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 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-233- 2.01% |
$24.1K - $26.5K
|
11.3K
$1.87M
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-234- 3.81% |
$24.2K - $26.6K
|
5.91K
$975K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-240- 5.24% |
$24.8K - $27.3K
|
4.34K
$716K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-243- 24.67% |
$25.1K - $27.6K
|
742
$122K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-245- 26.98% |
$25.3K - $27.8K
|
663
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-248- 65.09% |
$25.6K - $28.2K
|
133
$21.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-256- 2.1% |
$26.5K - $29.1K
|
11.9K
$1.97M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-260- 50.0% |
$26.9K - $29.6K
|
260
$42.9K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-261- 82.33% |
$27K - $29.7K
|
56
$9.24K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-264- 4.1% |
$27.3K - $30K
|
6.18K
$1.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-269- 0.63% |
$27.8K - $30.6K
|
42.6K
$7.02M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-269- 1.43% |
$27.8K - $30.6K
|
18.6K
$3.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-284- 2.87% |
$29.4K - $32.3K
|
9.6K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-292- 10.79% |
$30.2K - $33.2K
|
2.41K
$398K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-298- 0.28% |
$30.8K - $33.9K
|
107K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-300- 11.4% |
$31K - $34.1K
|
2.33K
$385K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-303- 33.41% |
$31.3K - $34.4K
|
604
$99.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-342- 70.95% |
$35.4K - $38.9K
|
140
$23.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-351- 8.17% |
$36.3K - $39.9K
|
3.94K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-355- 3.79% |
$36.7K - $40.4K
|
9.02K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-356- 0.79% |
$36.8K - $40.5K
|
44.5K
$7.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-358- 2.64% |
$37K - $40.7K
|
13.2K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-381- 3.76% |
$39.4K - $43.3K
|
9.76K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-395- 7.78% |
$40.8K - $44.9K
|
4.68K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-400- 5.41% |
$41.4K - $45.5K
|
6.99K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-401- 15.18% |
$41.5K - $45.6K
|
2.24K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-412- 1.19% |
$42.6K - $46.8K
|
34.3K
$5.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-426- 10.91% |
$44K - $48.4K
|
3.48K
$574K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-440- 2.32% |
$45.5K - $50K
|
18.6K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-444- 13.93% |
$45.9K - $50.5K
|
2.74K
$453K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-456- 7.62% |
$47.1K - $51.8K
|
5.53K
$913K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-459- 43.02% |
$47.5K - $52.2K
|
608
$100K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-472- 0.07% |
$48.8K - $53.7K
|
723K
$119M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-490- 60.87% |
$50.7K - $55.7K
|
315
$52K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-499- 3.44% |
$51.6K - $56.7K
|
14K
$2.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-520- 17.98% |
$53.8K - $59.1K
|
2.37K
$391K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-522- 4.86% |
$54K - $59.3K
|
10.2K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-536- 0.44% |
$55.4K - $60.9K
|
122K
$20.1M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-551- 6.66% |
$57K - $62.6K
|
7.72K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-555- 30.6% |
$57.4K - $63.1K
|
1.26K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-560- 5.73% |
$57.9K - $63.7K
|
9.22K
$1.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-584- 0.17% |
$60.4K - $66.4K
|
347K
$57.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-600- 23.08% |
$62K - $68.2K
|
2K
$330K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-608- 23.47% |
$62.9K - $69.1K
|
1.98K
$327K
|
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-621- 16.57% |
$64.2K - $70.6K
|
3.13K
$516K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-624- 95.71% |
$64.5K - $70.9K
|
28
$4.62K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-627- 10.93% |
$64.8K - $71.3K
|
5.11K
$843K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-630- 9.63% |
$65.1K - $71.6K
|
5.91K
$975K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-649- 1.84% |
$67.1K - $73.8K
|
34.7K
$5.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-663- 5.69% |
$68.5K - $75.4K
|
11K
$1.81M
|