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
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.75K- 14.0% |
$366K - $436K
|
16.9K
$2.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.75K- 83.27% |
$366K - $436K
|
552
$88.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-2.75K- 8.97% |
$367K - $437K
|
28K
$4.5M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.84K- 9.36% |
$379K - $451K
|
27.5K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-2.87K- 49.96% |
$382K - $455K
|
2.87K
$462K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.88K- 8.64% |
$384K - $458K
|
30.5K
$4.91M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.96K- 58.09% |
$394K - $469K
|
2.13K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.98K- 5.09% |
$396K - $472K
|
55.5K
$8.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.05K- 7.73% |
$407K - $485K
|
36.4K
$5.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.08K- 8.03% |
$410K - $489K
|
35.3K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.09K- 43.06% |
$411K - $490K
|
4.08K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.12K- 16.85% |
$416K - $496K
|
15.4K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.17K- 10.01% |
$423K - $504K
|
28.5K
$4.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.18K- 10.35% |
$423K - $504K
|
27.5K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.21K- 5.49% |
$427K - $509K
|
55.2K
$8.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.21K- 8.82% |
$428K - $510K
|
33.2K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.34K- 15.09% |
$445K - $530K
|
18.8K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-3.48K- 67.3% |
$464K - $553K
|
1.69K
$272K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.52K- 19.11% |
$469K - $559K
|
14.9K
$2.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.63K- 12.52% |
$484K - $577K
|
25.4K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.66K- 2.87% |
$487K - $580K
|
124K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.71K- 3.08% |
$494K - $589K
|
117K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.74K- 4.94% |
$497K - $593K
|
71.9K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.79K- 3.54% |
$504K - $601K
|
103K
$16.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 2.91% |
$509K - $607K
|
128K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.92K- 7.97% |
$521K - $622K
|
45.2K
$7.28M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.96K- 4.53% |
$528K - $629K
|
83.5K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.04K- 60.43% |
$537K - $640K
|
2.64K
$425K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.15K- 2.54% |
$553K - $659K
|
159K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.17K- 5.37% |
$555K - $661K
|
73.4K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.26K- 5.54% |
$567K - $676K
|
72.6K
$11.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.36K- 33.74% |
$580K - $692K
|
8.56K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.45K- 20.28% |
$593K - $707K
|
17.5K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.49K- 7.49% |
$598K - $713K
|
55.4K
$8.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.5K- 55.25% |
$599K - $714K
|
3.64K
$586K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.56K- 4.13% |
$607K - $724K
|
106K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.58K- 97.2% |
$609K - $726K
|
132
$21.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.71K- 6.66% |
$627K - $747K
|
66K
$10.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.73K- 15.79% |
$630K - $751K
|
25.2K
$4.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5K- 1.37% |
$666K - $793K
|
360K
$57.9M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.25K- 21.62% |
$699K - $833K
|
19K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.34K- 9.55% |
$712K - $848K
|
50.6K
$8.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.44K- 1.64% |
$724K - $863K
|
325K
$52.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.62K- 41.03% |
$748K - $892K
|
8.08K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.67K- 6.77% |
$755K - $900K
|
78.1K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.81K- 90.07% |
$773K - $921K
|
640
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.92K- 3.29% |
$788K - $939K
|
174K
$28M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.99K- 8.74% |
$798K - $951K
|
62.6K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6.42K- 5.68% |
$855K - $1.02M
|
107K
$17.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
SELL
|
- |
-6.49K- 11.19% |
$864K - $1.03M
|
51.5K
$8.29M
|