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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-331- 3.33% |
$38.9K - $45.2K
|
9.61K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-343- 4.23% |
$40.3K - $46.9K
|
7.77K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-350- 5.15% |
$41.1K - $47.8K
|
6.45K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-352- 10.81% |
$41.4K - $48.1K
|
2.9K
$461K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-355- 42.46% |
$41.7K - $48.5K
|
481
$76.4K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-364- 4.42% |
$42.8K - $49.7K
|
7.88K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-368- 1.81% |
$43.2K - $50.3K
|
20K
$3.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-386- 0.89% |
$45.4K - $52.7K
|
42.9K
$6.8M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-397- 1.98% |
$46.6K - $54.2K
|
19.7K
$3.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-408- 4.22% |
$47.9K - $55.7K
|
9.26K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-409- 18.58% |
$48.1K - $55.9K
|
1.79K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-432- 17.51% |
$50.8K - $59K
|
2.04K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-434- 22.15% |
$51K - $59.3K
|
1.53K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-456- 0.11% |
$53.6K - $62.3K
|
423K
$67.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-460- 17.4% |
$54.1K - $62.8K
|
2.18K
$347K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-499- 19.48% |
$58.6K - $68.2K
|
2.06K
$327K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-500- 36.76% |
$58.8K - $68.3K
|
860
$137K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-500- 10.63% |
$58.8K - $68.3K
|
4.2K
$667K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-504- 28.33% |
$59.2K - $68.8K
|
1.28K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-505- 23.87% |
$59.3K - $69K
|
1.61K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-511- 3.14% |
$60K - $69.8K
|
15.8K
$2.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-512- 10.39% |
$60.2K - $69.9K
|
4.41K
$701K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-516- 18.8% |
$60.6K - $70.5K
|
2.23K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-517- 3.29% |
$60.7K - $70.6K
|
15.2K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-520- 22.18% |
$61.1K - $71K
|
1.82K
$290K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-521- 10.4% |
$61.2K - $71.2K
|
4.49K
$712K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-523- 5.46% |
$61.5K - $71.4K
|
9.05K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-544- 0.57% |
$63.9K - $74.3K
|
94.2K
$15M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-550- 8.85% |
$64.6K - $75.1K
|
5.67K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-553- 3.28% |
$65K - $75.5K
|
16.3K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-555- 2.6% |
$65.2K - $75.8K
|
20.8K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-562- 2.26% |
$66K - $76.8K
|
24.4K
$3.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-563- 14.87% |
$66.2K - $76.9K
|
3.22K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-568- 5.44% |
$66.7K - $77.6K
|
9.88K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-570- 2.5% |
$67K - $77.9K
|
22.2K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-586- 1.38% |
$68.9K - $80K
|
41.7K
$6.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-602- 43.03% |
$70.7K - $82.2K
|
797
$127K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-620- 1.79% |
$72.9K - $84.7K
|
34.1K
$5.41M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-673- 3.23% |
$79.1K - $91.9K
|
20.1K
$3.2M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-685- 2.5% |
$80.5K - $93.6K
|
26.7K
$4.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-688- 5.96% |
$80.8K - $94K
|
10.9K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-716- 1.64% |
$84.1K - $97.8K
|
43K
$6.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-745- 13.05% |
$87.5K - $102K
|
4.96K
$788K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-754- 3.25% |
$88.6K - $103K
|
22.5K
$3.57M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-762- 1.72% |
$89.5K - $104K
|
43.6K
$6.93M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-775- 2.6% |
$91.1K - $106K
|
29K
$4.6M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-796- 60.86% |
$93.5K - $109K
|
512
$81.3K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-807- 1.63% |
$94.8K - $110K
|
48.7K
$7.73M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-814- 21.91% |
$95.6K - $111K
|
2.9K
$461K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-823- 6.25% |
$96.7K - $112K
|
12.3K
$1.96M
|