Purchases and Sales Made in Q3 2021 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.84K- 0.88% |
$182K - $200K
|
207K
$33.1M
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.84K- 10.9% |
$182K - $200K
|
15K
$2.4M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.08K- 16.02% |
$206K - $227K
|
10.9K
$1.74M
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
SELL
|
- |
-2.1K- 21.42% |
$208K - $229K
|
7.72K
$1.23M
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.11K- 6.16% |
$208K - $229K
|
32.1K
$5.12M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.15KClosed |
$213K - $234K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-2.18K- 21.96% |
$215K - $237K
|
7.73K
$1.23M
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-2.18K- 11.09% |
$215K - $237K
|
17.4K
$2.79M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.21K- 59.45% |
$218K - $240K
|
1.5K
$240K
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.38K- 10.11% |
$236K - $259K
|
21.2K
$3.38M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.4K- 7.05% |
$237K - $261K
|
31.6K
$5.04M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 8.95% |
$256K - $282K
|
26.3K
$4.21M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-2.6K- 2.86% |
$257K - $283K
|
88.2K
$14.1M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.89K- 3.01% |
$286K - $314K
|
92.9K
$14.8M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.89K- 14.62% |
$286K - $315K
|
16.9K
$2.7M
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.2KClosed |
$317K - $348K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.39K- 56.29% |
$336K - $369K
|
2.63K
$420K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.48K- 29.96% |
$344K - $379K
|
8.14K
$1.3M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.85K- 4.88% |
$382K - $420K
|
75.1K
$12M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-3.94K- 5.84% |
$390K - $428K
|
63.4K
$10.1M
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-4.26K- 8.71% |
$421K - $463K
|
44.6K
$7.12M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.33K- 4.16% |
$428K - $471K
|
99.6K
$15.9M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.43K- 2.75% |
$439K - $482K
|
157K
$25M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-5.02K- 62.71% |
$497K - $546K
|
2.98K
$476K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.28K- 3.06% |
$523K - $575K
|
168K
$26.8M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.32K- 13.39% |
$527K - $579K
|
34.4K
$5.49M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.89K- 1.17% |
$583K - $641K
|
499K
$79.7M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.97KClosed |
$591K - $650K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-6KClosed |
$594K - $653K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-6.14K- 89.88% |
$608K - $668K
|
691
$110K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.35K- 61.63% |
$628K - $691K
|
3.95K
$631K
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-6.39KClosed |
$633K - $696K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-6.6K- 96.22% |
$653K - $719K
|
259
$41.4K
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.68KClosed |
$662K - $728K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.76KClosed |
$669K - $736K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.28K- 91.84% |
$819K - $901K
|
735
$117K
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.42K- 14.57% |
$834K - $917K
|
49.4K
$7.89M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.09KClosed |
$900K - $990K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2KClosed |
$1.01M - $1.11M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.9KClosed |
$1.17M - $1.29M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-12KClosed |
$1.19M - $1.31M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-12.2K- 3.68% |
$1.21M - $1.33M
|
319K
$50.9M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-12.6KClosed |
$1.25M - $1.38M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13.5KClosed |
$1.34M - $1.47M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-13.8K- 7.92% |
$1.37M - $1.5M
|
161K
$25.6M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.9K- 6.36% |
$1.58M - $1.73M
|
235K
$37.4M
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-16.1K- 22.93% |
$1.59M - $1.75M
|
54K
$8.62M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.5K- 46.76% |
$1.63M - $1.8M
|
18.8K
$3M
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-17.4K- 86.79% |
$1.72M - $1.89M
|
2.64K
$422K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-19.1K- 0.95% |
$1.89M - $2.08M
|
2M
$319M
|