Purchases and Sales Made in Q2 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.06K- 12.18% |
$94K - $116K
|
7.64K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.07K- 10.3% |
$95K - $117K
|
9.33K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.08K- 3.42% |
$95.7K - $118K
|
30.5K
$4.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.11K- 15.65% |
$98.5K - $122K
|
5.99K
$908K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.13K- 30.1% |
$99.8K - $123K
|
2.61K
$396K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.13K- 2.86% |
$100K - $124K
|
38.4K
$5.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 10.43% |
$101K - $124K
|
9.78K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.17K- 6.37% |
$103K - $128K
|
17.2K
$2.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.22K- 6.97% |
$108K - $133K
|
16.2K
$2.46M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.28K- 34.87% |
$114K - $140K
|
2.39K
$363K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.28K- 4.38% |
$114K - $140K
|
28K
$4.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 1.08% |
$119K - $147K
|
122K
$18.6M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.37K- 1.7% |
$121K - $150K
|
79K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 2.97% |
$123K - $151K
|
45.3K
$6.87M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.43K- 8.12% |
$126K - $156K
|
16.1K
$2.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.62K- 6.56% |
$143K - $177K
|
23K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.62K- 3.42% |
$144K - $178K
|
45.8K
$6.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.63K- 25.68% |
$145K - $179K
|
4.73K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.64K- 6.06% |
$145K - $179K
|
25.4K
$3.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.64K- 4.33% |
$145K - $179K
|
36.2K
$5.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.69K- 1.91% |
$149K - $184K
|
86.5K
$13.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.71K- 30.99% |
$151K - $187K
|
3.8K
$577K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.76K- 2.15% |
$156K - $192K
|
79.9K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.92K- 8.49% |
$171K - $210K
|
20.7K
$3.15M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.94K- 3.92% |
$172K - $212K
|
47.4K
$7.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.14K- 12.93% |
$189K - $234K
|
14.4K
$2.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.19K- 17.24% |
$195K - $240K
|
10.5K
$1.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2.23K- 90.08% |
$197K - $243K
|
245
$37.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.26K- 8.75% |
$200K - $247K
|
23.6K
$3.58M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.44K- 2.14% |
$217K - $267K
|
112K
$16.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.45K- 15.96% |
$217K - $268K
|
12.9K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.53K- 28.88% |
$224K - $276K
|
6.22K
$943K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.73K- 1.43% |
$242K - $298K
|
188K
$28.5M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-2.79K- 1.15% |
$248K - $305K
|
240K
$36.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-2.97K- 4.53% |
$264K - $325K
|
62.7K
$9.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.01K- 5.22% |
$267K - $330K
|
54.8K
$8.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.08K- 3.48% |
$273K - $336K
|
85.4K
$12.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.15K- 4.04% |
$280K - $345K
|
74.8K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.15K- 18.05% |
$280K - $345K
|
14.3K
$2.17M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.53K- 3.76% |
$313K - $386K
|
90.2K
$13.7M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.6K- 4.95% |
$319K - $394K
|
69.1K
$10.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-3.78K- 10.34% |
$335K - $413K
|
32.8K
$4.97M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.93K- 32.55% |
$348K - $430K
|
8.14K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.93K- 24.4% |
$349K - $430K
|
12.2K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.17K- 44.71% |
$370K - $456K
|
5.16K
$783K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.42K- 3.23% |
$392K - $483K
|
132K
$20M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-4.83K- 6.59% |
$428K - $528K
|
68.4K
$10.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.91K- 8.96% |
$435K - $537K
|
49.8K
$7.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.96K- 1.35% |
$439K - $542K
|
363K
$55.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.99K- 6.0% |
$443K - $546K
|
78.2K
$11.9M
|