Purchases and Sales Made in Q3 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.21% |
$73.4 - $94.5
|
472
$78K
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.08% |
$73.4 - $94.5
|
1.31K
$216K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $94.5
|
6K
$991K
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1+ 0.0% |
$73.4 - $94.5
|
53.2K
$8.78M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$73.4 - $94.5
|
11.6K
$1.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1- 0.1% |
$73.4 - $94.5
|
1.01K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1- -0.0% |
$73.4 - $94.5
|
53.2K
$8.78M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 1.56% |
$73.4 - $94.5
|
63
$10.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.07% |
$147 - $189
|
2.74K
$452K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.09% |
$220 - $284
|
3.52K
$582K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-8- 0.13% |
$587 - $756
|
6.11K
$1.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-11- 0.04% |
$807 - $1.04K
|
30K
$4.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13- 0.12% |
$954 - $1.23K
|
11.2K
$1.84M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 11.61% |
$1.32K - $1.7K
|
137
$22.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-30- 0.3% |
$2.2K - $2.84K
|
10.1K
$1.66M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-32- 0.28% |
$2.35K - $3.02K
|
11.6K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-36- 0.39% |
$2.64K - $3.4K
|
9.15K
$1.51M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-37- 0.45% |
$2.71K - $3.5K
|
8.1K
$1.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-39- 0.56% |
$2.86K - $3.69K
|
6.93K
$1.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-45- 0.95% |
$3.3K - $4.25K
|
4.72K
$779K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-50- 0.41% |
$3.67K - $4.73K
|
12.3K
$2.02M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-50- 0.41% |
$3.67K - $4.73K
|
12.1K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-57- 6.26% |
$4.18K - $5.39K
|
854
$141K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-70- 0.36% |
$5.14K - $6.62K
|
19.4K
$3.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-70- 0.28% |
$5.14K - $6.62K
|
25.3K
$4.18M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-79- 2.1% |
$5.8K - $7.47K
|
3.69K
$609K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-89- 11.5% |
$6.53K - $8.41K
|
685
$113K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-99- 0.41% |
$7.26K - $9.36K
|
23.8K
$3.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-99- 2.36% |
$7.26K - $9.36K
|
4.1K
$677K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-100- 1.02% |
$7.34K - $9.45K
|
9.69K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Wealth Management
|
SELL
|
- |
-100- 0.77% |
$7.34K - $9.45K
|
13K
$2.14M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-100- 1.53% |
$7.34K - $9.45K
|
6.44K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 0.24% |
$7.34K - $9.45K
|
40.9K
$6.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-100- 1.53% |
$7.34K - $9.45K
|
6.44K
$1.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-114- 0.6% |
$8.36K - $10.8K
|
19K
$3.14M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-116- 1.93% |
$8.51K - $11K
|
5.89K
$973K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-119- 0.14% |
$8.73K - $11.2K
|
86.7K
$14.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-124- 1.51% |
$9.1K - $11.7K
|
8.07K
$1.33M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-126- 1.35% |
$9.24K - $11.9K
|
9.23K
$1.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-130- 32.91% |
$9.54K - $12.3K
|
265
$43.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-130- 4.49% |
$9.54K - $12.3K
|
2.77K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-133- 2.24% |
$9.76K - $12.6K
|
5.81K
$960K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-144- 0.39% |
$10.6K - $13.6K
|
36.4K
$6.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-148- 3.05% |
$10.9K - $14K
|
4.7K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-154- 2.44% |
$11.3K - $14.6K
|
6.16K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-156- 4.54% |
$11.4K - $14.7K
|
3.28K
$541K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-161- 12.01% |
$11.8K - $15.2K
|
1.18K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-164- 35.27% |
$12K - $15.5K
|
301
$49.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-165- 1.6% |
$12.1K - $15.6K
|
10.1K
$1.67M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-176- 0.72% |
$12.9K - $16.6K
|
24.2K
$4M
|