Purchases and Sales Made in Q2 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-498- 3.47% |
$38.6K - $52.3K
|
13.9K
$2.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-500- 6.34% |
$38.8K - $52.5K
|
7.39K
$1.19M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-503- 5.19% |
$39K - $52.8K
|
9.18K
$1.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-520- 0.96% |
$40.3K - $54.6K
|
53.9K
$8.68M
|
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-544- 6.86% |
$42.2K - $57.1K
|
7.39K
$1.19M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-544- 13.03% |
$42.2K - $57.1K
|
3.63K
$585K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-549- 3.5% |
$42.6K - $57.7K
|
15.1K
$2.44M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-567- 15.76% |
$44K - $59.6K
|
3.03K
$488K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-578- 7.64% |
$44.8K - $60.7K
|
6.98K
$1.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-580Closed |
$45K - $60.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-585- 19.06% |
$45.4K - $61.4K
|
2.49K
$400K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-600- 3.53% |
$46.5K - $63K
|
16.4K
$2.64M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-600Closed |
$46.5K - $63K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-612- 3.12% |
$47.4K - $64.3K
|
19K
$3.06M
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-624- 11.71% |
$48.4K - $65.5K
|
4.7K
$758K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-626- 11.43% |
$48.5K - $65.8K
|
4.85K
$782K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-630- 0.62% |
$48.8K - $66.2K
|
100K
$16.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-651- 0.17% |
$50.5K - $68.4K
|
377K
$60.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-658- 3.35% |
$51K - $69.1K
|
19K
$3.06M
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-695- 8.62% |
$53.9K - $73K
|
7.37K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-698- 40.94% |
$54.1K - $73.3K
|
1.01K
$162K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-722- 28.75% |
$56K - $75.8K
|
1.79K
$288K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-740- 11.9% |
$57.4K - $77.7K
|
5.48K
$882K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-790- 5.89% |
$61.2K - $83K
|
12.6K
$2.03M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-810- 7.64% |
$62.8K - $85.1K
|
9.79K
$1.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-865- 1.04% |
$67.1K - $90.9K
|
82.1K
$13.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-869- 3.37% |
$67.4K - $91.3K
|
24.9K
$4.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-871- 0.24% |
$67.5K - $91.5K
|
367K
$59.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-877- 21.92% |
$68K - $92.1K
|
3.12K
$503K
|
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-897- 8.11% |
$69.5K - $94.2K
|
10.2K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-914- 13.33% |
$70.9K - $96K
|
5.94K
$957K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1KClosed |
$77.5K - $105K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1K- 24.65% |
$77.5K - $105K
|
3.06K
$492K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.02KClosed |
$79.4K - $108K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.06K- 14.75% |
$82K - $111K
|
6.11K
$985K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.08K- 1.7% |
$83.3K - $113K
|
62.1K
$10M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 7.21% |
$86.8K - $118K
|
14.4K
$2.32M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.13K- 11.11% |
$87.5K - $118K
|
9.02K
$1.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.13K- 4.11% |
$87.5K - $119K
|
26.3K
$4.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.15K- 11.77% |
$89.2K - $121K
|
8.63K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.16K- 9.19% |
$90.2K - $122K
|
11.5K
$1.85M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.19K- 4.6% |
$91.9K - $124K
|
24.6K
$3.96M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 1.89% |
$92.3K - $125K
|
61.9K
$9.98M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.21K- 10.92% |
$94K - $127K
|
9.89K
$1.59M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.22K- 4.84% |
$94.2K - $128K
|
23.9K
$3.85M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.22K- 13.96% |
$94.5K - $128K
|
7.51K
$1.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.23K- 11.44% |
$95.1K - $129K
|
9.49K
$1.53M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.27K- 21.03% |
$98.3K - $133K
|
4.76K
$767K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.29K- 11.1% |
$99.7K - $135K
|
10.3K
$1.66M
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.31K- 10.66% |
$102K - $138K
|
11K
$1.77M
|