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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
1.08K+ 37.99% |
$108K - $126K
|
3.91K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.06K+ 5.01% |
$106K - $124K
|
22.1K
$3.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
962+ 87.06% |
$96.3K - $113K
|
2.07K
$326K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
924New |
$92.5K - $108K
|
924
$146K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
855+ 6.13% |
$85.6K - $100K
|
14.8K
$2.33M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
820New |
$82.1K - $96K
|
820
$129K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
800+ 27.97% |
$80.1K - $93.7K
|
3.66K
$577K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
648+ 4.45% |
$64.9K - $75.9K
|
15.2K
$2.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
644New |
$64.5K - $75.4K
|
644
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
608+ 0.86% |
$60.9K - $71.2K
|
71.3K
$11.2M
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
600New |
$60.1K - $70.3K
|
600
$94.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
595+ 2.96% |
$59.6K - $69.7K
|
20.7K
$3.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
590+ 1.1% |
$59.1K - $69.1K
|
54.5K
$8.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
563+ 9.37% |
$56.4K - $65.9K
|
6.57K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
560New |
$56.1K - $65.6K
|
560
$88.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
556+ 1.01% |
$55.7K - $65.1K
|
55.7K
$8.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
553+ 25.16% |
$55.4K - $64.8K
|
2.75K
$434K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
550+ 3.8% |
$55.1K - $64.4K
|
15K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
524+ 1.84% |
$52.5K - $61.4K
|
29.1K
$4.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
523+ 3.44% |
$52.4K - $61.2K
|
15.7K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
520+ 20.7% |
$52.1K - $60.9K
|
3.03K
$478K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
514+ 1.31% |
$51.5K - $60.2K
|
39.8K
$6.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
500+ 100.0% |
$50.1K - $58.5K
|
1K
$158K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
489+ 5.39% |
$49K - $57.3K
|
9.56K
$1.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
486+ 2.24% |
$48.7K - $56.9K
|
22.2K
$3.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
483+ 37.82% |
$48.4K - $56.6K
|
1.76K
$277K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
470+ 1.73% |
$47.1K - $55K
|
27.6K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
465New |
$46.6K - $54.4K
|
465
$73.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
452+ 21.4% |
$45.2K - $52.9K
|
2.56K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
439+ 2.06% |
$43.9K - $51.4K
|
21.7K
$3.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
407New |
$40.7K - $47.7K
|
407
$64.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
400+ 20.33% |
$40K - $46.8K
|
2.37K
$373K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
381+ 3.21% |
$38.1K - $44.6K
|
12.3K
$1.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
368New |
$36.8K - $43.1K
|
368
$58K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
361+ 2.14% |
$36.1K - $42.3K
|
17.3K
$2.72M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
360New |
$36K - $42.2K
|
360
$56.8K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
358New |
$35.8K - $41.9K
|
358
$56.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
341New |
$34.1K - $39.9K
|
341
$53.8K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
340+ 10.12% |
$34K - $39.8K
|
3.7K
$583K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
302+ 3.22% |
$30.2K - $35.4K
|
9.68K
$1.53M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
289New |
$28.9K - $33.8K
|
289
$45.6K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
252+ 2.23% |
$25.2K - $29.5K
|
11.5K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
240New |
$24K - $28.1K
|
240
$37.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
239+ 85.97% |
$23.9K - $28K
|
517
$81.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
229+ 2.12% |
$22.9K - $26.8K
|
11.1K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
212New |
$21.2K - $24.8K
|
212
$33.4K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209New |
$20.9K - $24.5K
|
209
$32.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209New |
$20.9K - $24.5K
|
209
$32.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
203+ 8.68% |
$20.3K - $23.8K
|
2.54K
$401K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
200+ 3.88% |
$20K - $23.4K
|
5.36K
$845K
|