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
|
First National Trust CO
|
SELL
|
- |
-30- 0.26% |
$2.18K - $2.78K
|
11.5K
$1.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-35- 0.06% |
$2.54K - $3.25K
|
59.5K
$9.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-37- 0.13% |
$2.68K - $3.43K
|
29.3K
$4.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 15.16% |
$2.68K - $3.43K
|
207
$33.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-40- 0.15% |
$2.9K - $3.71K
|
27.4K
$4.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-41- 1.21% |
$2.97K - $3.81K
|
3.34K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-42- 0.23% |
$3.05K - $3.9K
|
18.3K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-55- 0.19% |
$3.99K - $5.1K
|
29.3K
$4.72M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-59- 0.93% |
$4.28K - $5.48K
|
6.25K
$1.01M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-62- 1.09% |
$4.5K - $5.75K
|
5.61K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-64- 1.03% |
$4.64K - $5.94K
|
6.13K
$989K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-66- 0.35% |
$4.79K - $6.13K
|
19K
$3.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-66- 1.08% |
$4.79K - $6.13K
|
6.04K
$974K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-67- 0.75% |
$4.86K - $6.22K
|
8.82K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-68- 0.91% |
$4.93K - $6.31K
|
7.42K
$1.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-74- 1.56% |
$5.37K - $6.87K
|
4.66K
$751K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-83- 15.87% |
$6.02K - $7.7K
|
440
$71K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-94- 1.44% |
$6.82K - $8.72K
|
6.45K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-98- 0.54% |
$7.11K - $9.1K
|
18.2K
$2.94M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-98- 1.75% |
$7.11K - $9.1K
|
5.51K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-98- 5.86% |
$7.11K - $9.1K
|
1.58K
$254K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-100- 1.35% |
$7.25K - $9.28K
|
7.29K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-100- 0.77% |
$7.25K - $9.28K
|
12.9K
$2.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-100- 3.51% |
$7.25K - $9.28K
|
2.75K
$444K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.52% |
$7.25K - $9.28K
|
19K
$3.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 2.09% |
$7.25K - $9.28K
|
4.68K
$754K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-104- 0.38% |
$7.54K - $9.65K
|
27.4K
$4.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-107- 0.81% |
$7.76K - $9.93K
|
13.1K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-120- 2.69% |
$8.7K - $11.1K
|
4.35K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-120- 1.36% |
$8.7K - $11.1K
|
8.7K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-125- 1.54% |
$9.07K - $11.6K
|
7.97K
$1.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-129- 0.88% |
$9.36K - $12K
|
14.5K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-133- 1.84% |
$9.65K - $12.3K
|
7.1K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-138- 2.13% |
$10K - $12.8K
|
6.35K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-139- 3.39% |
$10.1K - $12.9K
|
3.96K
$639K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-148- 0.53% |
$10.7K - $13.7K
|
27.9K
$4.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-150- 0.42% |
$10.9K - $13.9K
|
35.4K
$5.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-156- 2.26% |
$11.3K - $14.5K
|
6.75K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-158- 3.28% |
$11.5K - $14.7K
|
4.65K
$750K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-162Closed |
$11.8K - $15K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-173- 4.87% |
$12.5K - $16.1K
|
3.38K
$545K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-175- 0.71% |
$12.7K - $16.2K
|
24.6K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-175- 2.35% |
$12.7K - $16.2K
|
7.29K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-178- 3.05% |
$12.9K - $16.5K
|
5.67K
$914K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-192- 1.4% |
$13.9K - $17.8K
|
13.5K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-199- 2.82% |
$14.4K - $18.5K
|
6.85K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 5.26% |
$14.5K - $18.6K
|
3.6K
$581K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 2.04% |
$14.5K - $18.6K
|
9.6K
$1.55M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-200- 3.67% |
$14.5K - $18.6K
|
5.24K
$846K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-220- 5.74% |
$16K - $20.4K
|
3.61K
$583K
|