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 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-60Closed |
$6.01K - $7.03K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-63- 1.13% |
$6.31K - $7.38K
|
5.52K
$876K
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-68- 2.07% |
$6.81K - $7.96K
|
3.22K
$511K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-70- 0.26% |
$7.01K - $8.2K
|
26.6K
$4.22M
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-80- 4.32% |
$8.01K - $9.37K
|
1.77K
$281K
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-86- 2.24% |
$8.61K - $10.1K
|
3.76K
$596K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-86- 2.7% |
$8.61K - $10.1K
|
3.1K
$492K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-89- 12.11% |
$8.91K - $10.4K
|
646
$103K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-90- 1.7% |
$9.01K - $10.5K
|
5.22K
$828K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
SELL
|
- |
-91- 1.18% |
$9.11K - $10.7K
|
7.62K
$1.21M
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-93- 2.57% |
$9.31K - $10.9K
|
3.53K
$560K
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-96- 0.77% |
$9.61K - $11.2K
|
12.3K
$1.96M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 4.85% |
$10K - $11.7K
|
1.96K
$311K
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 3.85% |
$10K - $11.7K
|
2.5K
$397K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 2.53% |
$10K - $11.7K
|
3.85K
$612K
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 0.52% |
$10K - $11.7K
|
19K
$3.02M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-101- 3.13% |
$10.1K - $11.8K
|
3.12K
$495K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-105- 22.15% |
$10.5K - $12.3K
|
369
$58.6K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-110- 0.91% |
$11K - $12.9K
|
12K
$1.9M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-110- 7.4% |
$11K - $12.9K
|
1.38K
$218K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-112- 30.11% |
$11.2K - $13.1K
|
260
$41.3K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-114- 0.57% |
$11.4K - $13.3K
|
20K
$3.18M
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-118- 34.81% |
$11.8K - $13.8K
|
221
$35.1K
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-119- 4.91% |
$11.9K - $13.9K
|
2.31K
$366K
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-119- 2.52% |
$11.9K - $13.9K
|
4.61K
$732K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-122- 10.87% |
$12.2K - $14.3K
|
1K
$159K
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-137- 1.21% |
$13.7K - $16K
|
11.2K
$1.78M
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-151- 1.88% |
$15.1K - $17.7K
|
7.88K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-152- 1.36% |
$15.2K - $17.8K
|
11.1K
$1.76M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-156- 3.57% |
$15.6K - $18.3K
|
4.22K
$670K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-174- 1.82% |
$17.4K - $20.4K
|
9.41K
$1.49M
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-179- 3.86% |
$17.9K - $21K
|
4.46K
$708K
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-180- 8.26% |
$18K - $21.1K
|
2K
$318K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-181- 1.92% |
$18.1K - $21.2K
|
9.23K
$1.46M
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-181- 1.22% |
$18.1K - $21.2K
|
14.6K
$2.32M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-181- 1.85% |
$18.1K - $21.2K
|
9.58K
$1.52M
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-185- 1.7% |
$18.5K - $21.7K
|
10.7K
$1.7M
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-187Closed |
$18.7K - $21.9K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-194- 1.44% |
$19.4K - $22.7K
|
13.3K
$2.11M
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 8.0% |
$20K - $23.4K
|
2.3K
$365K
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-200- 0.99% |
$20K - $23.4K
|
19.9K
$3.16M
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-200- 1.91% |
$20K - $23.4K
|
10.3K
$1.63M
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-207- 2.43% |
$20.7K - $24.2K
|
8.31K
$1.32M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-223- 4.83% |
$22.3K - $26.1K
|
4.39K
$697K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-236- 35.33% |
$23.6K - $27.6K
|
432
$68.6K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-239- 1.92% |
$23.9K - $28K
|
12.2K
$1.94M
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-240- 3.77% |
$24K - $28.1K
|
6.13K
$973K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-257- 1.91% |
$25.7K - $30.1K
|
13.2K
$2.09M
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-275- 2.21% |
$27.5K - $32.2K
|
12.2K
$1.93M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-282- 2.11% |
$28.2K - $33K
|
13.1K
$2.07M
|