Purchases and Sales Made in Q4 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 2022. 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 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.82M+ 969.56% |
$702M - $803M
|
10.8M
$1.79B
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.11M+ 2257.58% |
$294M - $336M
|
4.29M
$709M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.8M+ 345867.5% |
$129M - $147M
|
1.8M
$297M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.76M+ 125.56% |
$126M - $144M
|
3.16M
$522M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.61M+ 8387.72% |
$115M - $132M
|
1.63M
$269M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11M+ 22.75% |
$79.4M - $90.7M
|
5.99M
$989M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07M+ 260.95% |
$76.6M - $87.5M
|
1.48M
$245M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05M+ 217.44% |
$75.2M - $85.9M
|
1.53M
$253M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.01MNew |
$72M - $82.2M
|
1.01M
$166M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
811K+ 21.21% |
$58M - $66.2M
|
4.63M
$765M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
584KNew |
$41.7M - $47.7M
|
584K
$96.4M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
528K+ 310.74% |
$37.8M - $43.2M
|
698K
$115M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
523K+ 182.59% |
$37.4M - $42.7M
|
810K
$134M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
292K+ 6828.77% |
$20.9M - $23.9M
|
297K
$49M
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
270KNew |
$19.3M - $22M
|
270K
$44.5M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
269K+ 72.78% |
$19.2M - $22M
|
638K
$105M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
243K+ 2216.24% |
$17.4M - $19.9M
|
254K
$42M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
181K+ 227.25% |
$12.9M - $14.8M
|
260K
$43M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
173K+ 211.78% |
$12.4M - $14.1M
|
255K
$42.1M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
156K+ 158.23% |
$11.1M - $12.7M
|
254K
$41.9M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
147K+ 91.21% |
$10.5M - $12.1M
|
309K
$51.1M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
146K+ 2030.14% |
$10.4M - $11.9M
|
153K
$25.2M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
141K+ 83.25% |
$10.1M - $11.6M
|
311K
$51.4M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
141K+ 83.25% |
$10.1M - $11.6M
|
311K
$51.4M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
135K+ 36.28% |
$9.67M - $11M
|
508K
$83.9M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
128K+ 165.76% |
$9.13M - $10.4M
|
205K
$33.8M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
125K+ 817.54% |
$8.92M - $10.2M
|
140K
$23.1M
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
117KNew |
$8.38M - $9.57M
|
117K
$19.4M
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
114KNew |
$8.17M - $9.33M
|
114K
$18.9M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
109K+ 345.64% |
$7.78M - $8.89M
|
140K
$23.2M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
99.9K+ 718.57% |
$7.15M - $8.17M
|
114K
$18.8M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
96.2K+ 649.1% |
$6.88M - $7.86M
|
111K
$18.3M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.6K+ 85.47% |
$6.55M - $7.48M
|
199K
$32.8M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
87K+ 289.3% |
$6.22M - $7.11M
|
117K
$19.3M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
86.4KNew |
$6.18M - $7.06M
|
86.4K
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84.4K+ 309.08% |
$6.04M - $6.9M
|
112K
$18.5M
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
83.4KNew |
$5.97M - $6.82M
|
83.4K
$13.8M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.3K+ 7.24% |
$5.89M - $6.73M
|
1.22M
$201M
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
79.1KNew |
$5.66M - $6.46M
|
79.1K
$13.1M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
77.9KNew |
$5.57M - $6.36M
|
77.9K
$12.9M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.8K+ 50.81% |
$5.35M - $6.11M
|
222K
$36.7M
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
74.5KNew |
$5.33M - $6.09M
|
74.5K
$12.3M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
74.3KNew |
$5.32M - $6.07M
|
74.3K
$12.3M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
73.8K+ 661.23% |
$5.28M - $6.03M
|
85K
$14M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
73.3KNew |
$5.24M - $5.99M
|
73.3K
$12.1M
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
71.7KNew |
$5.13M - $5.86M
|
71.7K
$11.8M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
71.5KNew |
$5.11M - $5.84M
|
71.5K
$11.8M
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
67.8KNew |
$4.85M - $5.54M
|
67.8K
$11.2M
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
67.8KNew |
$4.85M - $5.54M
|
67.8K
$11.2M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
65.3KNew |
$4.67M - $5.34M
|
65.3K
$10.8M
|