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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-132K- 33.73% |
$13.6M - $15M
|
259K
$42.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-134K- 43.3% |
$13.9M - $15.3M
|
176K
$29M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-144K- 72.48% |
$14.9M - $16.4M
|
54.8K
$9.05M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150K- 48.98% |
$15.5M - $17M
|
156K
$25.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-155K- 37.14% |
$16.1M - $17.7M
|
263K
$43.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-190K- 50.76% |
$19.6M - $21.6M
|
184K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-197K- 99.21% |
$20.3M - $22.3M
|
1.56K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-375K- 38.2% |
$38.8M - $42.6M
|
607K
$100M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-417K- 22.32% |
$43.1M - $47.4M
|
1.45M
$239M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-577K- 9.2% |
$59.7M - $65.6M
|
5.69M
$940M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-732K- 51.87% |
$75.6M - $83.2M
|
679K
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-800K- 33.91% |
$82.8M - $91M
|
1.56M
$257M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-947K- 56.86% |
$97.9M - $108M
|
719K
$119M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.3M- 32.71% |
$135M - $148M
|
2.68M
$442M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.33M- 51.18% |
$137M - $151M
|
1.27M
$209M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.67M- 50.25% |
$793M - $872M
|
7.6M
$1.25B
|