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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$88.7 - $109
|
11.7K
$1.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.33% |
$266 - $328
|
908
$143K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-3- 0.09% |
$266 - $328
|
3.23K
$509K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4- 0.15% |
$355 - $437
|
2.59K
$408K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-5- 0.06% |
$443 - $547
|
7.94K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Wealth Management
|
SELL
|
- |
-10- 0.08% |
$887 - $1.09K
|
12.9K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 1.59% |
$1.15K - $1.42K
|
805
$127K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 83.33% |
$1.33K - $1.64K
|
3
$473
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-16- 0.16% |
$1.42K - $1.75K
|
9.89K
$1.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-20- 0.45% |
$1.77K - $2.19K
|
4.42K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-21- 2.96% |
$1.86K - $2.3K
|
689
$109K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-23- 0.36% |
$2.04K - $2.52K
|
6.33K
$998K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-23- 0.8% |
$2.04K - $2.52K
|
2.85K
$450K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-29- 1.03% |
$2.57K - $3.17K
|
2.77K
$437K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-29- 1.21% |
$2.57K - $3.17K
|
2.36K
$372K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-31- 0.05% |
$2.75K - $3.39K
|
59.4K
$9.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 0.3% |
$2.75K - $3.39K
|
10.3K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-34- 5.74% |
$3.02K - $3.72K
|
558
$88K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-36- 1.46% |
$3.19K - $3.94K
|
2.44K
$384K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-37- 0.17% |
$3.28K - $4.05K
|
22.1K
$3.49M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-40- 0.92% |
$3.55K - $4.37K
|
4.3K
$678K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-41- 0.05% |
$3.64K - $4.48K
|
75.4K
$11.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 10.17% |
$3.81K - $4.7K
|
380
$59.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-47- 0.13% |
$4.17K - $5.14K
|
35.3K
$5.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-50- 1.15% |
$4.43K - $5.47K
|
4.3K
$677K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-50- 94.34% |
$4.43K - $5.47K
|
3
$473
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 0.99% |
$4.43K - $5.47K
|
5.01K
$790K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-56- 1.35% |
$4.97K - $6.12K
|
4.1K
$646K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.58% |
$5.5K - $6.78K
|
10.7K
$1.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-65- 2.36% |
$5.76K - $7.11K
|
2.69K
$424K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-67- 1.2% |
$5.94K - $7.33K
|
5.53K
$871K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-68- 0.51% |
$6.03K - $7.44K
|
13.4K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-69- 0.48% |
$6.12K - $7.55K
|
14.4K
$2.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-70- 2.8% |
$6.21K - $7.66K
|
2.43K
$383K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-79- 1.7% |
$7.01K - $8.64K
|
4.58K
$722K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-80- 0.15% |
$7.09K - $8.75K
|
53.1K
$8.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-81- 0.18% |
$7.18K - $8.86K
|
45K
$7.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-93- 3.26% |
$8.25K - $10.2K
|
2.76K
$435K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-99- 2.93% |
$8.78K - $10.8K
|
3.28K
$518K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-100- 1.91% |
$8.87K - $10.9K
|
5.14K
$811K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 0.6% |
$8.87K - $10.9K
|
16.7K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-105- 1.11% |
$9.31K - $11.5K
|
9.38K
$1.48M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-107- 0.34% |
$9.49K - $11.7K
|
31.4K
$4.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-112- 5.05% |
$9.93K - $12.2K
|
2.11K
$332K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-119- 1.08% |
$10.6K - $13K
|
10.9K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-123- 2.25% |
$10.9K - $13.5K
|
5.35K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-125- 5.05% |
$11.1K - $13.7K
|
2.35K
$370K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-127- 12.73% |
$11.3K - $13.9K
|
871
$137K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 0.49% |
$11.9K - $14.7K
|
27.3K
$4.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 0.49% |
$11.9K - $14.7K
|
27.3K
$4.3M
|