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 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.96K- 16.11% |
$140K - $160K
|
10.2K
$1.68M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.98K- 8.29% |
$141K - $162K
|
21.9K
$3.61M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.22K- 5.24% |
$159K - $182K
|
40.2K
$6.64M
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.35K- 5.02% |
$168K - $192K
|
44.4K
$7.34M
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.41K- 13.61% |
$172K - $197K
|
15.3K
$2.53M
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 3.95% |
$175K - $200K
|
59.5K
$9.83M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.59K- 1.81% |
$185K - $211K
|
140K
$23.2M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.59K- 37.36% |
$185K - $212K
|
4.34K
$717K
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-2.61K- 2.13% |
$186K - $213K
|
120K
$19.8M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-2.63K- 8.74% |
$188K - $215K
|
27.4K
$4.53M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.63K- 22.94% |
$188K - $215K
|
8.82K
$1.46M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.63K- 8.56% |
$188K - $215K
|
28.1K
$4.64M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.83K- 7.31% |
$202K - $231K
|
35.9K
$5.93M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-2.85K- 18.89% |
$204K - $233K
|
12.2K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.87K- 7.78% |
$205K - $234K
|
34K
$5.61M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.94K- 20.09% |
$211K - $241K
|
11.7K
$1.93M
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3K- 50.0% |
$215K - $245K
|
3K
$496K
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-3.09K- 31.9% |
$221K - $253K
|
6.6K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.1K- 3.31% |
$222K - $253K
|
90.6K
$15M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.2K- 13.76% |
$229K - $261K
|
20K
$3.31M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.35K- 0.9% |
$239K - $273K
|
370K
$61.1M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.46KClosed |
$247K - $283K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.62K- 48.68% |
$259K - $296K
|
3.82K
$631K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.71K- 9.21% |
$265K - $303K
|
36.6K
$6.04M
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.9K- 41.02% |
$279K - $318K
|
5.6K
$925K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-3.97K- 16.51% |
$284K - $325K
|
20.1K
$3.32M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.2K- 85.13% |
$300K - $343K
|
733
$121K
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-4.33K- 56.99% |
$310K - $354K
|
3.27K
$540K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.36K- 39.26% |
$312K - $357K
|
6.75K
$1.11M
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.62K- 50.49% |
$330K - $377K
|
4.53K
$748K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.66K- 0.97% |
$333K - $381K
|
476K
$78.7M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4.77K- 5.57% |
$341K - $390K
|
80.8K
$13.4M
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.82K- 47.9% |
$345K - $394K
|
5.25K
$867K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.92K- 15.15% |
$352K - $402K
|
27.5K
$4.55M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.16KClosed |
$369K - $421K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.77K- 2.79% |
$412K - $471K
|
201K
$33.2M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.81K- 27.13% |
$415K - $475K
|
15.6K
$2.58M
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-6.12K- 22.05% |
$438K - $500K
|
21.6K
$3.57M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.2K- 38.5% |
$444K - $507K
|
9.91K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.27KClosed |
$448K - $512K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.65K- 38.65% |
$475K - $543K
|
10.6K
$1.74M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.66K- 10.5% |
$476K - $544K
|
56.8K
$9.38M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-7K- 36.81% |
$501K - $572K
|
12K
$1.99M
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7.21K- 15.71% |
$515K - $589K
|
38.6K
$6.38M
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.37K- 57.53% |
$527K - $603K
|
5.44K
$899K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.54K- 16.53% |
$539K - $616K
|
38.1K
$6.29M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.55K- 44.24% |
$540K - $617K
|
9.52K
$1.57M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.92K- 16.29% |
$567K - $648K
|
40.7K
$6.72M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.97K- 13.9% |
$570K - $651K
|
49.4K
$8.16M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.55K- 73.82% |
$611K - $698K
|
3.03K
$500K
|