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 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
200New |
$20K - $23.4K
|
200
$31.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
199+ 4.76% |
$19.9K - $23.3K
|
4.38K
$691K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
195+ 3.94% |
$19.5K - $22.8K
|
5.15K
$812K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
188+ 3.08% |
$18.8K - $22K
|
6.29K
$992K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
180+ 2.9% |
$18K - $21.1K
|
6.38K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
174+ 0.66% |
$17.4K - $20.4K
|
26.5K
$4.17M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
170+ 1.3% |
$17K - $19.9K
|
13.2K
$2.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
169+ 2.94% |
$16.9K - $19.8K
|
5.92K
$933K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
168New |
$16.8K - $19.7K
|
168
$26.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
166+ 9.35% |
$16.6K - $19.4K
|
1.94K
$306K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
166+ 133.87% |
$16.6K - $19.4K
|
290
$45.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
165New |
$16.5K - $19.3K
|
165
$26K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160New |
$16K - $18.7K
|
160
$25.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
150+ 4.5% |
$15K - $17.6K
|
3.49K
$550K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
141New |
$14.1K - $16.5K
|
141
$22.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
130New |
$13K - $15.2K
|
130
$20.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 0.89% |
$12.5K - $14.6K
|
14.2K
$2.23M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
108+ 0.93% |
$10.8K - $12.6K
|
11.7K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
107New |
$10.7K - $12.5K
|
107
$16.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
106New |
$10.6K - $12.4K
|
106
$16.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
105+ 5.75% |
$10.5K - $12.3K
|
1.93K
$304K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$10K - $11.7K
|
100
$15.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
100+ 1.97% |
$10K - $11.7K
|
5.17K
$815K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
96New |
$9.61K - $11.2K
|
96
$15.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
92+ 0.46% |
$9.21K - $10.8K
|
20.1K
$3.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
71New |
$7.11K - $8.31K
|
71
$11.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
65+ 0.1% |
$6.51K - $7.61K
|
62.3K
$9.82M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64New |
$6.41K - $7.49K
|
64
$10.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
62+ 0.1% |
$6.21K - $7.26K
|
60.9K
$9.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
55+ 2.12% |
$5.51K - $6.44K
|
2.65K
$417K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
48+ 17.08% |
$4.81K - $5.62K
|
329
$51.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
47+ 0.26% |
$4.71K - $5.5K
|
18K
$2.83M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46+ 0.05% |
$4.61K - $5.39K
|
93K
$14.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
45New |
$4.5K - $5.27K
|
45
$7.09K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
33New |
$3.3K - $3.86K
|
33
$5.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
32+ 0.1% |
$3.2K - $3.75K
|
32.4K
$5.11M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
28+ 0.32% |
$2.8K - $3.28K
|
8.86K
$1.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
28+ 0.87% |
$2.8K - $3.28K
|
3.24K
$511K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
22+ 0.29% |
$2.2K - $2.58K
|
7.65K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
21+ 0.4% |
$2.1K - $2.46K
|
5.31K
$837K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
20New |
$2K - $2.34K
|
20
$3.15K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
19New |
$1.9K - $2.22K
|
19
$3K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
19+ 7.04% |
$1.9K - $2.22K
|
289
$45.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
10New |
$1K - $1.17K
|
10
$1.58K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10New |
$1K - $1.17K
|
10
$1.58K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
10+ 0.05% |
$1K - $1.17K
|
18.7K
$2.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8+ 0.16% |
$801 - $937
|
4.95K
$780K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7+ 0.13% |
$701 - $820
|
5.46K
$861K
|
|
|
Feb 02, 2022
Q4 2021
|
Verger Capital Management LLC
|
BUY
|
- |
7+ 0.11% |
$701 - $820
|
6.41K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6+ 0.06% |
$601 - $703
|
9.86K
$1.55M
|