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 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.19K- 5.77% |
$460K - $568K
|
84.7K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.53K- 2.18% |
$491K - $605K
|
248K
$39.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.93K- 38.84% |
$526K - $648K
|
9.34K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.33K- 13.72% |
$561K - $692K
|
39.8K
$6.27M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.47K- 0.35% |
$574K - $708K
|
1.87M
$294M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.66K- 10.76% |
$590K - $728K
|
55.2K
$8.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.67K- 34.59% |
$592K - $730K
|
12.6K
$1.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6.71K- 20.91% |
$595K - $733K
|
25.4K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-6.79K- 28.32% |
$602K - $743K
|
17.2K
$2.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-7.39K- 6.23% |
$655K - $808K
|
111K
$17.5M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-7.71K- 29.19% |
$684K - $844K
|
18.7K
$2.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.78K- 40.05% |
$690K - $851K
|
11.6K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.91K- 77.34% |
$702K - $865K
|
2.32K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.11K- 26.58% |
$719K - $887K
|
22.4K
$3.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.52K- 54.35% |
$755K - $932K
|
7.16K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-8.96K- 18.0% |
$794K - $980K
|
40.8K
$6.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.18K- 54.57% |
$814K - $1M
|
7.64K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Pariax, LLC
|
SELL
|
- |
-9.28K- 31.84% |
$823K - $1.01M
|
19.9K
$3.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.37K- 2.34% |
$831K - $1.02M
|
391K
$61.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.51K- 10.11% |
$843K - $1.04M
|
84.6K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 49.76% |
$848K - $1.05M
|
9.66K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.65K- 3.02% |
$856K - $1.06M
|
310K
$48.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.4K- 14.92% |
$925K - $1.14M
|
59.5K
$9.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.2K- 41.68% |
$996K - $1.23M
|
15.7K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-11.6K- 19.35% |
$1.03M - $1.27M
|
48.5K
$7.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12.2K- 23.57% |
$1.08M - $1.33M
|
39.4K
$6.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4K- 12.22% |
$1.1M - $1.36M
|
89.1K
$14M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.7K- 1.38% |
$1.12M - $1.38M
|
905K
$143M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.7K- 3.52% |
$1.13M - $1.39M
|
348K
$54.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.3K- 2.75% |
$1.36M - $1.68M
|
543K
$85.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.1K- 3.85% |
$1.6M - $1.98M
|
452K
$71.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-19.2K- 82.76% |
$1.71M - $2.1M
|
4.01K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.4K- 91.44% |
$1.81M - $2.23M
|
1.91K
$301K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21.1K- 6.46% |
$1.87M - $2.31M
|
306K
$48.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.7K- 7.85% |
$1.93M - $2.38M
|
255K
$40.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-24.9K- 36.09% |
$2.21M - $2.73M
|
44.2K
$6.96M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-30.5K- 78.88% |
$2.71M - $3.34M
|
8.18K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-30.8K- 37.46% |
$2.73M - $3.37M
|
51.5K
$8.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-32.3K- 0.76% |
$2.86M - $3.53M
|
4.23M
$667M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-34.8K- 60.15% |
$3.09M - $3.81M
|
23.1K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-36.9K- 38.94% |
$3.27M - $4.03M
|
57.8K
$9.11M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-41.5K- 83.77% |
$3.68M - $4.54M
|
8.05K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-50K- 76.7% |
$4.44M - $5.47M
|
15.2K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-67.3K- 17.04% |
$5.97M - $7.36M
|
328K
$51.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-85.4K- 2.1% |
$7.57M - $9.34M
|
3.98M
$628M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-92.6K- 78.21% |
$8.22M - $10.1M
|
25.8K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-112K- 58.25% |
$9.95M - $12.3M
|
80.4K
$12.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-125K- 6.28% |
$11.1M - $13.7M
|
1.87M
$295M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-202K- 27.85% |
$17.9M - $22.1M
|
524K
$82.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-255K- 99.06% |
$22.6M - $27.8M
|
2.4K
$379K
|