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 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.9K+ 29.35% |
$428K - $547K
|
26K
$4.19M
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.72KNew |
$415K - $531K
|
5.72K
$923K
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
5.57KNew |
$404K - $517K
|
5.57K
$899K
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
5.56K+ 2.35% |
$403K - $516K
|
242K
$39.1M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.34K+ 53.85% |
$388K - $496K
|
15.3K
$2.46M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.29K+ 14.13% |
$384K - $491K
|
42.7K
$6.89M
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.2KNew |
$377K - $483K
|
5.2K
$839K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.14K+ 48.9% |
$373K - $477K
|
15.7K
$2.53M
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.97K+ 93.69% |
$361K - $461K
|
10.3K
$1.66M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.89KNew |
$355K - $454K
|
4.89K
$788K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 72.17% |
$351K - $449K
|
11.5K
$1.86M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.83K+ 59.9% |
$350K - $448K
|
12.9K
$2.08M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.78K+ 267.26% |
$347K - $444K
|
6.57K
$1.06M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.73K+ 43.26% |
$343K - $439K
|
15.7K
$2.53M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.73K+ 85.97% |
$343K - $439K
|
10.2K
$1.65M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.72KNew |
$343K - $438K
|
4.72K
$762K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.66K+ 53.35% |
$338K - $433K
|
13.4K
$2.16M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.59K+ 7.03% |
$333K - $426K
|
69.9K
$11.3M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.47KNew |
$324K - $414K
|
4.47K
$720K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.4K+ 1300.89% |
$319K - $408K
|
4.74K
$764K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.38K+ 67.45% |
$317K - $406K
|
10.9K
$1.75M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.29K+ 22.68% |
$311K - $398K
|
23.2K
$3.74M
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.27K+ 40.73% |
$310K - $396K
|
14.8K
$2.38M
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.2K+ 36.94% |
$305K - $390K
|
15.6K
$2.51M
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.17KNew |
$302K - $387K
|
4.17K
$672K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.14K+ 17.75% |
$300K - $384K
|
27.4K
$4.42M
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.07K+ 14.54% |
$295K - $378K
|
32.1K
$5.17M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.06K+ 127.58% |
$294K - $377K
|
7.24K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4K+ 171.61% |
$290K - $371K
|
6.33K
$1.02M
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
3.96K+ 73.7% |
$287K - $368K
|
9.34K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.93K+ 82.91% |
$285K - $364K
|
8.66K
$1.4M
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.92K+ 27.01% |
$284K - $364K
|
18.4K
$2.97M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.81K+ 21.26% |
$276K - $353K
|
21.7K
$3.5M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.67KNew |
$267K - $341K
|
3.67K
$593K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.62K+ 208.46% |
$263K - $336K
|
5.36K
$864K
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.61K+ 57.29% |
$262K - $335K
|
9.92K
$1.6M
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.6KNew |
$261K - $334K
|
3.6K
$580K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.56KNew |
$258K - $330K
|
3.56K
$574K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.53KNew |
$256K - $328K
|
3.53K
$569K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.48K+ 33.15% |
$253K - $323K
|
14K
$2.26M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.47K+ 67.3% |
$252K - $322K
|
8.63K
$1.39M
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.45KNew |
$251K - $321K
|
3.45K
$557K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.4KNew |
$247K - $316K
|
3.4K
$548K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.33K+ 53.9% |
$241K - $309K
|
9.5K
$1.53M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.32K+ 51.37% |
$241K - $308K
|
9.78K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.27K+ 7.03% |
$237K - $303K
|
49.7K
$8.02M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.26KNew |
$237K - $303K
|
3.26K
$526K
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.26KNew |
$237K - $303K
|
3.26K
$526K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 68.22% |
$233K - $298K
|
7.93K
$1.28M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.18K+ 47.12% |
$231K - $295K
|
9.93K
$1.6M
|