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 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-580- 4.26% |
$77.2K - $92.1K
|
13K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-581- 14.74% |
$77.4K - $92.2K
|
3.36K
$541K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-585- 1.35% |
$77.9K - $92.9K
|
42.7K
$6.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-592- 1.86% |
$78.8K - $94K
|
31.2K
$5.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-616- 11.84% |
$82K - $97.8K
|
4.59K
$738K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-619- 4.22% |
$82.4K - $98.3K
|
14.1K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-622- 31.7% |
$82.8K - $98.7K
|
1.34K
$216K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-624- 1.86% |
$83.1K - $99K
|
32.9K
$5.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-637- 3.78% |
$84.8K - $101K
|
16.2K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-646- 6.43% |
$86K - $103K
|
9.4K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-653- 8.76% |
$87K - $104K
|
6.8K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-656- 15.6% |
$87.4K - $104K
|
3.55K
$571K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-674- 2.14% |
$89.7K - $107K
|
30.8K
$4.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-678- 5.66% |
$90.3K - $108K
|
11.3K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-686- 2.04% |
$91.3K - $109K
|
32.9K
$5.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-698- 0.93% |
$92.9K - $111K
|
74.2K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-726- 8.26% |
$96.7K - $115K
|
8.06K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-779- 24.32% |
$104K - $124K
|
2.42K
$390K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-780- 3.32% |
$104K - $124K
|
22.7K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-785- 20.38% |
$105K - $125K
|
3.07K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-800- 3.0% |
$107K - $127K
|
25.9K
$4.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-812- 6.16% |
$108K - $129K
|
12.4K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-828- 1.89% |
$110K - $131K
|
43K
$6.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-831- 17.12% |
$111K - $132K
|
4.02K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-834- 4.03% |
$111K - $132K
|
19.9K
$3.2M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-844- 12.25% |
$112K - $134K
|
6.05K
$973K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-853- 1.58% |
$114K - $135K
|
53.2K
$8.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-871- 14.39% |
$116K - $138K
|
5.18K
$834K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-897- 11.16% |
$119K - $142K
|
7.14K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-900- 8.58% |
$120K - $143K
|
9.59K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-908- 16.67% |
$121K - $144K
|
4.54K
$730K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-936- 3.67% |
$125K - $149K
|
24.6K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-940- 6.37% |
$125K - $149K
|
13.8K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-980- 8.55% |
$130K - $156K
|
10.5K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-989- 2.43% |
$132K - $157K
|
39.7K
$6.39M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.01K- 0.95% |
$135K - $161K
|
106K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 4.91% |
$135K - $161K
|
19.7K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.03K- 33.69% |
$137K - $163K
|
2.02K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.05K- 26.29% |
$139K - $166K
|
2.93K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.06K- 10.51% |
$141K - $168K
|
8.99K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.1K- 9.34% |
$146K - $174K
|
10.7K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.1K- 1.84% |
$146K - $174K
|
58.6K
$9.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.12K- 4.79% |
$149K - $177K
|
22.2K
$3.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.17K- 10.69% |
$156K - $186K
|
9.8K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.18K- 15.36% |
$157K - $188K
|
6.52K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.19K- 1.61% |
$158K - $189K
|
72.8K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.21K- 4.86% |
$161K - $192K
|
23.7K
$3.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.22K- 3.43% |
$162K - $193K
|
34.3K
$5.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.22K- 2.32% |
$163K - $194K
|
51.3K
$8.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.28K- 68.09% |
$170K - $203K
|
600
$96.6K
|