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 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03K+ 34.0% |
$210K - $231K
|
8K
$1.32M
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.99KNew |
$206K - $226K
|
1.99K
$328K
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.96KNew |
$203K - $223K
|
1.96K
$324K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.92KNew |
$198K - $218K
|
1.92K
$317K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$198K - $217K
|
1.91K
$315K
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.91KNew |
$197K - $217K
|
1.91K
$315K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.83K+ 17.55% |
$189K - $208K
|
12.2K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.71K+ 4.19% |
$177K - $194K
|
42.5K
$7.01M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.71K+ 6.17% |
$176K - $194K
|
29.4K
$4.85M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 2243.66% |
$165K - $181K
|
1.66K
$275K
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.55K+ 48.77% |
$160K - $176K
|
4.71K
$778K
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.5K+ 12.67% |
$155K - $170K
|
13.3K
$2.2M
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.35K+ 155.22% |
$140K - $154K
|
2.22K
$367K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.32K+ 1.22% |
$136K - $150K
|
109K
$18M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.29K+ 9.1% |
$133K - $146K
|
15.4K
$2.54M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.22K+ 369.09% |
$126K - $138K
|
1.55K
$255K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 1.32% |
$118K - $130K
|
87.8K
$14.5M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.13K+ 35.75% |
$116K - $128K
|
4.27K
$705K
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.12K+ 0.52% |
$115K - $127K
|
214K
$35.4M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.11K+ 2.29% |
$114K - $126K
|
49.4K
$8.15M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 40.98% |
$110K - $121K
|
3.67K
$605K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.06K+ 36.79% |
$109K - $120K
|
3.92K
$647K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
991+ 1.06% |
$102K - $113K
|
94.5K
$15.6M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
955+ 11.68% |
$98.7K - $109K
|
9.13K
$1.51M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
915+ 65.69% |
$94.6K - $104K
|
2.31K
$381K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
902+ 8.77% |
$93.3K - $103K
|
11.2K
$1.85M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
854+ 10.1% |
$88.3K - $97.1K
|
9.31K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
830+ 0.6% |
$85.8K - $94.3K
|
138K
$22.8M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
827+ 5.54% |
$85.5K - $94K
|
15.8K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
762+ 39.85% |
$78.8K - $86.6K
|
2.67K
$441K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
757+ 14.28% |
$78.3K - $86K
|
6.06K
$1M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
747+ 86.86% |
$77.2K - $84.9K
|
1.61K
$265K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
747+ 5.3% |
$77.2K - $84.9K
|
14.8K
$2.45M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
720+ 17.17% |
$74.4K - $81.8K
|
4.91K
$811K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
552+ 10.38% |
$57.1K - $62.7K
|
5.87K
$969K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
504+ 11.43% |
$52.1K - $57.3K
|
4.91K
$810K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
412New |
$42.6K - $46.8K
|
412
$68K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
405+ 6.42% |
$41.9K - $46K
|
6.72K
$1.11M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
401+ 16.39% |
$41.5K - $45.6K
|
2.85K
$470K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$66K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$41.4K - $45.5K
|
400
$66K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
390+ 1.98% |
$40.3K - $44.3K
|
20.1K
$3.32M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
381New |
$39.4K - $43.3K
|
381
$62.9K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
376+ 1.7% |
$38.9K - $42.7K
|
22.5K
$3.71M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
333New |
$34.4K - $37.9K
|
333
$54.9K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
319+ 3.88% |
$33K - $36.3K
|
8.55K
$1.41M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
316New |
$32.7K - $35.9K
|
316
$52.1K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
309+ 3.08% |
$31.9K - $35.1K
|
10.4K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$31K - $34.1K
|
300
$49.5K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
293+ 72.7% |
$30.3K - $33.3K
|
696
$115K
|