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 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$501 - $585
|
2.87K
$452K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.08% |
$400 - $468
|
4.79K
$756K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.12% |
$400 - $468
|
3.33K
$525K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4+ 0.18% |
$400 - $468
|
2.24K
$353K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.06% |
$300 - $351
|
4.63K
$730K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.12% |
$300 - $351
|
2.46K
$388K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.09% |
$300 - $351
|
3.27K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.08% |
$200 - $234
|
2.46K
$388K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$200 - $234
|
1.8K
$283K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2+ 0.08% |
$200 - $234
|
2.4K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.03% |
$100 - $117
|
2.95K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.21% |
$100 - $117
|
471
$74.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$100 - $117
|
13.6K
$2.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $117
|
2.61K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $117
|
2.58K
$407K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.0% |
$100 - $117
|
25.1K
$3.95M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.04% |
$100 - $117
|
2.61K
$411K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.33% |
$100 - $117
|
301
$47.5K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$100 - $117
|
3.2K
$504K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$100 - $117
|
2.41K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$200 - $234
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2- -0.0% |
$200 - $234
|
211K
$33.2M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2- 0.21% |
$200 - $234
|
938
$148K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.21% |
$701 - $820
|
3.36K
$530K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-7- 10.94% |
$701 - $820
|
57
$8.99K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-8- 0.02% |
$801 - $937
|
37.8K
$5.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 0.09% |
$1K - $1.17K
|
11.6K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-14- 0.45% |
$1.4K - $1.64K
|
3.11K
$491K
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-15- 0.58% |
$1.5K - $1.76K
|
2.58K
$407K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-16- 0.04% |
$1.6K - $1.87K
|
42.9K
$6.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-19- 0.28% |
$1.9K - $2.22K
|
6.81K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-20- 0.39% |
$2K - $2.34K
|
5.17K
$815K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-20- 0.95% |
$2K - $2.34K
|
2.08K
$328K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-20- 0.69% |
$2K - $2.34K
|
2.86K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21- 0.04% |
$2.1K - $2.46K
|
48K
$7.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-22- 1.04% |
$2.2K - $2.58K
|
2.09K
$330K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 0.75% |
$2.5K - $2.93K
|
3.32K
$523K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-28- 0.63% |
$2.8K - $3.28K
|
4.4K
$694K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-31- 0.39% |
$3.1K - $3.63K
|
7.94K
$1.25M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-38- 0.23% |
$3.8K - $4.45K
|
16.2K
$2.56M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-44- 0.44% |
$4.4K - $5.15K
|
9.95K
$1.57M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-47- 1.21% |
$4.71K - $5.5K
|
3.84K
$605K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-47- 7.29% |
$4.71K - $5.5K
|
598
$94.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-47- 1.21% |
$4.71K - $5.5K
|
3.84K
$605K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 1.89% |
$5.01K - $5.85K
|
2.59K
$409K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-50- 0.24% |
$5.01K - $5.85K
|
21.2K
$3.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-50- 0.12% |
$5.01K - $5.85K
|
43.2K
$6.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-60- 2.22% |
$6.01K - $7.03K
|
2.64K
$416K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-60- 0.51% |
$6.01K - $7.03K
|
11.6K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-60Closed |
$6.01K - $7.03K
|
0
$0
|