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 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-286- 12.92% |
$38.1K - $45.4K
|
1.93K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-292- 7.29% |
$38.9K - $46.3K
|
3.72K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-292- 2.67% |
$38.9K - $46.3K
|
10.7K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-294- 16.96% |
$39.1K - $46.7K
|
1.44K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-295- 2.56% |
$39.3K - $46.8K
|
11.2K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-296- 6.31% |
$39.4K - $47K
|
4.4K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-300- 8.67% |
$39.9K - $47.6K
|
3.16K
$415K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-300- 9.97% |
$39.9K - $47.6K
|
2.71K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-310- 8.61% |
$41.3K - $49.2K
|
3.29K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-314- 4.08% |
$41.8K - $49.8K
|
7.38K
$970K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-314- 3.55% |
$41.8K - $49.8K
|
8.53K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-318- 3.02% |
$42.3K - $50.5K
|
10.2K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-319- 13.23% |
$42.5K - $50.6K
|
2.09K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-322- 0.45% |
$42.9K - $51.1K
|
71.6K
$9.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-325- 4.02% |
$43.3K - $51.6K
|
7.77K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-330- 6.17% |
$43.9K - $52.4K
|
5.02K
$659K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-334- 2.92% |
$44.5K - $53K
|
11.1K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-335- 3.34% |
$44.6K - $53.2K
|
9.7K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-339- 2.19% |
$45.1K - $53.8K
|
15.2K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-345- 10.91% |
$45.9K - $54.8K
|
2.82K
$370K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-348- 10.28% |
$46.3K - $55.2K
|
3.04K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-348- 4.87% |
$46.3K - $55.2K
|
6.79K
$892K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-350- 15.62% |
$46.6K - $55.6K
|
1.89K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-350- 8.97% |
$46.6K - $55.6K
|
3.55K
$467K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-350- 3.39% |
$46.6K - $55.6K
|
9.98K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-351- 0.3% |
$46.7K - $55.7K
|
118K
$15.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-352- 0.66% |
$46.9K - $55.9K
|
53.1K
$6.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-358- 0.99% |
$47.7K - $56.8K
|
35.7K
$4.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-363- 1.48% |
$48.3K - $57.6K
|
24.1K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-364- 0.35% |
$48.5K - $57.8K
|
103K
$13.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-370- 1.89% |
$49.3K - $58.7K
|
19.2K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-375- 18.78% |
$49.9K - $59.5K
|
1.62K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-381- 4.9% |
$50.7K - $60.5K
|
7.39K
$971K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-396- 8.56% |
$52.7K - $62.9K
|
4.23K
$556K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-399- 10.45% |
$53.1K - $63.3K
|
3.42K
$449K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-400- 7.94% |
$53.3K - $63.5K
|
4.64K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-412- 2.15% |
$54.9K - $65.4K
|
18.8K
$2.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-414- 0.65% |
$55.1K - $65.7K
|
63K
$8.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-426- 1.65% |
$56.7K - $67.6K
|
25.3K
$3.33M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-441- 3.21% |
$58.7K - $70K
|
13.3K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-442- 0.95% |
$58.9K - $70.2K
|
46.3K
$6.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-445- 1.61% |
$59.3K - $70.6K
|
27.1K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-447- 9.61% |
$59.5K - $71K
|
4.2K
$552K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-447- 0.85% |
$59.5K - $71K
|
52.3K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-456- 25.97% |
$60.7K - $72.4K
|
1.3K
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-457- 5.0% |
$60.9K - $72.5K
|
8.68K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-471- 7.85% |
$62.7K - $74.8K
|
5.53K
$726K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-479- 3.28% |
$63.8K - $76K
|
14.1K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-484- 11.25% |
$64.4K - $76.8K
|
3.82K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-500- 19.65% |
$66.6K - $79.4K
|
2.04K
$268K
|