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 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-10- 0.72% |
$1.33K - $1.59K
|
1.37K
$213K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-17- 0.35% |
$2.26K - $2.7K
|
4.85K
$753K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-17- 0.37% |
$2.26K - $2.7K
|
4.52K
$702K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 2.33% |
$2.66K - $3.17K
|
840
$130K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 0.36% |
$3.46K - $4.13K
|
7.29K
$1.13M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 3.07% |
$4.26K - $5.08K
|
1.01K
$157K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36- 9.07% |
$4.79K - $5.71K
|
361
$56K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 0.56% |
$5.33K - $6.35K
|
7.16K
$1.11M
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-50- 0.2% |
$6.66K - $7.94K
|
24.9K
$3.87M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54- 3.47% |
$7.19K - $8.57K
|
1.5K
$233K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-61- 6.5% |
$8.12K - $9.68K
|
878
$136K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-67- 2.96% |
$8.92K - $10.6K
|
2.19K
$340K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-75- 2.8% |
$9.99K - $11.9K
|
2.61K
$404K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-77- 0.55% |
$10.3K - $12.2K
|
13.9K
$2.15M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-93- 4.59% |
$12.4K - $14.8K
|
1.93K
$300K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-95- 2.16% |
$12.7K - $15.1K
|
4.3K
$668K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-96- 2.35% |
$12.8K - $15.2K
|
3.99K
$620K
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-100- 5.28% |
$13.3K - $15.9K
|
1.79K
$278K
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-104- 2.92% |
$13.8K - $16.5K
|
3.45K
$536K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-106- 0.94% |
$14.1K - $16.8K
|
11.2K
$1.74M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-127- 0.49% |
$16.9K - $20.2K
|
26K
$4.04M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-128- 0.11% |
$17K - $20.3K
|
117K
$18.1M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-132- 1.09% |
$17.6K - $21K
|
12K
$1.86M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-137- 5.47% |
$18.2K - $21.7K
|
2.37K
$368K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-140- 0.79% |
$18.6K - $22.2K
|
17.6K
$2.74M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-149- 1.99% |
$19.8K - $23.7K
|
7.33K
$1.14M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-159- 1.23% |
$21.2K - $25.2K
|
12.7K
$1.97M
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-169- 2.65% |
$22.5K - $26.8K
|
6.2K
$962K
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-170- 7.97% |
$22.6K - $27K
|
1.96K
$305K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-175- 5.18% |
$23.3K - $27.8K
|
3.2K
$497K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-189- 0.51% |
$25.2K - $30K
|
36.9K
$5.73M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-193- 11.92% |
$25.7K - $30.6K
|
1.43K
$221K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-207- 9.33% |
$27.6K - $32.9K
|
2.01K
$312K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-213- 7.52% |
$28.4K - $33.8K
|
2.62K
$406K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-261- 3.37% |
$34.8K - $41.4K
|
7.48K
$1.16M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-261- 6.91% |
$34.8K - $41.4K
|
3.52K
$546K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-282- 11.65% |
$37.6K - $44.8K
|
2.14K
$332K
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-283- 1.75% |
$37.7K - $44.9K
|
15.9K
$2.47M
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-292- 7.29% |
$38.9K - $46.3K
|
3.72K
$577K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-318- 3.02% |
$42.3K - $50.5K
|
10.2K
$1.59M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-319- 13.23% |
$42.5K - $50.6K
|
2.09K
$325K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-325- 4.02% |
$43.3K - $51.6K
|
7.77K
$1.21M
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-334- 2.92% |
$44.5K - $53K
|
11.1K
$1.72M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-352- 0.66% |
$46.9K - $55.9K
|
53.1K
$8.25M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-358- 0.99% |
$47.7K - $56.8K
|
35.7K
$5.54M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-363- 1.48% |
$48.3K - $57.6K
|
24.1K
$3.74M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-364- 0.35% |
$48.5K - $57.8K
|
103K
$16M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-399- 10.45% |
$53.1K - $63.3K
|
3.42K
$531K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-426- 1.65% |
$56.7K - $67.6K
|
25.3K
$3.93M
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-445- 1.61% |
$59.3K - $70.6K
|
27.1K
$4.21M
|