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 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.29K- 7.93% |
$172K - $205K
|
15K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.32K- 31.66% |
$176K - $210K
|
2.86K
$460K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.35K- 99.93% |
$180K - $214K
|
1
$161
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.35K- 45.64% |
$180K - $214K
|
1.61K
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.36K- 36.24% |
$181K - $215K
|
2.39K
$384K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.38K- 9.01% |
$183K - $218K
|
13.9K
$2.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.38K- 8.77% |
$184K - $219K
|
14.4K
$2.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.4K- 2.19% |
$186K - $222K
|
62.5K
$10.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.4K- 19.88% |
$186K - $222K
|
5.64K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 32.01% |
$188K - $224K
|
3K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.42K- 15.79% |
$189K - $225K
|
7.56K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.54K- 48.42% |
$206K - $245K
|
1.65K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 6.82% |
$206K - $245K
|
21.1K
$3.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 9.16% |
$209K - $249K
|
15.6K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.61K- 6.69% |
$215K - $256K
|
22.5K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.66K- 21.82% |
$222K - $264K
|
5.96K
$960K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.68K- 29.95% |
$224K - $267K
|
3.93K
$633K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.76K- 2.36% |
$234K - $279K
|
72.6K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.76K- 10.33% |
$235K - $280K
|
15.3K
$2.46M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.78K- 4.8% |
$237K - $283K
|
35.3K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.78K- 9.9% |
$237K - $283K
|
16.2K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.8K- 1.8% |
$239K - $285K
|
97.8K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.82K- 3.34% |
$242K - $289K
|
52.6K
$8.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.89K- 10.41% |
$252K - $300K
|
16.3K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.89K- 18.94% |
$252K - $300K
|
8.1K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.96K- 10.67% |
$261K - $312K
|
16.4K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.99K- 0.99% |
$265K - $316K
|
200K
$32.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.99K- 2.73% |
$265K - $316K
|
71K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.01K- 50.35% |
$267K - $318K
|
1.98K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 4.38% |
$275K - $328K
|
45.1K
$7.26M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.15K- 36.25% |
$286K - $341K
|
3.78K
$608K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.16K- 9.01% |
$288K - $343K
|
21.9K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.17K- 8.69% |
$288K - $344K
|
22.7K
$3.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.19K- 10.39% |
$291K - $347K
|
18.8K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.21K- 0.68% |
$294K - $350K
|
322K
$51.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.21K- 4.42% |
$294K - $351K
|
47.8K
$7.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.24K- 2.43% |
$298K - $355K
|
90K
$14.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.25K- 22.65% |
$300K - $357K
|
7.69K
$1.24M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.28KClosed |
$304K - $363K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.3K- 38.72% |
$306K - $365K
|
3.64K
$586K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.35K- 1.94% |
$313K - $373K
|
119K
$19.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.36K- 13.7% |
$314K - $374K
|
14.8K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 9.69% |
$320K - $381K
|
22.4K
$3.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.48K- 5.13% |
$330K - $394K
|
45.8K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-2.51K- 7.01% |
$334K - $398K
|
33.3K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.59K- 14.56% |
$345K - $411K
|
15.2K
$2.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.62K- 3.72% |
$348K - $415K
|
67.8K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.62K- 4.57% |
$349K - $416K
|
54.7K
$8.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.67K- 28.19% |
$355K - $423K
|
6.79K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.74KClosed |
$365K - $436K
|
0
$0
|