Purchases and Sales Made in Q1 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-20- 0.76% |
$2.35K - $2.73K
|
2.6K
$410K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-21- 5.13% |
$2.47K - $2.87K
|
388
$61.2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 73.33% |
$2.59K - $3K
|
8
$1.26K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-22- 0.16% |
$2.59K - $3K
|
14.1K
$2.22M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-22- 64.71% |
$2.59K - $3K
|
12
$1.89K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-22- 66.67% |
$2.59K - $3K
|
11
$1.73K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23- 0.12% |
$2.7K - $3.14K
|
18.5K
$2.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-23- 0.15% |
$2.7K - $3.14K
|
14.9K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-24- 1.05% |
$2.82K - $3.28K
|
2.27K
$358K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-24- 0.03% |
$2.82K - $3.28K
|
78K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 1.04% |
$2.94K - $3.41K
|
2.38K
$374K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-28- 1.02% |
$3.29K - $3.82K
|
2.72K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-34- 1.7% |
$4K - $4.64K
|
1.97K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-34- 0.33% |
$4K - $4.64K
|
10.4K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-34- 1.77% |
$4K - $4.64K
|
1.89K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-38- 0.76% |
$4.47K - $5.19K
|
4.94K
$778K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-40- 0.29% |
$4.7K - $5.46K
|
13.6K
$2.14M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 3.71% |
$4.7K - $5.46K
|
1.04K
$164K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-47- 1.07% |
$5.52K - $6.42K
|
4.37K
$688K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-49- 0.79% |
$5.76K - $6.69K
|
6.12K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-50- 0.49% |
$5.88K - $6.83K
|
10.2K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-50- 0.48% |
$5.88K - $6.83K
|
10.3K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 1.61% |
$5.88K - $6.83K
|
3.05K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-51- 2.27% |
$5.99K - $6.97K
|
2.2K
$346K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-55- 2.24% |
$6.46K - $7.51K
|
2.4K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-59- 0.77% |
$6.93K - $8.06K
|
7.56K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-59- 3.49% |
$6.93K - $8.06K
|
1.63K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-59- 1.27% |
$6.93K - $8.06K
|
4.6K
$726K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-60- 3.4% |
$7.05K - $8.2K
|
1.71K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-62- 1.68% |
$7.29K - $8.47K
|
3.62K
$571K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-64- 9.54% |
$7.52K - $8.74K
|
607
$95.7K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-64- 15.84% |
$7.52K - $8.74K
|
340
$53.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-66- 10.68% |
$7.76K - $9.01K
|
552
$87K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-69- 2.69% |
$8.11K - $9.42K
|
2.5K
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-74- 4.19% |
$8.7K - $10.1K
|
1.69K
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-76- 0.43% |
$8.93K - $10.4K
|
17.7K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-78- 0.26% |
$9.17K - $10.7K
|
30.4K
$4.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 0.72% |
$9.4K - $10.9K
|
11K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-80- 1.32% |
$9.4K - $10.9K
|
5.99K
$944K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-82- 0.45% |
$9.64K - $11.2K
|
18.1K
$2.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-84- 4.27% |
$9.87K - $11.5K
|
1.88K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-91- 0.93% |
$10.7K - $12.4K
|
9.65K
$1.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-99- 0.79% |
$11.6K - $13.5K
|
12.4K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-100- 17.89% |
$11.8K - $13.7K
|
459
$72.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-101- 53.44% |
$11.9K - $13.8K
|
88
$13.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-102- 1.78% |
$12K - $13.9K
|
5.62K
$885K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-104- 5.22% |
$12.2K - $14.2K
|
1.89K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-105- 0.76% |
$12.3K - $14.3K
|
13.8K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-109- 0.89% |
$12.8K - $14.9K
|
12.2K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-114- 30.08% |
$13.4K - $15.6K
|
265
$41.8K
|