Purchases and Sales Made in Q3 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-27.5K- 62.37% |
$2.85M - $3.13M
|
16.6K
$2.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.6K- 44.96% |
$2.85M - $3.13M
|
33.7K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-28.5K- 41.12% |
$2.94M - $3.24M
|
40.8K
$6.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-28.5K- 52.05% |
$2.95M - $3.24M
|
26.3K
$4.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-29.4K- 66.91% |
$3.04M - $3.34M
|
14.5K
$2.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-30K- 39.95% |
$3.1M - $3.41M
|
45.1K
$7.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-30.2K- 44.37% |
$3.12M - $3.43M
|
37.8K
$6.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-30.3K- 99.83% |
$3.13M - $3.44M
|
53
$8.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32.5K- 45.56% |
$3.36M - $3.69M
|
38.8K
$6.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-32.5K- 53.2% |
$3.36M - $3.7M
|
28.6K
$4.72M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32.6K- 35.3% |
$3.37M - $3.71M
|
59.8K
$9.87M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-32.7K- 48.62% |
$3.38M - $3.72M
|
34.6K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-33.4K- 20.99% |
$3.45M - $3.8M
|
126K
$20.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-35K- 43.82% |
$3.62M - $3.98M
|
44.9K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-35.8K- 39.91% |
$3.7M - $4.07M
|
53.9K
$8.89M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-36.7K- 47.75% |
$3.8M - $4.17M
|
40.2K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-37.1K- 72.12% |
$3.84M - $4.22M
|
14.4K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-37.5K- 39.52% |
$3.87M - $4.26M
|
57.4K
$9.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-37.8K- 19.88% |
$3.91M - $4.29M
|
152K
$25.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40.3K- 29.39% |
$4.16M - $4.58M
|
96.7K
$16M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-40.3K- 30.62% |
$4.16M - $4.58M
|
91.3K
$15.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-40.5K- 53.73% |
$4.19M - $4.61M
|
34.9K
$5.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42K- 16.44% |
$4.34M - $4.77M
|
213K
$35.2M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-42.8K- 34.02% |
$4.43M - $4.87M
|
83.1K
$13.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44.4K- 52.06% |
$4.59M - $5.05M
|
40.9K
$6.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-44.8K- 44.84% |
$4.64M - $5.1M
|
55.2K
$9.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-45.3K- 16.21% |
$4.68M - $5.15M
|
234K
$38.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-46.5K- 49.56% |
$4.81M - $5.29M
|
47.3K
$7.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.6K- 7.29% |
$4.82M - $5.3M
|
593K
$97.8M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-48.3K- 48.93% |
$5M - $5.49M
|
50.4K
$8.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-49.7K- 49.81% |
$5.14M - $5.65M
|
50.1K
$8.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-52.2K- 53.25% |
$5.4M - $5.94M
|
45.9K
$7.57M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-55.4K- 49.66% |
$5.73M - $6.29M
|
56.1K
$9.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-55.9K- 49.25% |
$5.78M - $6.35M
|
57.6K
$9.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-56.7K- 70.1% |
$5.86M - $6.45M
|
24.2K
$3.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-57.4K- 34.57% |
$5.94M - $6.53M
|
109K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-61.7K- 46.23% |
$6.38M - $7.01M
|
71.7K
$11.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-62.4K- 54.07% |
$6.45M - $7.09M
|
53K
$8.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-62.7K- 47.23% |
$6.48M - $7.13M
|
70K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-63.6K- 49.53% |
$6.58M - $7.23M
|
64.8K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70.8K- 37.08% |
$7.32M - $8.04M
|
120K
$19.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-73.1K- 44.86% |
$7.55M - $8.3M
|
89.8K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-73.7K- 29.71% |
$7.62M - $8.38M
|
174K
$28.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-77.3K- 78.59% |
$7.99M - $8.78M
|
21K
$3.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-94.3K- 4.57% |
$9.75M - $10.7M
|
1.97M
$325M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-107K- 7.89% |
$11.1M - $12.2M
|
1.25M
$207M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-109K- 30.59% |
$11.3M - $12.4M
|
248K
$40.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-113K- 52.86% |
$11.7M - $12.9M
|
101K
$16.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-117K- 32.4% |
$12.1M - $13.2M
|
243K
$40.1M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-119K- 96.64% |
$12.3M - $13.6M
|
4.15K
$684K
|