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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-841- 19.75% |
$85.2K - $104K
|
3.42K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-846- 9.89% |
$85.7K - $104K
|
7.71K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-854- 1.14% |
$86.5K - $105K
|
74.3K
$11.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-854- 1.14% |
$86.5K - $105K
|
74.3K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-927- 5.57% |
$93.9K - $114K
|
15.7K
$2.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-940- 19.89% |
$95.2K - $116K
|
3.79K
$597K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-994- 11.27% |
$101K - $123K
|
7.83K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.02K- 18.92% |
$103K - $126K
|
4.36K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.03K- 12.31% |
$104K - $127K
|
7.33K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 12.56% |
$107K - $130K
|
7.34K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 21.62% |
$108K - $131K
|
3.85K
$607K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.07K- 3.83% |
$109K - $132K
|
26.9K
$4.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 0.84% |
$109K - $133K
|
127K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.1K- 13.8% |
$111K - $135K
|
6.85K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 33.33% |
$111K - $136K
|
2.2K
$347K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.12K- 7.86% |
$114K - $138K
|
13.2K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.14K- 5.22% |
$115K - $140K
|
20.7K
$3.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.15K- 4.94% |
$117K - $142K
|
22.1K
$3.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.22K- 10.16% |
$123K - $150K
|
10.8K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.25K- 6.96% |
$126K - $154K
|
16.7K
$2.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.27K- 11.14% |
$129K - $157K
|
10.2K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.28K- 16.98% |
$129K - $157K
|
6.23K
$983K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.28K- 23.96% |
$130K - $158K
|
4.06K
$640K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.3K- 28.46% |
$132K - $160K
|
3.27K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.38K- 59.84% |
$140K - $170K
|
927
$146K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.39K- 15.53% |
$140K - $171K
|
7.54K
$1.19M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-1.4K- 16.83% |
$142K - $173K
|
6.92K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.55K- 92.63% |
$157K - $191K
|
123
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.61K- 80.6% |
$163K - $199K
|
388
$61.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.64K- 2.87% |
$166K - $202K
|
55.5K
$8.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 3.04% |
$167K - $203K
|
52.5K
$8.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.67K- 5.86% |
$169K - $205K
|
26.8K
$4.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.67K- 9.29% |
$169K - $205K
|
16.3K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.74K- 4.52% |
$176K - $214K
|
36.6K
$5.77M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.94K- 3.08% |
$197K - $239K
|
61.2K
$9.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.98K- 26.66% |
$200K - $244K
|
5.44K
$858K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2K- 12.89% |
$202K - $246K
|
13.5K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.03K- 8.78% |
$205K - $250K
|
21.1K
$3.32M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.09K- 34.09% |
$212K - $258K
|
4.04K
$637K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.18K- 12.65% |
$220K - $268K
|
15K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.2K- 0.53% |
$223K - $272K
|
414K
$65.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.24K- 29.48% |
$227K - $276K
|
5.36K
$845K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.3K- 5.18% |
$233K - $284K
|
42.2K
$6.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.42K- 18.83% |
$245K - $299K
|
10.4K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.45K- 16.41% |
$249K - $302K
|
12.5K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.46K- 6.2% |
$250K - $304K
|
37.3K
$5.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.58K- 3.77% |
$261K - $318K
|
65.9K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.84K- 53.95% |
$288K - $350K
|
2.42K
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.86K- 17.6% |
$290K - $353K
|
13.4K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-2.88K- 8.25% |
$292K - $356K
|
32K
$5.05M
|