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 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-447- 0.85% |
$59.5K - $71K
|
52.3K
$8.12M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-479- 3.28% |
$63.8K - $76K
|
14.1K
$2.19M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-504- 6.83% |
$67.1K - $80K
|
6.87K
$1.07M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-524- 1.77% |
$69.8K - $83.2K
|
29K
$4.5M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-552- 2.22% |
$73.5K - $87.6K
|
24.4K
$3.78M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-573- 4.06% |
$76.3K - $91K
|
13.5K
$2.1M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-580- 4.26% |
$77.2K - $92.1K
|
13K
$2.02M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-585- 1.35% |
$77.9K - $92.9K
|
42.7K
$6.63M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-616- 11.84% |
$82K - $97.8K
|
4.59K
$712K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-624- 1.86% |
$83.1K - $99K
|
32.9K
$5.1M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-646- 6.43% |
$86K - $103K
|
9.4K
$1.46M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-831- 17.12% |
$111K - $132K
|
4.02K
$625K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-853- 1.58% |
$114K - $135K
|
53.2K
$8.26M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-900- 8.58% |
$120K - $143K
|
9.59K
$1.49M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-908- 16.67% |
$121K - $144K
|
4.54K
$704K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.01K- 0.95% |
$135K - $161K
|
106K
$16.4M
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.19K- 1.61% |
$158K - $189K
|
72.8K
$11.3M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.32K- 31.66% |
$176K - $210K
|
2.86K
$443K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.38K- 9.01% |
$183K - $218K
|
13.9K
$2.16M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.4K- 2.19% |
$186K - $222K
|
62.5K
$9.7M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.4K- 19.88% |
$186K - $222K
|
5.64K
$875K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 9.16% |
$209K - $249K
|
15.6K
$2.42M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.82K- 3.34% |
$242K - $289K
|
52.6K
$8.17M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.16K- 9.01% |
$288K - $343K
|
21.9K
$3.39M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.19K- 10.39% |
$291K - $347K
|
18.8K
$2.93M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.21K- 4.42% |
$294K - $351K
|
47.8K
$7.41M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.24K- 2.43% |
$298K - $355K
|
90K
$14M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.35K- 1.94% |
$313K - $373K
|
119K
$18.5M
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 9.69% |
$320K - $381K
|
22.4K
$3.47M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.62K- 3.72% |
$348K - $415K
|
67.8K
$10.5M
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.08K- 8.03% |
$410K - $489K
|
35.3K
$5.48M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.21K- 5.49% |
$427K - $509K
|
55.2K
$8.57M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.52K- 19.11% |
$469K - $559K
|
14.9K
$2.31M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.63K- 12.52% |
$484K - $577K
|
25.4K
$3.94M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 2.91% |
$509K - $607K
|
128K
$19.8M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.96K- 4.53% |
$528K - $629K
|
83.5K
$13M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.36K- 33.74% |
$580K - $692K
|
8.56K
$1.33M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.45K- 20.28% |
$593K - $707K
|
17.5K
$2.72M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.99K- 8.74% |
$798K - $951K
|
62.6K
$9.71M
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-7.99K- 6.78% |
$1.06M - $1.27M
|
110K
$17M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.09K- 21.5% |
$1.21M - $1.44M
|
33.2K
$5.15M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.82K- 39.46% |
$1.31M - $1.56M
|
15.1K
$2.34M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.6K- 18.49% |
$1.41M - $1.68M
|
46.8K
$7.26M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-11.8K- 8.03% |
$1.57M - $1.88M
|
135K
$21M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.5K- 14.57% |
$1.67M - $1.99M
|
73.4K
$11.4M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-28.4K- 2.51% |
$3.78M - $4.51M
|
1.1M
$171M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-37.9K- 46.79% |
$5.05M - $6.02M
|
43.1K
$6.69M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.9K- 6.21% |
$7.57M - $9.03M
|
859K
$133M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-57.4K- 79.79% |
$7.64M - $9.11M
|
14.5K
$2.26M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-155K- 14.5% |
$20.6M - $24.6M
|
913K
$142M
|