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 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
52+ 1.34% |
$5.38K - $5.91K
|
3.93K
$649K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
50+ 1.77% |
$5.17K - $5.68K
|
2.87K
$474K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
48New |
$4.96K - $5.46K
|
48
$7.92K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
47+ 1.34% |
$4.86K - $5.34K
|
3.56K
$588K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
46+ 1.23% |
$4.76K - $5.23K
|
3.8K
$626K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
40+ 1.25% |
$4.14K - $4.55K
|
3.24K
$535K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
38+ 0.11% |
$3.93K - $4.32K
|
34K
$5.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
35+ 1.77% |
$3.62K - $3.98K
|
2.01K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
31New |
$3.21K - $3.52K
|
31
$5.12K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.35% |
$3.1K - $3.41K
|
2.26K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
27+ 0.12% |
$2.79K - $3.07K
|
23.1K
$3.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
20New |
$2.07K - $2.27K
|
20
$3.3K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.17% |
$2.07K - $2.27K
|
11.7K
$1.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$1.96K - $2.16K
|
19
$3.14K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
17+ 0.85% |
$1.76K - $1.93K
|
2.01K
$332K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
17+ 0.39% |
$1.76K - $1.93K
|
4.36K
$720K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
14+ 0.25% |
$1.45K - $1.59K
|
5.52K
$911K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10New |
$1.03K - $1.14K
|
10
$1.65K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10+ 0.13% |
$1.03K - $1.14K
|
7.95K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.2% |
$1.03K - $1.14K
|
4.99K
$823K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9New |
$931 - $1.02K
|
9
$1.49K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
9+ 0.12% |
$931 - $1.02K
|
7.51K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.14% |
$517 - $568
|
3.69K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$517 - $568
|
5
$825
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$414 - $455
|
4
$660
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$310 - $341
|
3.33K
$550K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$207 - $227
|
4.79K
$790K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $114
|
7.05K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1- 0.03% |
$103 - $114
|
3.32K
$547K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6- 0.11% |
$620 - $682
|
5.34K
$881K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-8- 0.02% |
$827 - $909
|
36.9K
$6.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9- 0.03% |
$931 - $1.02K
|
28K
$4.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.41% |
$1.03K - $1.14K
|
2.43K
$400K
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-10- 0.08% |
$1.03K - $1.14K
|
12.9K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-11- 0.18% |
$1.14K - $1.25K
|
6.19K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-12- 0.37% |
$1.24K - $1.36K
|
3.22K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13- 6.53% |
$1.34K - $1.48K
|
186
$30.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13- 0.61% |
$1.34K - $1.48K
|
2.12K
$349K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-18- 0.63% |
$1.86K - $2.05K
|
2.84K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-21- 0.07% |
$2.17K - $2.39K
|
28K
$4.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-22- 81.48% |
$2.27K - $2.5K
|
5
$825
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-27- 0.46% |
$2.79K - $3.07K
|
5.81K
$959K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-28- 0.64% |
$2.89K - $3.18K
|
4.35K
$718K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-28- 0.77% |
$2.89K - $3.18K
|
3.59K
$592K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-29- 0.04% |
$3K - $3.3K
|
74.8K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-35- 0.09% |
$3.62K - $3.98K
|
38.4K
$6.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-37- 1.33% |
$3.83K - $4.21K
|
2.74K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-38- 3.95% |
$3.93K - $4.32K
|
924
$152K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40- 20.0% |
$4.14K - $4.55K
|
160
$26.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-40- 0.13% |
$4.14K - $4.55K
|
29.8K
$4.92M
|