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 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$210K - $246K
|
2.1K
$348K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2K+ 25.43% |
$201K - $235K
|
9.88K
$1.64M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2K+ 81.52% |
$201K - $235K
|
4.46K
$740K
|
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2K+ 28.99% |
$200K - $234K
|
8.9K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2KNew |
$200K - $234K
|
2K
$332K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$200K - $234K
|
2K
$332K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2KNew |
$200K - $234K
|
2K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.98KNew |
$198K - $231K
|
1.98K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.96K+ 3.54% |
$196K - $229K
|
57.4K
$9.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.95KNew |
$195K - $229K
|
1.95K
$324K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.92KNew |
$192K - $225K
|
1.92K
$319K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.92KNew |
$192K - $224K
|
1.92K
$318K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
1.91KNew |
$191K - $223K
|
1.91K
$316K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.9KNew |
$191K - $223K
|
1.9K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.89KNew |
$190K - $222K
|
1.89K
$314K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.88KNew |
$188K - $220K
|
1.88K
$312K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.88KNew |
$188K - $220K
|
1.88K
$311K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.87KNew |
$188K - $219K
|
1.87K
$311K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.87KNew |
$187K - $219K
|
1.87K
$311K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.86KNew |
$186K - $217K
|
1.86K
$308K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.84K+ 6.84% |
$184K - $216K
|
28.8K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$182K - $213K
|
1.82K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.81KNew |
$181K - $212K
|
1.81K
$301K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.81KNew |
$181K - $212K
|
1.81K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
1.8KNew |
$180K - $211K
|
1.8K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.79KNew |
$179K - $209K
|
1.79K
$297K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.78KNew |
$178K - $209K
|
1.78K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.78KNew |
$178K - $208K
|
1.78K
$294K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.76KNew |
$177K - $207K
|
1.76K
$293K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.76KNew |
$176K - $206K
|
1.76K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.76KNew |
$176K - $206K
|
1.76K
$292K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.76KNew |
$176K - $206K
|
1.76K
$291K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.7KNew |
$171K - $200K
|
1.7K
$283K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.69K+ 14.54% |
$169K - $198K
|
13.3K
$2.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
1.65K+ 0.85% |
$166K - $194K
|
197K
$32.6M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.61KNew |
$162K - $189K
|
1.61K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.61K+ 58.06% |
$161K - $189K
|
4.39K
$728K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.58K+ 0.18% |
$158K - $185K
|
882K
$146M
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.56K+ 2.26% |
$156K - $182K
|
70.5K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.54K+ 4.72% |
$154K - $180K
|
34.1K
$5.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.54K+ 62.2% |
$154K - $180K
|
4K
$664K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.49K+ 8.99% |
$149K - $174K
|
18K
$2.99M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.46K+ 30.09% |
$147K - $171K
|
6.33K
$1.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.46K+ 11.63% |
$146K - $170K
|
14K
$2.32M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.42KNew |
$142K - $166K
|
1.42K
$235K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.35KNew |
$135K - $157K
|
1.35K
$223K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.32K+ 1.28% |
$133K - $155K
|
105K
$17.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 1.02% |
$123K - $144K
|
122K
$20.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.19K+ 13.29% |
$119K - $139K
|
10.1K
$1.68M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 185.05% |
$115K - $135K
|
1.77K
$294K
|