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 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-141- 1.73% |
$18.8K - $22.4K
|
8.01K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-142- 0.34% |
$18.9K - $22.5K
|
41.5K
$6.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-148- 2.47% |
$19.7K - $23.5K
|
5.84K
$939K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-149- 1.99% |
$19.8K - $23.7K
|
7.33K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-150- 43.73% |
$20K - $23.8K
|
193
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-152- 5.89% |
$20.2K - $24.1K
|
2.43K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-159- 0.31% |
$21.2K - $25.2K
|
50.6K
$8.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-159- 1.23% |
$21.2K - $25.2K
|
12.7K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-160- 1.55% |
$21.3K - $25.4K
|
10.1K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-162- 4.61% |
$21.6K - $25.7K
|
3.35K
$539K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-169- 2.65% |
$22.5K - $26.8K
|
6.2K
$998K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-170- 7.97% |
$22.6K - $27K
|
1.96K
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-174- 25.78% |
$23.2K - $27.6K
|
501
$80.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-175- 5.18% |
$23.3K - $27.8K
|
3.2K
$516K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 9.37% |
$24.6K - $29.4K
|
1.79K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-185- 21.89% |
$24.6K - $29.4K
|
660
$106K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-189- 0.51% |
$25.2K - $30K
|
36.9K
$5.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-192- 0.93% |
$25.6K - $30.5K
|
20.6K
$3.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-193- 11.92% |
$25.7K - $30.6K
|
1.43K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-201- 9.89% |
$26.8K - $31.9K
|
1.83K
$295K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-207- 9.33% |
$27.6K - $32.9K
|
2.01K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-209- 2.08% |
$27.8K - $33.2K
|
9.85K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-213- 7.52% |
$28.4K - $33.8K
|
2.62K
$421K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-219- 10.98% |
$29.2K - $34.8K
|
1.78K
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-225- 8.0% |
$30K - $35.7K
|
2.59K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-225- 2.36% |
$30K - $35.7K
|
9.32K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-230- 1.26% |
$30.6K - $36.5K
|
18K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-234- 1.03% |
$31.2K - $37.1K
|
22.4K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-236- 11.84% |
$31.4K - $37.5K
|
1.76K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-238- 0.77% |
$31.7K - $37.8K
|
30.7K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-242- 1.68% |
$32.2K - $38.4K
|
14.2K
$2.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-247- 1.71% |
$32.9K - $39.2K
|
14.2K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-252- 11.08% |
$33.6K - $40K
|
2.02K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-255- 1.61% |
$34K - $40.5K
|
15.6K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-261- 0.67% |
$34.8K - $41.4K
|
38.8K
$6.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-261- 6.91% |
$34.8K - $41.4K
|
3.52K
$566K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-261- 3.37% |
$34.8K - $41.4K
|
7.48K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-263- 11.16% |
$35K - $41.7K
|
2.09K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
SELL
|
- |
-275- 2.28% |
$36.6K - $43.7K
|
11.8K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-281- 17.41% |
$37.4K - $44.6K
|
1.33K
$215K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-282- 11.65% |
$37.6K - $44.8K
|
2.14K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-283- 1.75% |
$37.7K - $44.9K
|
15.9K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-286- 12.92% |
$38.1K - $45.4K
|
1.93K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-292- 7.29% |
$38.9K - $46.3K
|
3.72K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-292- 2.67% |
$38.9K - $46.3K
|
10.7K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-294- 16.96% |
$39.1K - $46.7K
|
1.44K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-295- 2.56% |
$39.3K - $46.8K
|
11.2K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-296- 6.31% |
$39.4K - $47K
|
4.4K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-300- 8.67% |
$39.9K - $47.6K
|
3.16K
$509K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-300- 9.97% |
$39.9K - $47.6K
|
2.71K
$436K
|