Purchases and Sales Made in Q4 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$304 - $370
|
3.67K
$579K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3+ 0.13% |
$304 - $370
|
2.24K
$354K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.1% |
$304 - $370
|
3.07K
$483K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.09% |
$203 - $247
|
2.12K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.01% |
$203 - $247
|
14.6K
$2.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$203 - $247
|
1.62K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.05% |
$203 - $247
|
4.34K
$684K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.02% |
$203 - $247
|
10.7K
$1.69M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$101 - $123
|
399
$62.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1+ 0.03% |
$101 - $123
|
3.95K
$622K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$101 - $123
|
5.81K
$916K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.04% |
$101 - $123
|
2.42K
$381K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$101 - $123
|
7.06K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.21% |
$101 - $123
|
484
$76.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1+ 0.03% |
$101 - $123
|
3.6K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1- 0.01% |
$101 - $123
|
7.05K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2- 0.06% |
$203 - $247
|
3.49K
$549K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3- 0.09% |
$304 - $370
|
3.33K
$525K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5- 0.21% |
$507 - $617
|
2.37K
$373K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 0.74% |
$507 - $617
|
671
$106K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6- 0.14% |
$608 - $740
|
4.2K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.47% |
$912 - $1.11K
|
1.92K
$303K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 1.35% |
$1.01K - $1.23K
|
732
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-10- 0.08% |
$1.01K - $1.23K
|
12.9K
$2.03M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11- 0.62% |
$1.11K - $1.36K
|
1.76K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-17- 0.28% |
$1.72K - $2.1K
|
6.16K
$972K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-18- 0.5% |
$1.82K - $2.22K
|
3.57K
$563K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-20- 0.09% |
$2.03K - $2.47K
|
22.8K
$3.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-21- 0.63% |
$2.13K - $2.59K
|
3.32K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-23- 0.33% |
$2.33K - $2.84K
|
6.95K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-27- 49.09% |
$2.74K - $3.33K
|
28
$4.41K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 31.73% |
$3.34K - $4.07K
|
71
$11.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-34- 0.12% |
$3.44K - $4.19K
|
27.3K
$4.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-36- 0.16% |
$3.65K - $4.44K
|
22.8K
$3.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-40- 1.23% |
$4.05K - $4.93K
|
3.2K
$504K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-44- 1.16% |
$4.46K - $5.43K
|
3.75K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-46- 0.51% |
$4.66K - $5.67K
|
8.98K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 11.26% |
$5.07K - $6.17K
|
394
$62.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 1.59% |
$5.07K - $6.17K
|
3.1K
$489K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-56- 2.59% |
$5.67K - $6.91K
|
2.11K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-57- 2.45% |
$5.77K - $7.03K
|
2.27K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-57- 0.2% |
$5.77K - $7.03K
|
27.9K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-61- 0.3% |
$6.18K - $7.52K
|
20.1K
$3.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-62- 1.0% |
$6.28K - $7.65K
|
6.13K
$967K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-67- 0.18% |
$6.79K - $8.26K
|
37.3K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-71- 2.24% |
$7.19K - $8.76K
|
3.09K
$487K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 2.77% |
$7.5K - $9.12K
|
2.6K
$410K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-75- 2.68% |
$7.6K - $9.25K
|
2.73K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-80- 0.29% |
$8.1K - $9.86K
|
27.4K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-81- 40.5% |
$8.21K - $9.99K
|
119
$18.8K
|