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 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-830- 6.44% |
$97.5K - $113K
|
12.1K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-858- 11.52% |
$101K - $117K
|
6.59K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-860- 47.12% |
$101K - $117K
|
965
$152K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-893- 3.34% |
$105K - $122K
|
25.9K
$4.08M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-899- 5.2% |
$106K - $123K
|
16.4K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-900- 31.34% |
$106K - $123K
|
1.97K
$311K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-909- 4.87% |
$107K - $124K
|
17.8K
$2.8M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-948- 1.63% |
$111K - $129K
|
57.1K
$9.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-949- 6.37% |
$112K - $130K
|
14K
$2.2M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-950- 4.46% |
$112K - $130K
|
20.4K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-969- 11.1% |
$114K - $132K
|
7.76K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-974- 2.61% |
$114K - $133K
|
36.3K
$5.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-977- 7.24% |
$115K - $133K
|
12.5K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.05K- 2.87% |
$123K - $143K
|
35.6K
$5.61M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.07K- 0.59% |
$125K - $145K
|
181K
$28.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1.08K- 21.79% |
$127K - $147K
|
3.87K
$610K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.08K- 0.73% |
$127K - $148K
|
148K
$23.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.09K- 6.87% |
$127K - $148K
|
14.7K
$2.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.09K- 17.29% |
$128K - $148K
|
5.2K
$819K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.09K- 7.97% |
$128K - $149K
|
12.6K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.09K- 0.86% |
$128K - $149K
|
125K
$19.7M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.09K- 26.96% |
$128K - $149K
|
2.95K
$465K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 2.17% |
$134K - $156K
|
51.4K
$8.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.2K- 3.82% |
$140K - $163K
|
30.1K
$4.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.21K- 4.16% |
$142K - $165K
|
27.9K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.24K- 34.5% |
$146K - $170K
|
2.36K
$371K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.28K- 8.97% |
$150K - $175K
|
13K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.28K- 20.6% |
$151K - $175K
|
4.95K
$780K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 2.48% |
$162K - $188K
|
54.1K
$8.53M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.38K- 3.09% |
$162K - $188K
|
43.3K
$6.82M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.41K- 1.88% |
$165K - $192K
|
73.4K
$11.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 3.25% |
$168K - $195K
|
42.6K
$6.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.48K- 1.83% |
$173K - $202K
|
79.2K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.58K- 8.55% |
$186K - $216K
|
16.9K
$2.67M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.65K- 3.02% |
$194K - $225K
|
52.9K
$8.35M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.67K- 4.27% |
$196K - $228K
|
37.5K
$5.9M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.78K- 7.17% |
$210K - $244K
|
23.1K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.79K- 7.75% |
$210K - $245K
|
21.3K
$3.36M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.84K- 43.72% |
$216K - $251K
|
2.36K
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.85K- 5.56% |
$217K - $252K
|
31.4K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.92K- 7.44% |
$226K - $262K
|
23.9K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.93K- 2.43% |
$226K - $263K
|
77.4K
$12.2M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.94K- 4.42% |
$227K - $264K
|
41.9K
$6.6M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.14K- 9.99% |
$252K - $292K
|
19.3K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.15K- 87.42% |
$252K - $293K
|
309
$48.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.18K- 16.5% |
$256K - $298K
|
11K
$1.74M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.19K- 1.84% |
$257K - $298K
|
116K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.19K- 3.97% |
$257K - $299K
|
52.9K
$8.34M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.2K- 6.87% |
$259K - $301K
|
29.8K
$4.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-2.21K- 2.85% |
$260K - $302K
|
75.3K
$11.9M
|