Purchases and Sales Made in Q1 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.38K+ 44.57% |
$580K - $737K
|
20.7K
$3.32M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.77K+ 100.7% |
$524K - $666K
|
11.5K
$1.85M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.38KNew |
$489K - $621K
|
5.38K
$863K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.34K+ 66.88% |
$485K - $616K
|
13.3K
$2.14M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.26K+ 3.71% |
$477K - $606K
|
147K
$23.6M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.99K+ 20.95% |
$453K - $576K
|
28.8K
$4.62M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.76K+ 21.89% |
$432K - $549K
|
26.5K
$4.25M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.47K+ 67.64% |
$406K - $516K
|
11.1K
$1.78M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.4KNew |
$399K - $508K
|
4.4K
$706K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.28K+ 46.4% |
$389K - $494K
|
13.5K
$2.17M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.21KNew |
$382K - $486K
|
4.21K
$675K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
4.13K+ 12.73% |
$375K - $476K
|
36.5K
$5.86M
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4KNew |
$363K - $462K
|
4K
$642K
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
4K+ 18.35% |
$363K - $462K
|
25.8K
$4.14M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.93KNew |
$357K - $453K
|
3.93K
$630K
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.81K+ 33.96% |
$346K - $440K
|
15K
$2.41M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3.81K+ 276.89% |
$346K - $440K
|
5.19K
$832K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.81K+ 6.44% |
$346K - $440K
|
63K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.77K+ 25.99% |
$342K - $435K
|
18.3K
$2.93M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.71K+ 3.88% |
$337K - $428K
|
99.2K
$15.9M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.68KNew |
$334K - $425K
|
3.68K
$591K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.49K+ 11.68% |
$317K - $403K
|
33.4K
$5.36M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
3.46K+ 18.46% |
$314K - $399K
|
22.2K
$3.56M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.11K+ 2.96% |
$282K - $358K
|
108K
$17.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.1KNew |
$282K - $358K
|
3.1K
$497K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 4.1% |
$279K - $355K
|
78.2K
$12.5M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.95KNew |
$267K - $340K
|
2.95K
$473K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 2.66% |
$262K - $333K
|
111K
$17.9M
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.8KNew |
$254K - $323K
|
2.8K
$448K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.75K+ 10.9% |
$249K - $317K
|
28K
$4.48M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.74K+ 43.3% |
$249K - $316K
|
9.07K
$1.45M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.62KNew |
$238K - $302K
|
2.62K
$420K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.59K+ 6.24% |
$235K - $299K
|
44.1K
$7.07M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.55KNew |
$231K - $294K
|
2.55K
$409K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.28K+ 3.98% |
$207K - $264K
|
59.7K
$9.57M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.27K+ 13.13% |
$206K - $262K
|
19.5K
$3.13M
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.24KNew |
$203K - $258K
|
2.24K
$359K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.19K+ 4.64% |
$199K - $253K
|
49.3K
$7.92M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 26.83% |
$197K - $251K
|
10.3K
$1.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.15K+ 10.4% |
$195K - $248K
|
22.8K
$3.66M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 1.09% |
$193K - $245K
|
198K
$31.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
2.1KNew |
$191K - $242K
|
2.1K
$337K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.05K+ 18.97% |
$186K - $237K
|
12.9K
$2.07M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2KNew |
$182K - $231K
|
2K
$321K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2KNew |
$182K - $231K
|
2K
$321K
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.97K+ 7.06% |
$178K - $227K
|
29.8K
$4.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
1.89K+ 54.1% |
$171K - $218K
|
5.38K
$863K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.88K+ 18.6% |
$171K - $217K
|
12K
$1.92M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
1.88K+ 12.21% |
$171K - $217K
|
17.3K
$2.77M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.86K+ 2.0% |
$169K - $215K
|
94.9K
$15.2M
|