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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
64.9KNew |
$4.64M - $5.31M
|
64.9K
$10.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
61.2K+ 1300.09% |
$4.37M - $5M
|
65.9K
$10.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
60.2KNew |
$4.3M - $4.92M
|
60.2K
$9.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
59K+ 327.92% |
$4.22M - $4.82M
|
77K
$12.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
57.3KNew |
$4.1M - $4.68M
|
57.3K
$9.47M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
57KNew |
$4.08M - $4.66M
|
57K
$9.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56.9K+ 97.6% |
$4.07M - $4.65M
|
115K
$19M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56.5K+ 253.39% |
$4.04M - $4.62M
|
78.8K
$13M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
54.9K+ 54.74% |
$3.93M - $4.49M
|
155K
$25.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
54.3KNew |
$3.88M - $4.43M
|
54.3K
$8.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
52.2K+ 205.31% |
$3.74M - $4.27M
|
77.7K
$12.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
49.1KNew |
$3.51M - $4.01M
|
49.1K
$8.1M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
48K+ 210.91% |
$3.43M - $3.92M
|
70.7K
$11.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
47.6KNew |
$3.41M - $3.89M
|
47.6K
$7.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
47.2KNew |
$3.38M - $3.86M
|
47.2K
$7.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
47.1KNew |
$3.37M - $3.85M
|
47.1K
$7.78M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
46.1KNew |
$3.29M - $3.76M
|
46.1K
$7.61M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
45KNew |
$3.22M - $3.67M
|
45K
$7.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
44.9K+ 841.99% |
$3.21M - $3.67M
|
50.2K
$8.29M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
44.4K+ 105673.81% |
$3.17M - $3.63M
|
44.4K
$7.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
42.2KNew |
$3.02M - $3.45M
|
42.2K
$6.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
41.9KNew |
$3M - $3.43M
|
41.9K
$6.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
40K+ 530.97% |
$2.86M - $3.27M
|
47.5K
$7.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.5KNew |
$2.82M - $3.23M
|
39.5K
$6.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38.9K+ 629.74% |
$2.78M - $3.18M
|
45K
$7.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37.2KNew |
$2.66M - $3.04M
|
37.2K
$6.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
36.1KNew |
$2.58M - $2.95M
|
36.1K
$5.96M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.5K+ 1181.94% |
$2.47M - $2.82M
|
37.5K
$6.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
33.9KNew |
$2.43M - $2.77M
|
33.9K
$5.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.2K+ 86.89% |
$2.37M - $2.71M
|
71.4K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.3K+ 159.82% |
$2.31M - $2.64M
|
52.5K
$8.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.7K+ 304.53% |
$2.27M - $2.59M
|
42.1K
$6.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
31.7K+ 1.66% |
$2.27M - $2.59M
|
1.94M
$320M
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
31.6KNew |
$2.26M - $2.58M
|
31.6K
$5.22M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
31.2K+ 423.41% |
$2.23M - $2.55M
|
38.5K
$6.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
30.7KNew |
$2.19M - $2.51M
|
30.7K
$5.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
30.6KNew |
$2.19M - $2.5M
|
30.6K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.5K+ 48.02% |
$2.11M - $2.41M
|
90.8K
$15M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
29.4KNew |
$2.11M - $2.41M
|
29.4K
$4.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28.9K+ 14397.01% |
$2.07M - $2.36M
|
29.1K
$4.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
28KNew |
$2M - $2.29M
|
28K
$4.63M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
26.9K+ 232.84% |
$1.92M - $2.2M
|
38.4K
$6.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26.4K+ 784.81% |
$1.89M - $2.16M
|
29.8K
$4.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25.7KNew |
$1.84M - $2.1M
|
25.7K
$4.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
25.5KNew |
$1.82M - $2.08M
|
25.5K
$4.2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.2K+ 564.62% |
$1.8M - $2.06M
|
29.7K
$4.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24.7K+ 373.63% |
$1.77M - $2.02M
|
31.3K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
24.6K+ 15.33% |
$1.76M - $2.01M
|
185K
$30.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
24.3KNew |
$1.74M - $1.99M
|
24.3K
$4.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.7K+ 85.06% |
$1.7M - $1.94M
|
51.7K
$8.53M
|