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
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-285- 8.6% |
$28.5K - $33.4K
|
3.03K
$502K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-294- 0.34% |
$29.4K - $34.4K
|
86K
$14.3M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-297- 8.54% |
$29.7K - $34.8K
|
3.18K
$528K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 10.34% |
$30K - $35.1K
|
2.6K
$431K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-320Closed |
$32K - $37.5K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
SELL
|
- |
-330- 8.64% |
$33K - $38.6K
|
3.49K
$579K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-350- 12.72% |
$35K - $41K
|
2.4K
$398K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-355- 2.7% |
$35.5K - $41.6K
|
12.8K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-357- 4.35% |
$35.7K - $41.8K
|
7.85K
$1.3M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-357- 4.35% |
$35.7K - $41.8K
|
7.85K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-364- 5.73% |
$36.4K - $42.6K
|
5.99K
$994K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-365- 3.06% |
$36.5K - $42.7K
|
11.6K
$1.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-369- 4.4% |
$36.9K - $43.2K
|
8.02K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-370- 1.34% |
$37K - $43.3K
|
27.3K
$4.53M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-375- 17.44% |
$37.5K - $43.9K
|
1.78K
$294K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-380- 3.1% |
$38K - $44.5K
|
11.9K
$1.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-384- 12.74% |
$38.4K - $45K
|
2.63K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-387- 0.44% |
$38.7K - $45.3K
|
87.8K
$14.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-393Closed |
$39.3K - $46K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-394- 3.32% |
$39.4K - $46.1K
|
11.5K
$1.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-400- 1.7% |
$40K - $46.8K
|
23.1K
$3.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-405- 8.66% |
$40.5K - $47.4K
|
4.27K
$709K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-413Closed |
$41.3K - $48.4K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-413- 4.35% |
$41.3K - $48.4K
|
9.08K
$1.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-431- 2.87% |
$43.1K - $50.5K
|
14.6K
$2.42M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-438- 2.7% |
$43.8K - $51.3K
|
15.8K
$2.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-449Closed |
$44.9K - $52.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-459- 7.65% |
$46K - $53.7K
|
5.54K
$919K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-461- 5.96% |
$46.2K - $54K
|
7.27K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-463- 0.56% |
$46.4K - $54.2K
|
82.6K
$13.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-469- 1.07% |
$47K - $54.9K
|
43.5K
$7.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-470- 3.07% |
$47.1K - $55K
|
14.8K
$2.46M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-491- 6.11% |
$49.2K - $57.5K
|
7.54K
$1.25M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-492- 3.1% |
$49.3K - $57.6K
|
15.4K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-493- 14.88% |
$49.4K - $57.7K
|
2.82K
$468K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-495- 2.21% |
$49.6K - $58K
|
21.9K
$3.63M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-500- 1.57% |
$50.1K - $58.5K
|
31.3K
$5.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-502Closed |
$50.3K - $58.8K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-505- 10.72% |
$50.6K - $59.1K
|
4.21K
$697K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-507- 8.01% |
$50.8K - $59.4K
|
5.82K
$966K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-510- 1.93% |
$51.1K - $59.7K
|
26K
$4.31M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-512- 16.37% |
$51.3K - $60K
|
2.62K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-520- 4.76% |
$52.1K - $60.9K
|
10.4K
$1.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-550- 5.07% |
$55.1K - $64.4K
|
10.3K
$1.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-580Closed |
$58.1K - $67.9K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-591- 16.68% |
$59.2K - $69.2K
|
2.95K
$490K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-612- 0.3% |
$61.3K - $71.7K
|
204K
$33.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-631- 5.1% |
$63.2K - $73.9K
|
11.7K
$1.95M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-640- 15.99% |
$64.1K - $74.9K
|
3.36K
$558K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-655- 0.64% |
$65.6K - $76.7K
|
102K
$17M
|