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
|
Russell Investments Group, Ltd.
|
BUY
|
- |
998New |
$72.4K - $92.6K
|
998
$159K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
946New |
$68.6K - $87.8K
|
946
$151K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
875+ 11.55% |
$63.5K - $81.2K
|
8.45K
$1.35M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
875+ 5.48% |
$63.5K - $81.2K
|
16.8K
$2.69M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
775+ 3.05% |
$56.2K - $71.9K
|
26.2K
$4.18M
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
757+ 20.02% |
$54.9K - $70.3K
|
4.54K
$725K
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
738New |
$53.5K - $68.5K
|
738
$118K
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
718New |
$52.1K - $66.6K
|
718
$115K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
689+ 2.58% |
$50K - $63.9K
|
27.4K
$4.37M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
627+ 24.12% |
$45.5K - $58.2K
|
3.23K
$515K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
624+ 2228.57% |
$45.3K - $57.9K
|
652
$104K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
595New |
$43.2K - $55.2K
|
595
$95K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
501+ 5.14% |
$36.3K - $46.5K
|
10.3K
$1.64M
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
481+ 11.24% |
$34.9K - $44.6K
|
4.76K
$760K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
447+ 15.17% |
$32.4K - $41.5K
|
3.39K
$542K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
438+ 9.02% |
$31.8K - $40.7K
|
5.29K
$845K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
436+ 11.58% |
$31.6K - $40.5K
|
4.2K
$671K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
426+ 44.05% |
$30.9K - $39.5K
|
1.39K
$222K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
405+ 34.32% |
$29.4K - $37.6K
|
1.59K
$253K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
401+ 28.75% |
$29.1K - $37.2K
|
1.8K
$287K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
400+ 11.56% |
$29K - $37.1K
|
3.86K
$616K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
386New |
$28K - $35.8K
|
386
$61.6K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
360+ 2.81% |
$26.1K - $33.4K
|
13.2K
$2.1M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
332New |
$24.1K - $30.8K
|
332
$53K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
321New |
$23.3K - $29.8K
|
321
$51.3K
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
302+ 4.54% |
$21.9K - $28K
|
6.96K
$1.11M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
302+ 2.66% |
$21.9K - $28K
|
11.7K
$1.86M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
300+ 20.33% |
$21.8K - $27.8K
|
1.78K
$284K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
295+ 230.47% |
$21.4K - $27.4K
|
423
$67.5K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
293+ 10.07% |
$21.3K - $27.2K
|
3.2K
$511K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
284New |
$20.6K - $26.4K
|
284
$45.3K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
271+ 0.87% |
$19.7K - $25.2K
|
31.6K
$5.04M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
270New |
$19.6K - $25.1K
|
270
$43.1K
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
263+ 0.72% |
$19.1K - $24.4K
|
36.9K
$5.89M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
250New |
$18.1K - $23.2K
|
250
$39.9K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
240+ 54.92% |
$17.4K - $22.3K
|
677
$108K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
240+ 5.96% |
$17.4K - $22.3K
|
4.27K
$682K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
215+ 70.26% |
$15.6K - $20K
|
521
$83.2K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
207New |
$15K - $19.2K
|
207
$33.1K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
206+ 4.9% |
$14.9K - $19.1K
|
4.41K
$704K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
195+ 1.22% |
$14.1K - $18.1K
|
16.2K
$2.58M
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
173+ 4.48% |
$12.5K - $16.1K
|
4.04K
$645K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
160New |
$11.6K - $14.8K
|
160
$25.5K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
150+ 300.0% |
$10.9K - $13.9K
|
200
$31.9K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
139+ 3.32% |
$10.1K - $12.9K
|
4.33K
$691K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
123+ 3.38% |
$8.92K - $11.4K
|
3.76K
$601K
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
120+ 0.78% |
$8.7K - $11.1K
|
15.4K
$2.46M
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
120New |
$8.7K - $11.1K
|
120
$19.2K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
107New |
$7.76K - $9.93K
|
107
$17.1K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
105+ 1.0% |
$7.62K - $9.75K
|
10.7K
$1.7M
|