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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.2K- 3.71% |
$232K - $297K
|
83.2K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.22K- 12.44% |
$234K - $299K
|
22.7K
$3.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.89K- 24.14% |
$282K - $361K
|
12.2K
$1.97M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.95K- 4.62% |
$286K - $366K
|
81.4K
$13.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.98K- 2.84% |
$289K - $370K
|
136K
$22M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.04K- 61.29% |
$293K - $375K
|
2.55K
$411K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.06K- 19.46% |
$295K - $377K
|
16.8K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.14K- 30.76% |
$301K - $385K
|
9.33K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.18K- 8.46% |
$303K - $388K
|
45.2K
$7.29M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.19K- 16.43% |
$304K - $389K
|
21.3K
$3.44M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-4.2K- 6.08% |
$305K - $390K
|
64.9K
$10.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.42K- 2.31% |
$320K - $410K
|
186K
$30.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.72K- 20.53% |
$342K - $438K
|
18.3K
$2.94M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.78K- 6.14% |
$347K - $444K
|
73.1K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.83K- 85.51% |
$350K - $448K
|
818
$132K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.84K- 50.86% |
$351K - $450K
|
4.68K
$755K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-5.05K- 21.29% |
$366K - $468K
|
18.7K
$3.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.13K- 39.59% |
$372K - $476K
|
7.82K
$1.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.26K- 20.5% |
$382K - $488K
|
20.4K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.81K- 15.89% |
$422K - $540K
|
30.8K
$4.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.15K- 51.67% |
$446K - $571K
|
5.75K
$927K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.19K- 13.92% |
$449K - $574K
|
38.3K
$6.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-6.45K- 50.35% |
$468K - $598K
|
6.36K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.61K- 1.39% |
$479K - $613K
|
470K
$75.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.72K- 17.58% |
$487K - $623K
|
31.5K
$5.08M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.97K- 7.32% |
$505K - $647K
|
88.2K
$14.2M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.99K- 11.74% |
$507K - $649K
|
52.6K
$8.48M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.12K- 17.72% |
$516K - $661K
|
33.1K
$5.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.56K- 37.72% |
$549K - $702K
|
12.5K
$2.01M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-8.64K- 10.55% |
$627K - $802K
|
73.2K
$11.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.87K- 9.72% |
$716K - $916K
|
91.6K
$14.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.92K- 2.68% |
$719K - $920K
|
360K
$58.1M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10.1K- 5.04% |
$735K - $940K
|
191K
$30.8M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-10.5K- 46.51% |
$761K - $974K
|
12.1K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 47.56% |
$764K - $978K
|
11.6K
$1.87M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11.8K- 94.13% |
$859K - $1.1M
|
738
$119K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-12K- 60.33% |
$869K - $1.11M
|
7.88K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.1K- 41.51% |
$1.39M - $1.77M
|
26.9K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-27.2K- 0.63% |
$1.97M - $2.52M
|
4.26M
$688M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-27.4K- 70.95% |
$1.99M - $2.55M
|
11.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-29.6K- 99.61% |
$2.15M - $2.75M
|
117
$18.9K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.1K- 51.87% |
$2.19M - $2.8M
|
28K
$4.51M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35.2K- 86.37% |
$2.55M - $3.26M
|
5.55K
$895K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-46.2K- 24.78% |
$3.35M - $4.29M
|
140K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-47.5K- 52.41% |
$3.45M - $4.41M
|
43.1K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-47.5K- 40.61% |
$3.45M - $4.41M
|
69.5K
$11.2M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-52.2K- 50.32% |
$3.79M - $4.85M
|
51.6K
$8.32M
|
|
|
May 03, 2023
Q1 2023
|
Pariax, LLC
|
SELL
|
- |
-55.1K- 65.39% |
$3.99M - $5.11M
|
29.1K
$4.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-60.4K- 91.68% |
$4.38M - $5.6M
|
5.48K
$883K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-63.6K- 3.28% |
$4.62M - $5.91M
|
1.87M
$302M
|