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 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-82- 0.49% |
$8.31K - $10.1K
|
16.7K
$2.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-85- 1.8% |
$8.61K - $10.5K
|
4.63K
$730K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-88- 0.77% |
$8.92K - $10.9K
|
11.3K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-91- 3.12% |
$9.22K - $11.2K
|
2.83K
$446K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-93- 1.87% |
$9.42K - $11.5K
|
4.89K
$771K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-94- 1.7% |
$9.52K - $11.6K
|
5.43K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-94- 78.33% |
$9.52K - $11.6K
|
26
$4.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.54% |
$10.1K - $12.3K
|
18.3K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-106- 2.44% |
$10.7K - $13.1K
|
4.23K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-111- 0.26% |
$11.2K - $13.7K
|
42.2K
$6.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-120- 3.85% |
$12.2K - $14.8K
|
3K
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-125- 1.75% |
$12.7K - $15.4K
|
7K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-128- 6.62% |
$13K - $15.8K
|
1.81K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-130- 3.0% |
$13.2K - $16K
|
4.2K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-131- 1.79% |
$13.3K - $16.2K
|
7.2K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-136- 12.94% |
$13.8K - $16.8K
|
915
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-138- 1.28% |
$14K - $17K
|
10.6K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-140- 21.12% |
$14.2K - $17.3K
|
523
$82.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-144- 0.97% |
$14.6K - $17.8K
|
14.7K
$2.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-147- 1.05% |
$14.9K - $18.1K
|
13.9K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-149- 0.9% |
$15.1K - $18.4K
|
16.4K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-150- 0.34% |
$15.2K - $18.5K
|
44.4K
$7M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-150- 5.14% |
$15.2K - $18.5K
|
2.77K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-150- 2.35% |
$15.2K - $18.5K
|
6.23K
$982K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-163- 5.19% |
$16.5K - $20.1K
|
2.98K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-163- 0.01% |
$16.5K - $20.1K
|
1.25M
$198M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-166- 0.79% |
$16.8K - $20.5K
|
20.8K
$3.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-166- 5.39% |
$16.8K - $20.5K
|
2.91K
$459K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-169- 1.86% |
$17.1K - $20.8K
|
8.91K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-170- 2.73% |
$17.2K - $21K
|
6.07K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-179- 32.08% |
$18.1K - $22.1K
|
379
$59.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-183- 2.69% |
$18.5K - $22.6K
|
6.62K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-188- 1.77% |
$19K - $23.2K
|
10.4K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-194- 60.25% |
$19.7K - $23.9K
|
128
$20.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-199- 2.85% |
$20.2K - $24.5K
|
6.8K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-200- 1.9% |
$20.3K - $24.7K
|
10.3K
$1.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-214- 6.65% |
$21.7K - $26.4K
|
3K
$473K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-215- 2.79% |
$21.8K - $26.5K
|
7.5K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-219- 1.5% |
$22.2K - $27K
|
14.4K
$2.27M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-230- 0.68% |
$23.3K - $28.4K
|
33.8K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-230- 0.91% |
$23.3K - $28.4K
|
24.9K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-231- 0.3% |
$23.4K - $28.5K
|
78K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-236- 5.54% |
$23.9K - $29.1K
|
4.03K
$635K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-240- 6.06% |
$24.3K - $29.6K
|
3.72K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-245- 11.84% |
$24.8K - $30.2K
|
1.83K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-247- 8.8% |
$25K - $30.5K
|
2.56K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-247- 15.37% |
$25K - $30.5K
|
1.36K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-260- 0.61% |
$26.3K - $32.1K
|
42.3K
$6.67M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-273- 5.17% |
$27.7K - $33.7K
|
5.01K
$790K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-275- 1.18% |
$27.9K - $33.9K
|
23K
$3.63M
|