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 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
4.34KNew |
$434K - $508K
|
4.34K
$688K
|
|
Feb 04, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.28K+ 349.35% |
$428K - $501K
|
5.5K
$873K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
4.09K+ 163.11% |
$410K - $479K
|
6.6K
$1.05M
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.04KNew |
$405K - $473K
|
4.04K
$642K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4KNew |
$400K - $468K
|
4K
$635K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3.9K+ 16.19% |
$390K - $456K
|
28K
$4.44M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.86K+ 19.42% |
$386K - $452K
|
23.7K
$3.77M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.85K+ 5.13% |
$386K - $451K
|
79K
$12.5M
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.83KNew |
$384K - $449K
|
3.83K
$608K
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.68KNew |
$368K - $431K
|
3.68K
$584K
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.56KNew |
$356K - $417K
|
3.56K
$565K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.46K+ 1.8% |
$346K - $405K
|
195K
$31M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.37KNew |
$337K - $395K
|
3.37K
$535K
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.34K+ 4.94% |
$334K - $391K
|
71K
$11.3M
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
3.34K+ 11.9% |
$334K - $391K
|
31.4K
$4.99M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.3K+ 43.41% |
$330K - $386K
|
10.9K
$1.73M
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.24K+ 53.31% |
$324K - $379K
|
9.32K
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 65.82% |
$323K - $378K
|
8.14K
$1.29M
|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
BUY
|
- |
3.12KNew |
$312K - $365K
|
3.12K
$495K
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.09KNew |
$309K - $361K
|
3.09K
$490K
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.01KNew |
$301K - $352K
|
3.01K
$477K
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
3KNew |
$300K - $351K
|
3K
$476K
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
2.95KNew |
$296K - $346K
|
2.95K
$469K
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
2.94K+ 23.99% |
$294K - $344K
|
15.2K
$2.41M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.86K+ 11.18% |
$286K - $335K
|
28.5K
$4.52M
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
2.86KNew |
$286K - $335K
|
2.86K
$454K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.85KNew |
$286K - $334K
|
2.85K
$453K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.8KNew |
$280K - $328K
|
2.8K
$445K
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.78KNew |
$279K - $326K
|
2.78K
$442K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.78K+ 7.03% |
$278K - $326K
|
42.3K
$6.72M
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
2.68KNew |
$268K - $314K
|
2.68K
$425K
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.66KNew |
$266K - $312K
|
2.66K
$423K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 5.36% |
$265K - $310K
|
52K
$8.26M
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.52KNew |
$253K - $296K
|
2.52K
$401K
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.51K+ 8.83% |
$252K - $294K
|
31K
$4.92M
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.49K+ 11.53% |
$249K - $291K
|
24.1K
$3.82M
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.47K+ 14.55% |
$247K - $289K
|
19.4K
$3.08M
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
2.43KNew |
$244K - $285K
|
2.43K
$386K
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.42KNew |
$242K - $283K
|
2.42K
$384K
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.41K+ 38.62% |
$242K - $283K
|
8.67K
$1.38M
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.38KNew |
$239K - $279K
|
2.38K
$378K
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
2.33KNew |
$233K - $273K
|
2.33K
$370K
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 34.89% |
$232K - $272K
|
8.97K
$1.42M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.3K+ 0.63% |
$230K - $269K
|
367K
$58.3M
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.28KNew |
$229K - $267K
|
2.28K
$363K
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2.28K+ 3.33% |
$229K - $267K
|
70.9K
$11.3M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 36.62% |
$225K - $263K
|
8.4K
$1.33M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 7.92% |
$220K - $257K
|
29.9K
$4.75M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.18KNew |
$218K - $255K
|
2.18K
$345K
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.14KNew |
$214K - $251K
|
2.14K
$340K
|