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 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.5K- 48.46% |
$865K - $1.03M
|
6.91K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.51K- 18.58% |
$867K - $1.03M
|
28.5K
$4.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-6.57K- 5.32% |
$875K - $1.04M
|
117K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.61K- 10.01% |
$880K - $1.05M
|
59.4K
$9.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-6.71K- 6.43% |
$894K - $1.07M
|
97.6K
$15.7M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-7.01K- 9.21% |
$933K - $1.11M
|
69.1K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.14K- 4.47% |
$951K - $1.13M
|
153K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-7.3K- 83.84% |
$971K - $1.16M
|
1.41K
$227K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.37K- 10.39% |
$981K - $1.17M
|
63.5K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.67K- 19.46% |
$1.02M - $1.22M
|
31.8K
$5.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-7.99K- 6.78% |
$1.06M - $1.27M
|
110K
$17.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-8.16K- 15.25% |
$1.09M - $1.29M
|
45.3K
$7.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-8.44K- 39.39% |
$1.12M - $1.34M
|
13K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.65K- 17.55% |
$1.15M - $1.37M
|
40.6K
$6.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.09K- 21.5% |
$1.21M - $1.44M
|
33.2K
$5.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.1K- 7.8% |
$1.21M - $1.44M
|
108K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.18K- 5.04% |
$1.22M - $1.46M
|
173K
$27.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.28K- 6.95% |
$1.24M - $1.47M
|
124K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-9.29K- 19.88% |
$1.24M - $1.48M
|
37.4K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.46K- 1.99% |
$1.26M - $1.5M
|
465K
$75M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.56K- 7.42% |
$1.27M - $1.52M
|
119K
$19.2M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.82K- 39.46% |
$1.31M - $1.56M
|
15.1K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-9.98K- 50.6% |
$1.33M - $1.58M
|
9.74K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.3K- 11.88% |
$1.37M - $1.64M
|
76.5K
$12.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.5K- 13.91% |
$1.4M - $1.66M
|
64.8K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.6K- 18.49% |
$1.41M - $1.68M
|
46.8K
$7.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-11.8K- 8.03% |
$1.57M - $1.88M
|
135K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 2.87% |
$1.6M - $1.91M
|
407K
$65.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.5K- 14.57% |
$1.67M - $1.99M
|
73.4K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.6K- 3.1% |
$1.68M - $2.01M
|
395K
$63.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-13.8K- 39.07% |
$1.83M - $2.18M
|
21.5K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-14.4K- 31.25% |
$1.91M - $2.28M
|
31.6K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.8K- 45.95% |
$1.97M - $2.35M
|
17.4K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 7.86% |
$1.98M - $2.36M
|
174K
$28.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 4.89% |
$1.98M - $2.36M
|
289K
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16K- 8.71% |
$2.13M - $2.54M
|
168K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-16.2K- 51.47% |
$2.16M - $2.58M
|
15.3K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.1K- 4.51% |
$2.28M - $2.72M
|
363K
$58.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19.3K- 56.89% |
$2.57M - $3.06M
|
14.6K
$2.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 14.67% |
$2.72M - $3.24M
|
119K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.3K- 2.97% |
$2.97M - $3.54M
|
728K
$117M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-24K- 53.16% |
$3.2M - $3.81M
|
21.2K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-27K- 9.09% |
$3.6M - $4.29M
|
270K
$43.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-28.4K- 2.51% |
$3.78M - $4.51M
|
1.1M
$178M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31K- 76.21% |
$4.13M - $4.92M
|
9.68K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-33.3K- 11.32% |
$4.44M - $5.29M
|
261K
$42.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-35.6K- 40.58% |
$4.74M - $5.65M
|
52.1K
$8.39M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.5K- 8.85% |
$4.86M - $5.79M
|
375K
$60.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-37.9K- 46.79% |
$5.05M - $6.02M
|
43.1K
$6.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.2K- 5.51% |
$6.41M - $7.65M
|
826K
$133M
|