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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.86K- 17.6% |
$290K - $353K
|
13.4K
$2.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-2.88K- 8.25% |
$292K - $356K
|
32K
$5.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.05K- 24.15% |
$309K - $376K
|
9.58K
$1.59M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-3.07K- 1.29% |
$311K - $379K
|
236K
$39.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.18K- 9.75% |
$322K - $392K
|
29.4K
$4.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.27K- 76.57% |
$331K - $403K
|
1K
$166K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.39K- 20.41% |
$344K - $418K
|
13.2K
$2.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.4K- 37.54% |
$344K - $419K
|
5.66K
$938K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.5K- 7.63% |
$354K - $431K
|
42.4K
$7.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-3.84K- 2.52% |
$389K - $474K
|
149K
$24.7M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.89K- 11.31% |
$394K - $480K
|
30.5K
$5.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.9K- 21.58% |
$395K - $481K
|
14.2K
$2.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.91K- 4.56% |
$396K - $482K
|
81.7K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.91K- 2.1% |
$396K - $482K
|
182K
$30.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.25K- 34.04% |
$431K - $524K
|
8.24K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.89K- 5.8% |
$496K - $603K
|
79.5K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.98K- 59.85% |
$504K - $614K
|
3.34K
$554K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-5.12K- 15.98% |
$519K - $631K
|
26.9K
$4.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-5.36K- 2.71% |
$543K - $661K
|
193K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.51K- 8.31% |
$558K - $679K
|
60.8K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.56K- 20.79% |
$563K - $686K
|
21.2K
$3.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.57K- 9.99% |
$565K - $687K
|
50.2K
$8.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-5.74K- 2.68% |
$581K - $708K
|
209K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.03K- 0.66% |
$611K - $743K
|
903K
$150M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-6.4K- 62.29% |
$648K - $789K
|
3.87K
$642K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-6.66K- 11.6% |
$674K - $821K
|
50.7K
$8.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.27K- 77.42% |
$737K - $896K
|
2.12K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.6K- 16.49% |
$770K - $937K
|
38.5K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.81KClosed |
$791K - $963K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.9K- 44.97% |
$800K - $974K
|
9.67K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-7.92K- 15.06% |
$802K - $976K
|
44.7K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-8.58K- 42.61% |
$869K - $1.06M
|
11.6K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.17K- 82.96% |
$929K - $1.13M
|
1.88K
$312K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.22K- 23.06% |
$934K - $1.14M
|
30.7K
$5.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-11.2K- 35.83% |
$1.13M - $1.38M
|
20K
$3.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.6K- 43.66% |
$1.17M - $1.42M
|
14.9K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.6K- 2.68% |
$1.17M - $1.43M
|
421K
$69.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.9K- 51.17% |
$1.41M - $1.72M
|
13.3K
$2.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-15.9K- 52.2% |
$1.61M - $1.96M
|
14.5K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-18.1K- 89.99% |
$1.84M - $2.23M
|
2.02K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19.2K- 91.41% |
$1.95M - $2.37M
|
1.81K
$300K
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-21.3K- 92.19% |
$2.15M - $2.62M
|
1.8K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-27.6K- 23.61% |
$2.8M - $3.41M
|
89.4K
$14.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-28.7K- 99.98% |
$2.91M - $3.54M
|
5
$829
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.9K- 12.88% |
$3.33M - $4.05M
|
222K
$36.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-38.8K- 8.16% |
$3.93M - $4.79M
|
437K
$72.5M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-39.6K- 80.2% |
$4.01M - $4.89M
|
9.78K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-41.8K- 72.57% |
$4.23M - $5.15M
|
15.8K
$2.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-62.4K- 55.08% |
$6.32M - $7.69M
|
50.9K
$8.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-64.6K- 1.5% |
$6.55M - $7.97M
|
4.25M
$704M
|