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 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.28K+ 57.19% |
$166K - $212K
|
6.28K
$1M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.26KNew |
$164K - $210K
|
2.26K
$361K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.25K+ 28.48% |
$163K - $209K
|
10.1K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.24KNew |
$162K - $208K
|
2.24K
$358K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.24KNew |
$162K - $208K
|
2.24K
$357K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.24KNew |
$162K - $208K
|
2.24K
$357K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.22KNew |
$161K - $206K
|
2.22K
$354K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.19KNew |
$158K - $203K
|
2.19K
$349K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.19KNew |
$158K - $203K
|
2.19K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.17K+ 1.28% |
$157K - $201K
|
172K
$27.4M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.14K+ 31.56% |
$155K - $199K
|
8.92K
$1.42M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.13K+ 18.33% |
$154K - $198K
|
13.7K
$2.19M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 56.87% |
$154K - $197K
|
5.84K
$933K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.1K+ 37.21% |
$152K - $195K
|
7.73K
$1.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.99KNew |
$145K - $185K
|
1.99K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.95K+ 27.27% |
$142K - $181K
|
9.12K
$1.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.84K+ 21.49% |
$133K - $171K
|
10.4K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.83K+ 2.88% |
$133K - $170K
|
65.3K
$10.4M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.77K+ 980.11% |
$129K - $165K
|
1.96K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.72K+ 4.54% |
$125K - $160K
|
39.6K
$6.32M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.71K+ 13.12% |
$124K - $159K
|
14.8K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.7K+ 169900.0% |
$123K - $158K
|
1.7K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62KNew |
$118K - $151K
|
1.62K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.62K+ 4.77% |
$118K - $151K
|
35.6K
$5.69M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62K+ 4.26% |
$118K - $150K
|
39.7K
$6.34M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.51K+ 2.23% |
$110K - $140K
|
69.3K
$11.1M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.5K+ 11.27% |
$109K - $139K
|
14.8K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.47K+ 10.83% |
$107K - $137K
|
15.1K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.47K+ 16.69% |
$106K - $136K
|
10.3K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.41K+ 38.55% |
$102K - $131K
|
5.06K
$808K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 18.25% |
$97.9K - $125K
|
8.74K
$1.4M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.31K+ 30.83% |
$94.9K - $121K
|
5.55K
$886K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.3K+ 0.37% |
$94.2K - $121K
|
356K
$56.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.29K+ 33.65% |
$93.3K - $119K
|
5.11K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.28K+ 35.34% |
$92.6K - $119K
|
4.89K
$781K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26K+ 2.22% |
$91.3K - $117K
|
58K
$9.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.22K+ 20.53% |
$88.1K - $113K
|
7.13K
$1.14M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.21K+ 29.41% |
$87.7K - $112K
|
5.32K
$849K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.2K+ 15.79% |
$86.8K - $111K
|
8.77K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 26.13% |
$86.1K - $110K
|
5.73K
$915K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.15K+ 11.23% |
$83.3K - $107K
|
11.4K
$1.82M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.14K+ 13.61% |
$82.7K - $106K
|
9.52K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 15.28% |
$79.2K - $101K
|
8.24K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.09K+ 3.73% |
$79.1K - $101K
|
30.3K
$4.84M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 3.94% |
$78.6K - $101K
|
28.5K
$4.56M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 16.04% |
$78.3K - $100K
|
7.81K
$1.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.06K+ 20.45% |
$76.8K - $98.3K
|
6.24K
$996K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.05K+ 49.41% |
$76.1K - $97.4K
|
3.17K
$506K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1K+ 31.71% |
$72.5K - $92.8K
|
4.15K
$663K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1K+ 31.71% |
$72.5K - $92.8K
|
4.15K
$663K
|