Purchases and Sales Made in Q1 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-221- 1.24% |
$16K - $20.5K
|
17.5K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-231- 3.48% |
$16.8K - $21.4K
|
6.4K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-236- 2.08% |
$17.1K - $21.9K
|
11.1K
$1.77M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-243- 11.59% |
$17.6K - $22.6K
|
1.85K
$296K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-244- 2.29% |
$17.7K - $22.6K
|
10.4K
$1.66M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-246- 2.16% |
$17.8K - $22.8K
|
11.2K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-256- 5.74% |
$18.6K - $23.8K
|
4.2K
$671K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-257- 4.53% |
$18.6K - $23.9K
|
5.41K
$864K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-262- 2.06% |
$19K - $24.3K
|
12.5K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-274- 21.08% |
$19.9K - $25.4K
|
1.03K
$164K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-275- 5.83% |
$19.9K - $25.5K
|
4.44K
$709K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-294- 5.12% |
$21.3K - $27.3K
|
5.45K
$870K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-303- 1.13% |
$22K - $28.1K
|
26.4K
$4.22M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-311- 0.66% |
$22.6K - $28.9K
|
46.7K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-316- 0.88% |
$22.9K - $29.3K
|
35.6K
$5.68M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-320- 5.52% |
$23.2K - $29.7K
|
5.47K
$874K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-332- 4.76% |
$24.1K - $30.8K
|
6.64K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-335- 3.65% |
$24.3K - $31.1K
|
8.84K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-336- 1.45% |
$24.4K - $31.2K
|
22.8K
$3.64M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-342- 13.05% |
$24.8K - $31.7K
|
2.28K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-361- 4.35% |
$26.2K - $33.5K
|
7.95K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-365- 1.33% |
$26.5K - $33.9K
|
27K
$4.31M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-380- 38.5% |
$27.6K - $35.3K
|
607
$96.9K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-384- 16.54% |
$27.9K - $35.6K
|
1.94K
$309K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 44.94% |
$29K - $37.1K
|
490
$78.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-421- 4.08% |
$30.5K - $39.1K
|
9.9K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-422- 2.18% |
$30.6K - $39.2K
|
19K
$3.03M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-427- 9.43% |
$31K - $39.6K
|
4.1K
$655K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-441- 14.32% |
$32K - $40.9K
|
2.64K
$421K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-448- 0.49% |
$32.5K - $41.6K
|
90.2K
$14.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-459- 1.67% |
$33.3K - $42.6K
|
27.1K
$4.32M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-464- 9.94% |
$33.7K - $43.1K
|
4.21K
$671K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-485- 1.21% |
$35.2K - $45K
|
39.5K
$6.31M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-509- 3.64% |
$36.9K - $47.2K
|
13.5K
$2.15M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-521- 3.62% |
$37.8K - $48.4K
|
13.9K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-521- 4.0% |
$37.8K - $48.4K
|
12.5K
$2M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-525- 1.48% |
$38.1K - $48.7K
|
35K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-528- 4.99% |
$38.3K - $49K
|
10.1K
$1.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-584- 14.97% |
$42.4K - $54.2K
|
3.32K
$529K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-600- 3.15% |
$43.5K - $55.7K
|
18.5K
$2.95M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-614- 17.97% |
$44.5K - $57K
|
2.8K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-625- 5.12% |
$45.3K - $58K
|
11.6K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-629- 5.6% |
$45.6K - $58.4K
|
10.6K
$1.69M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-640- 11.15% |
$46.4K - $59.4K
|
5.1K
$814K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-648- 4.57% |
$47K - $60.1K
|
13.5K
$2.16M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-653- 9.48% |
$47.4K - $60.6K
|
6.24K
$996K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-688- 0.44% |
$49.9K - $63.9K
|
154K
$24.7M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-699- 99.86% |
$50.7K - $64.9K
|
1
$160
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-729- 2.31% |
$52.9K - $67.7K
|
30.9K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-837- 3.49% |
$60.7K - $77.7K
|
23.1K
$3.69M
|