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 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.39KNew |
$971K - $1.07M
|
9.39K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.17K+ 9.35% |
$948K - $1.04M
|
107K
$16.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.69K+ 97.95% |
$899K - $988K
|
17.6K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.41KNew |
$870K - $956K
|
8.41K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
$860K - $946K
|
8.32K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7.8K+ 38.36% |
$806K - $886K
|
28.1K
$4.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.6KNew |
$786K - $864K
|
7.6K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.53KNew |
$779K - $856K
|
7.53K
$1.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.26K+ 31.0% |
$647K - $712K
|
26.5K
$4.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.98K+ 12.0% |
$618K - $680K
|
55.8K
$8.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.52KNew |
$571K - $628K
|
5.52K
$854K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.51K+ 4143.61% |
$570K - $626K
|
5.64K
$873K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.5K+ 16.72% |
$569K - $626K
|
38.4K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.5KNew |
$569K - $625K
|
5.5K
$851K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.88K+ 36.9% |
$504K - $554K
|
18.1K
$2.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.69K+ 4.61% |
$484K - $533K
|
106K
$16.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4KNew |
$414K - $455K
|
4K
$619K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.98K+ 152.12% |
$411K - $452K
|
6.59K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.85KNew |
$398K - $438K
|
3.85K
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.82KNew |
$395K - $435K
|
3.82K
$591K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.75KNew |
$388K - $426K
|
3.75K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.68KNew |
$380K - $418K
|
3.68K
$569K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.54K+ 24.63% |
$366K - $403K
|
17.9K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
3.54K+ 5.28% |
$366K - $402K
|
70.6K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.54K+ 9.78% |
$366K - $402K
|
39.7K
$6.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.45KNew |
$357K - $393K
|
3.45K
$534K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.3KNew |
$341K - $375K
|
3.3K
$510K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 22.28% |
$338K - $372K
|
18K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.2KNew |
$331K - $364K
|
3.2K
$495K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
3.19K+ 9.3% |
$329K - $362K
|
37.4K
$5.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
3.03KNew |
$313K - $345K
|
3.03K
$469K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.01KNew |
$311K - $342K
|
3.01K
$465K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
3KNew |
$310K - $341K
|
3K
$464K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
2.94KNew |
$303K - $334K
|
2.94K
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.85KNew |
$295K - $324K
|
2.85K
$441K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.82K+ 15.56% |
$292K - $321K
|
21K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$289K - $318K
|
2.8K
$433K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.71KNew |
$280K - $308K
|
2.71K
$419K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.62KNew |
$271K - $298K
|
2.62K
$405K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.6KNew |
$269K - $295K
|
2.6K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.57KNew |
$266K - $292K
|
2.57K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.55K+ 27.31% |
$264K - $290K
|
11.9K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.45KNew |
$253K - $278K
|
2.45K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.4KNew |
$248K - $272K
|
2.4K
$371K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.33K+ 14.79% |
$241K - $265K
|
18.1K
$2.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
2.32K+ 57.59% |
$240K - $264K
|
6.35K
$981K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
2.31K+ 27.88% |
$239K - $263K
|
10.6K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.15K+ 7.71% |
$223K - $245K
|
30.1K
$4.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
2.15K+ 6.56% |
$222K - $244K
|
34.9K
$5.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.12K+ 21.6% |
$219K - $241K
|
11.9K
$1.84M
|