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 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
103+ 0.83% |
$7.47K - $9.56K
|
12.5K
$2.02M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
92+ 2.6% |
$6.67K - $8.54K
|
3.63K
$586K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
84+ 2.16% |
$6.09K - $7.8K
|
3.97K
$640K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
82New |
$5.95K - $7.61K
|
82
$13.2K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
73+ 11.06% |
$5.3K - $6.78K
|
733
$118K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
72New |
$5.22K - $6.68K
|
72
$11.6K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
66+ 0.57% |
$4.79K - $6.13K
|
11.7K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
65+ 2.15% |
$4.72K - $6.03K
|
3.1K
$499K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
60+ 0.6% |
$4.35K - $5.57K
|
9.99K
$1.61M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
56+ 0.49% |
$4.06K - $5.2K
|
11.5K
$1.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55+ 1.14% |
$3.99K - $5.1K
|
4.88K
$787K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
52+ 0.26% |
$3.77K - $4.83K
|
19.8K
$3.19M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
50+ 1666.67% |
$3.63K - $4.64K
|
53
$8.55K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
50New |
$3.63K - $4.64K
|
50
$8.06K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47+ 74.6% |
$3.41K - $4.36K
|
110
$17.7K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
36+ 0.13% |
$2.61K - $3.34K
|
28K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
31New |
$2.25K - $2.88K
|
31
$5K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
27New |
$1.96K - $2.51K
|
27
$4.35K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 4.56% |
$1.52K - $1.95K
|
482
$77.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.59% |
$1.31K - $1.67K
|
3.06K
$494K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
18+ 0.29% |
$1.31K - $1.67K
|
6.31K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
15+ 0.12% |
$1.09K - $1.39K
|
13K
$2.1M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
15+ 500.0% |
$1.09K - $1.39K
|
18
$2.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$943 - $1.21K
|
3.68K
$594K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12+ 0.16% |
$870 - $1.11K
|
7.46K
$1.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10New |
$725 - $928
|
10
$1.61K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10New |
$725 - $928
|
10
$1.61K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.14% |
$653 - $835
|
6.5K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8+ 0.1% |
$580 - $742
|
8.03K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
BUY
|
- |
7+ 0.11% |
$508 - $650
|
6.45K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.11% |
$508 - $650
|
6.2K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4+ 0.04% |
$290 - $371
|
9.68K
$1.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.08% |
$290 - $371
|
4.79K
$772K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4+ 0.08% |
$290 - $371
|
4.91K
$792K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4+ 0.09% |
$290 - $371
|
4.58K
$739K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.11% |
$218 - $278
|
2.85K
$460K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$218 - $278
|
2.88K
$465K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3+ 0.02% |
$218 - $278
|
17.4K
$2.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.11% |
$218 - $278
|
2.7K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$72.5 - $92.8
|
4.34K
$699K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.21% |
$72.5 - $92.8
|
476
$76.8K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$72.5 - $92.8
|
1.62K
$261K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.21% |
$72.5 - $92.8
|
473
$76.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$72.5 - $92.8
|
5.83K
$940K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$72.5 - $92.8
|
7.39K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3- 0.1% |
$218 - $278
|
3.15K
$508K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-5- 0.18% |
$363 - $464
|
2.76K
$445K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-13- 0.45% |
$943 - $1.21K
|
2.88K
$464K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-20- 0.62% |
$1.45K - $1.86K
|
3.23K
$521K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-23- 7.03% |
$1.67K - $2.13K
|
304
$49K
|