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
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-678- 6.43% |
$70.1K - $77.1K
|
9.87K
$1.53M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-700- 7.76% |
$72.4K - $79.6K
|
8.32K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-725- 19.07% |
$75K - $82.4K
|
3.08K
$476K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-743- 26.25% |
$76.8K - $84.5K
|
2.09K
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-754- 0.95% |
$78K - $85.7K
|
78.2K
$12.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-760- 22.14% |
$78.6K - $86.4K
|
2.67K
$413K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-768- 6.3% |
$79.4K - $87.3K
|
11.4K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-790- 6.22% |
$81.7K - $89.8K
|
11.9K
$1.84M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-802- 6.8% |
$82.9K - $91.2K
|
11K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-803- 10.56% |
$83K - $91.3K
|
6.8K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-804- 1.43% |
$83.1K - $91.4K
|
55.6K
$8.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-812- 29.59% |
$84K - $92.3K
|
1.93K
$299K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-813- 5.27% |
$84.1K - $92.4K
|
14.6K
$2.26M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-831- 19.65% |
$85.9K - $94.5K
|
3.4K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-856- 40.84% |
$88.5K - $97.3K
|
1.24K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-877- 2.39% |
$90.7K - $99.7K
|
35.9K
$5.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-880- 4.57% |
$91K - $100K
|
18.4K
$2.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-891- 31.61% |
$92.1K - $101K
|
1.93K
$298K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-930- 9.97% |
$96.2K - $106K
|
8.4K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-947- 7.92% |
$97.9K - $108K
|
11K
$1.7M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-965- 4.17% |
$99.8K - $110K
|
22.2K
$3.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-966- 19.24% |
$99.9K - $110K
|
4.05K
$627K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1K- 5.36% |
$104K - $114K
|
17.7K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.01K- 6.24% |
$105K - $115K
|
15.2K
$2.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.05K- 5.88% |
$109K - $119K
|
16.8K
$2.6M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.06K- 0.44% |
$110K - $121K
|
239K
$36.9M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.12K- 57.03% |
$115K - $127K
|
840
$130K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.12K- 1.01% |
$116K - $127K
|
110K
$17M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.12K- 2.97% |
$116K - $127K
|
36.6K
$5.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 7.29% |
$122K - $134K
|
14.9K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.18K- 10.62% |
$122K - $135K
|
9.97K
$1.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.2K- 11.13% |
$124K - $137K
|
9.59K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.21K- 8.47% |
$125K - $138K
|
13.1K
$2.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.22K- 18.61% |
$126K - $138K
|
5.32K
$822K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.22K- 14.27% |
$126K - $139K
|
7.33K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.25K- 7.0% |
$129K - $142K
|
16.5K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 18.92% |
$130K - $143K
|
5.37K
$831K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.26K- 2.74% |
$130K - $143K
|
44.5K
$6.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.26K- 30.23% |
$131K - $144K
|
2.92K
$451K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 25.96% |
$138K - $152K
|
3.81K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.36K- 18.98% |
$140K - $154K
|
5.8K
$897K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.43K- 40.82% |
$148K - $162K
|
2.07K
$320K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.43K- 28.11% |
$148K - $163K
|
3.66K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 3.85% |
$149K - $164K
|
36K
$5.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.51K- 37.62% |
$156K - $171K
|
2.5K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.53K- 5.11% |
$158K - $174K
|
28.4K
$4.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 3.39% |
$159K - $175K
|
43.8K
$6.77M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.6K- 14.22% |
$165K - $182K
|
9.65K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.68K- 3.75% |
$174K - $191K
|
43.1K
$6.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.69K- 19.53% |
$175K - $192K
|
6.97K
$1.08M
|