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 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
3.14KNew |
$228K - $291K
|
3.14K
$506K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.13K+ 19.04% |
$227K - $290K
|
19.6K
$3.15M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.11K+ 25.47% |
$226K - $289K
|
15.3K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.09KNew |
$224K - $287K
|
3.09K
$499K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.03K+ 1.61% |
$220K - $281K
|
191K
$30.8M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.83K+ 42.01% |
$206K - $263K
|
9.58K
$1.54M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.83K+ 76.49% |
$205K - $262K
|
6.53K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.82K+ 1.35% |
$205K - $262K
|
212K
$34.3M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 15.32% |
$205K - $262K
|
21.2K
$3.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
2.81KNew |
$204K - $261K
|
2.81K
$453K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.75K+ 0.23% |
$199K - $255K
|
1.22M
$197M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.74KNew |
$199K - $254K
|
2.74K
$442K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.71KNew |
$196K - $251K
|
2.71K
$436K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2.7K+ 33.8% |
$196K - $251K
|
10.7K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.7KNew |
$195K - $250K
|
2.7K
$435K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
2.68KNew |
$195K - $249K
|
2.68K
$433K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
2.68KNew |
$194K - $249K
|
2.68K
$432K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.67KNew |
$194K - $248K
|
2.67K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.65KNew |
$192K - $246K
|
2.65K
$427K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
2.64K+ 7.78% |
$192K - $245K
|
36.6K
$5.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.63KNew |
$191K - $244K
|
2.63K
$424K
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
2.61KNew |
$189K - $242K
|
2.61K
$421K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
2.6KNew |
$189K - $241K
|
2.6K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.6K+ 46.35% |
$189K - $241K
|
8.21K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.59KNew |
$188K - $241K
|
2.59K
$418K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.58KNew |
$187K - $239K
|
2.58K
$416K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.56KNew |
$186K - $238K
|
2.56K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.51KNew |
$182K - $232K
|
2.51K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.5KNew |
$181K - $232K
|
2.5K
$403K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
2.48KNew |
$180K - $230K
|
2.48K
$400K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.48KNew |
$180K - $230K
|
2.48K
$399K
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.47KNew |
$179K - $229K
|
2.47K
$399K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.47KNew |
$179K - $229K
|
2.47K
$398K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.46KNew |
$178K - $228K
|
2.46K
$396K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.45KNew |
$177K - $227K
|
2.45K
$395K
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.44KNew |
$177K - $227K
|
2.44K
$394K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.44KNew |
$177K - $226K
|
2.44K
$394K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.43KNew |
$176K - $225K
|
2.43K
$392K
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.42KNew |
$175K - $224K
|
2.42K
$390K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.41KNew |
$175K - $223K
|
2.41K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.4KNew |
$174K - $223K
|
2.4K
$387K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.39KNew |
$174K - $222K
|
2.39K
$386K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.39KNew |
$173K - $222K
|
2.39K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.36K+ 6.92% |
$171K - $219K
|
36.5K
$5.89M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.34KNew |
$170K - $218K
|
2.34K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.33KNew |
$169K - $216K
|
2.33K
$376K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$169K - $216K
|
2.33K
$375K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.32KNew |
$168K - $215K
|
2.32K
$374K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2.32KNew |
$168K - $215K
|
2.32K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.28KNew |
$166K - $212K
|
2.28K
$368K
|