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 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-40- 0.93% |
$4.14K - $4.55K
|
4.26K
$659K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-40- 20.0% |
$4.14K - $4.55K
|
160
$24.7K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-41- 62.12% |
$4.24K - $4.66K
|
25
$3.87K
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.39% |
$4.76K - $5.23K
|
11.7K
$1.81M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-48- 10.67% |
$4.96K - $5.46K
|
402
$62.2K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 0.71% |
$5.17K - $5.68K
|
7.02K
$1.08M
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 1.56% |
$5.17K - $5.68K
|
3.15K
$487K
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-53- 1.92% |
$5.48K - $6.02K
|
2.71K
$419K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-55- 55.0% |
$5.69K - $6.25K
|
45
$6.96K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-58- 15.26% |
$6K - $6.59K
|
322
$49.8K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-61- 1.21% |
$6.31K - $6.93K
|
4.98K
$770K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 0.27% |
$6.51K - $7.16K
|
23.5K
$3.64M
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-65- 0.38% |
$6.72K - $7.39K
|
17.1K
$2.64M
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-66- 0.88% |
$6.82K - $7.5K
|
7.42K
$1.15M
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-66Closed |
$6.82K - $7.5K
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-66- 0.43% |
$6.82K - $7.5K
|
15.3K
$2.37M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-68- 1.13% |
$7.03K - $7.73K
|
5.97K
$923K
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-68- 1.27% |
$7.03K - $7.73K
|
5.28K
$817K
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-80- 1.81% |
$8.27K - $9.09K
|
4.34K
$671K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-80- 3.45% |
$8.27K - $9.09K
|
2.24K
$346K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 2.97% |
$8.27K - $9.09K
|
2.61K
$404K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-82- 0.3% |
$8.48K - $9.32K
|
27.7K
$4.28M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-82- 0.3% |
$8.48K - $9.32K
|
27.7K
$4.28M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-91- 0.33% |
$9.41K - $10.3K
|
27.2K
$4.21M
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-91- 0.13% |
$9.41K - $10.3K
|
68.5K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-92- 0.08% |
$9.51K - $10.5K
|
110K
$17M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-93- 1.47% |
$9.62K - $10.6K
|
6.24K
$964K
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-99- 0.28% |
$10.2K - $11.3K
|
35.6K
$5.5M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.53% |
$10.3K - $11.4K
|
18.9K
$2.93M
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-104- 0.78% |
$10.8K - $11.8K
|
13.3K
$2.05M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-113- 3.5% |
$11.7K - $12.8K
|
3.12K
$482K
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-120- 0.78% |
$12.4K - $13.6K
|
15.3K
$2.37M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-122- 3.05% |
$12.6K - $13.9K
|
3.88K
$599K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-123- 3.75% |
$12.7K - $14K
|
3.16K
$489K
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-125- 1.17% |
$12.9K - $14.2K
|
10.5K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-128- 1.34% |
$13.2K - $14.5K
|
9.45K
$1.46M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-130- 1.7% |
$13.4K - $14.8K
|
7.51K
$1.16M
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-140- 5.98% |
$14.5K - $15.9K
|
2.2K
$340K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-141- 6.8% |
$14.6K - $16K
|
1.93K
$299K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-144- 0.88% |
$14.9K - $16.4K
|
16.2K
$2.51M
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-160- 7.01% |
$16.5K - $18.2K
|
2.12K
$328K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-168- 29.68% |
$17.4K - $19.1K
|
398
$61.6K
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-172- 0.77% |
$17.8K - $19.6K
|
22.1K
$3.42M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-187- 5.27% |
$19.3K - $21.3K
|
3.36K
$519K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-205- 0.81% |
$21.2K - $23.3K
|
25.1K
$3.89M
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-213- 0.93% |
$22K - $24.2K
|
22.8K
$3.53M
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-213- 1.75% |
$22K - $24.2K
|
12K
$1.85M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-218- 1.67% |
$22.5K - $24.8K
|
12.9K
$1.99M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-224- 11.51% |
$23.2K - $25.5K
|
1.72K
$266K
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-225- 9.61% |
$23.3K - $25.6K
|
2.12K
$327K
|