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 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
34K+ 39.98% |
$2.47M - $3.15M
|
119K
$18.5M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
33.4K+ 55.5% |
$2.42M - $3.1M
|
93.6K
$14.5M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.3K+ 63.45% |
$2.42M - $3.09M
|
85.8K
$13.3M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32.6KNew |
$2.37M - $3.03M
|
32.6K
$5.06M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
30.6K+ 36.62% |
$2.22M - $2.84M
|
114K
$17.7M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30.2KNew |
$2.19M - $2.8M
|
30.2K
$4.69M
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
29.9KNew |
$2.17M - $2.78M
|
29.9K
$4.64M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 52.26% |
$2.16M - $2.76M
|
86.8K
$13.5M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.4K+ 317.19% |
$2.14M - $2.73M
|
38.7K
$6.01M
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
29.4KNew |
$2.13M - $2.73M
|
29.4K
$4.57M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29.3K+ 58.41% |
$2.13M - $2.72M
|
79.5K
$12.3M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
28.2K+ 63.55% |
$2.05M - $2.62M
|
72.7K
$11.3M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
27.6K+ 1.7% |
$2M - $2.56M
|
1.66M
$257M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
26.7K+ 123.56% |
$1.94M - $2.48M
|
48.4K
$7.51M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26.7KNew |
$1.93M - $2.48M
|
26.7K
$4.14M
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
26K+ 36.76% |
$1.89M - $2.41M
|
96.7K
$15M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.8K+ 65.23% |
$1.87M - $2.39M
|
65.2K
$10.1M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24.8K+ 84.09% |
$1.8M - $2.3M
|
54.2K
$8.41M
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
23.3K+ 95.89% |
$1.69M - $2.17M
|
47.7K
$7.4M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
23.3K+ 30.29% |
$1.69M - $2.16M
|
100K
$15.6M
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
23KNew |
$1.67M - $2.13M
|
23K
$3.57M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.6K+ 19.34% |
$1.64M - $2.1M
|
139K
$21.6M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.4K+ 48.34% |
$1.63M - $2.08M
|
68.8K
$10.7M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.3KNew |
$1.62M - $2.07M
|
22.3K
$3.47M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
22.2KNew |
$1.61M - $2.06M
|
22.2K
$3.44M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
22K+ 95.0% |
$1.59M - $2.04M
|
45.1K
$7M
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
21.2K+ 47.25% |
$1.54M - $1.97M
|
66.2K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21.1K+ 320.2% |
$1.53M - $1.96M
|
27.7K
$4.3M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21.1KNew |
$1.53M - $1.96M
|
21.1K
$3.27M
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
20.4KNew |
$1.48M - $1.89M
|
20.4K
$3.16M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 10.11% |
$1.45M - $1.85M
|
218K
$33.8M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
19.5K+ 40.92% |
$1.41M - $1.81M
|
67K
$10.4M
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
19.2KNew |
$1.39M - $1.78M
|
19.2K
$2.98M
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19K+ 40.16% |
$1.38M - $1.76M
|
66.2K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.5K+ 25.94% |
$1.34M - $1.72M
|
89.9K
$14M
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 73.75% |
$1.31M - $1.68M
|
42.6K
$6.61M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18K+ 12.9% |
$1.31M - $1.68M
|
158K
$24.5M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
17.8K+ 22.87% |
$1.29M - $1.65M
|
95.5K
$14.8M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.6K+ 33.98% |
$1.27M - $1.63M
|
69.2K
$10.7M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
17.1K+ 42.0% |
$1.24M - $1.59M
|
57.9K
$8.99M
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
17.1K+ 23.83% |
$1.24M - $1.59M
|
88.8K
$13.8M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9K+ 62.18% |
$1.23M - $1.57M
|
44.1K
$6.84M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.6K+ 19.75% |
$1.21M - $1.55M
|
101K
$15.7M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
16.6K+ 94.73% |
$1.2M - $1.54M
|
34.1K
$5.3M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.2K+ 35.99% |
$1.18M - $1.5M
|
61.3K
$9.51M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
16.2K+ 42.01% |
$1.17M - $1.5M
|
54.7K
$8.49M
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
15.8K+ 37.79% |
$1.15M - $1.47M
|
57.8K
$8.97M
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
15.7K+ 26.24% |
$1.14M - $1.46M
|
75.5K
$11.7M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
15.6K+ 37.0% |
$1.13M - $1.45M
|
57.8K
$8.97M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 50.88% |
$1.13M - $1.44M
|
46.1K
$7.16M
|