
$14K - $16.7K
|
2.58K
$415K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-106- 0.94% |
$14.1K - $16.8K
|
11.2K
$1.8M
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-107- 0.7% |
$14.2K - $17K
|
15.1K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-109- 5.2% |
$14.5K - $17.3K
|
1.99K
$320K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-115- 21.99% |
$15.3K - $18.3K
|
408
$65.7K
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-120- 8.05% |
$16K - $19K
|
1.37K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-120- 0.34% |
$16K - $19K
|
35.4K
$5.7M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-127- 0.49% |
$16.9K - $20.2K
|
26K
$4.19M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-128- 0.11% |
$17K - $20.3K
|
117K
$18.8M
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-130- 6.65% |
$17.3K - $20.6K
|
1.83K
$294K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-131- 6.64% |
$17.4K - $20.8K
|
1.84K
$297K
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-131- 1.69% |
$17.4K - $20.8K
|
7.63K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-132- 1.77% |
$17.6K - $21K
|
7.32K
$1.18M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-132- 3.25% |
$17.6K - $21K
|
3.93K
$632K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-132- 1.09% |
$17.6K - $21K
|
12K
$1.93M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-137- 5.47% |
$18.2K - $21.7K
|
2.37K
$381K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-137- 3.92% |
$18.2K - $21.7K
|
3.36K
$541K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-139- 1.33% |
$18.5K - $22.1K
|
10.3K
$1.66M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-139- 0.92% |
$18.5K - $22.1K
|
14.9K
$2.4M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-140- 0.79% |
$18.6K - $22.2K
|
17.6K
$2.84M
|