Purchases and Sales Made in Q4 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-275- 1.18% |
$27.9K - $33.9K
|
23K
$3.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-279- 0.39% |
$28.3K - $34.4K
|
70.4K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-280- 40.23% |
$28.4K - $34.5K
|
416
$66.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-285- 1.21% |
$28.9K - $35.1K
|
23.2K
$3.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-294- 14.98% |
$29.8K - $36.3K
|
1.67K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-298- 14.91% |
$30.2K - $36.7K
|
1.7K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-298- 2.63% |
$30.2K - $36.7K
|
11K
$1.78M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-300- 7.39% |
$30.4K - $37K
|
3.76K
$605K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-305- 1.61% |
$30.9K - $37.6K
|
18.6K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-306- 2.01% |
$31K - $37.7K
|
14.9K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-323- 3.57% |
$32.7K - $39.8K
|
8.73K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-327- 0.95% |
$33.1K - $40.3K
|
33.9K
$5.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-329- 1.09% |
$33.3K - $40.6K
|
29.8K
$4.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-337- 2.86% |
$34.1K - $41.6K
|
11.4K
$1.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-353- 15.21% |
$35.8K - $43.5K
|
1.97K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-356- 1.92% |
$36.1K - $43.9K
|
18.2K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-361- 8.7% |
$36.6K - $44.5K
|
3.79K
$609K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-376- 1.67% |
$38.1K - $46.4K
|
22.1K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-400- 16.46% |
$40.5K - $49.3K
|
2.03K
$327K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-400- 16.37% |
$40.5K - $49.3K
|
2.04K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-400- 2.4% |
$40.5K - $49.3K
|
16.3K
$2.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-404- 3.9% |
$40.9K - $49.8K
|
9.95K
$1.6M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-425- 2.4% |
$43.1K - $52.4K
|
17.3K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-428- 7.17% |
$43.4K - $52.8K
|
5.54K
$892K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-430- 0.67% |
$43.6K - $53K
|
63.9K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-443- 0.43% |
$44.9K - $54.6K
|
103K
$16.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-450- 20.19% |
$45.6K - $55.5K
|
1.78K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-451- 19.46% |
$45.7K - $55.6K
|
1.87K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-468- 15.95% |
$47.4K - $57.7K
|
2.47K
$397K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-491- 6.18% |
$49.7K - $60.5K
|
7.46K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-492- 11.69% |
$49.8K - $60.7K
|
3.72K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-512- 1.29% |
$51.9K - $63.1K
|
39.1K
$6.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-522- 7.66% |
$52.9K - $64.4K
|
6.29K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-534- 12.14% |
$54.1K - $65.8K
|
3.86K
$622K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-546- 32.04% |
$55.3K - $67.3K
|
1.16K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-552- 9.4% |
$55.9K - $68.1K
|
5.32K
$856K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-605- 9.99% |
$61.3K - $74.6K
|
5.45K
$877K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-607- 1.66% |
$61.5K - $74.8K
|
36K
$5.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-609- 6.54% |
$61.7K - $75.1K
|
8.7K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-642- 3.82% |
$65K - $79.2K
|
16.2K
$2.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-658- 38.21% |
$66.7K - $81.1K
|
1.06K
$171K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-667- 3.9% |
$67.6K - $82.2K
|
16.4K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-670- 1.51% |
$67.9K - $82.6K
|
43.8K
$7.05M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-704- 15.03% |
$71.3K - $86.8K
|
3.98K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-704- 3.18% |
$71.3K - $86.8K
|
21.4K
$3.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-710- 2.38% |
$71.9K - $87.6K
|
29.1K
$4.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-728- 23.35% |
$73.8K - $89.8K
|
2.39K
$385K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-729- 24.23% |
$73.9K - $89.9K
|
2.28K
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-799- 11.39% |
$80.9K - $98.5K
|
6.22K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-825- 4.41% |
$83.6K - $102K
|
17.9K
$2.88M
|