Purchases and Sales Made in Q4 2021 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.85M+ 6331.57% |
$385M - $451M
|
3.91M
$616M
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
417KNew |
$41.7M - $48.8M
|
417K
$65.7M
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
371K+ 73.87% |
$37.1M - $43.4M
|
872K
$138M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
157KNew |
$15.8M - $18.4M
|
157K
$24.8M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
154K+ 362.4% |
$15.4M - $18.1M
|
197K
$31M
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
138KNew |
$13.8M - $16.2M
|
138K
$21.8M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 7.61% |
$11M - $12.8M
|
1.55M
$244M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 15.0% |
$10.8M - $12.6M
|
824K
$130M
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
99.7K+ 1644.66% |
$9.98M - $11.7M
|
106K
$16.7M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
82KNew |
$8.21M - $9.6M
|
82K
$12.9M
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
78K+ 20.37% |
$7.81M - $9.13M
|
461K
$72.6M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.2K+ 4.48% |
$7.32M - $8.57M
|
1.71M
$269M
|
|
Mar 31, 2022
Q4 2021
|
Pariax, LLC
|
BUY
|
- |
73KNew |
$7.3M - $8.54M
|
73K
$11.5M
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
68.4K+ 2783.03% |
$6.85M - $8.01M
|
70.9K
$11.2M
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
59.5KNew |
$5.96M - $6.97M
|
59.5K
$9.39M
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
57.4K+ 18.36% |
$5.74M - $6.72M
|
370K
$58.3M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
44.9KNew |
$4.49M - $5.25M
|
44.9K
$7.07M
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
43.1KNew |
$4.32M - $5.05M
|
43.1K
$6.8M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42.8K+ 975.5% |
$4.28M - $5.01M
|
47.2K
$7.44M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
37.1KNew |
$3.72M - $4.35M
|
37.1K
$5.85M
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
35.7KNew |
$3.58M - $4.19M
|
35.7K
$5.63M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
33.7K+ 31.18% |
$3.37M - $3.94M
|
142K
$22.3M
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
32.5KNew |
$3.25M - $3.8M
|
32.5K
$5.12M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.5KNew |
$3.25M - $3.8M
|
32.5K
$5.12M
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
32.3K+ 21.03% |
$3.23M - $3.78M
|
186K
$29.3M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
32.3KNew |
$3.23M - $3.78M
|
32.3K
$5.08M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
30.2KNew |
$3.03M - $3.54M
|
30.2K
$4.77M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29.2KNew |
$2.93M - $3.42M
|
29.2K
$4.61M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28K+ 6.01% |
$2.81M - $3.28M
|
495K
$78M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
25.7KNew |
$2.57M - $3.01M
|
25.7K
$4.05M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.2KNew |
$2.52M - $2.95M
|
25.2K
$3.97M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23KNew |
$2.3M - $2.69M
|
23K
$3.63M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23K+ 287.53% |
$2.3M - $2.69M
|
30.9K
$4.88M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.8K+ 66.22% |
$2.28M - $2.67M
|
57.2K
$9.01M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.7KNew |
$2.18M - $2.55M
|
21.7K
$3.43M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.7K+ 86.92% |
$2.17M - $2.54M
|
46.7K
$7.36M
|
|
Feb 14, 2022
Q4 2021
|
Westwood Wealth Management
|
BUY
|
- |
21.4KNew |
$2.14M - $2.5M
|
21.4K
$3.37M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.7KNew |
$2.08M - $2.43M
|
20.7K
$3.27M
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
20.2K+ 263.59% |
$2.03M - $2.37M
|
27.9K
$4.4M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.86M - $2.18M
|
18.6K
$2.94M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3K+ 16.83% |
$1.84M - $2.15M
|
127K
$20.1M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
17.9KNew |
$1.8M - $2.1M
|
17.9K
$2.83M
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
17.1K+ 18.29% |
$1.71M - $2M
|
110K
$17.4M
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
16.7K+ 808.2% |
$1.67M - $1.95M
|
18.7K
$2.95M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
16KNew |
$1.6M - $1.88M
|
16K
$2.53M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.7K+ 15.43% |
$1.47M - $1.72M
|
110K
$17.3M
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.4K+ 69.0% |
$1.44M - $1.69M
|
35.3K
$5.57M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14K+ 18.5% |
$1.4M - $1.64M
|
89.8K
$14.2M
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13.7K+ 440.56% |
$1.37M - $1.6M
|
16.8K
$2.65M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
13KNew |
$1.3M - $1.52M
|
13K
$2.05M
|