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 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.79KNew |
$629K - $718K
|
8.79K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.74KNew |
$625K - $714K
|
8.74K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
8.38KNew |
$599K - $685K
|
8.38K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.24K+ 12.58% |
$590K - $674K
|
73.8K
$12.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.02K+ 4.96% |
$574K - $655K
|
170K
$28M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.85K+ 96.67% |
$561K - $641K
|
16K
$2.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.74K+ 5092.76% |
$554K - $633K
|
7.89K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.71KNew |
$551K - $630K
|
7.71K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.58KNew |
$542K - $619K
|
7.58K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.43KNew |
$531K - $607K
|
7.43K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
7.18KNew |
$514K - $587K
|
7.18K
$1.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.16KNew |
$512K - $585K
|
7.16K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.15KNew |
$511K - $584K
|
7.15K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
7.05KNew |
$504K - $576K
|
7.05K
$1.16M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
6.98KNew |
$499K - $570K
|
6.98K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8K+ 58.57% |
$487K - $556K
|
18.4K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.78KNew |
$485K - $554K
|
6.78K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.7KNew |
$479K - $547K
|
6.7K
$1.11M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.69K+ 117.89% |
$478K - $546K
|
12.4K
$2.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.5KNew |
$465K - $531K
|
6.5K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
6.46K+ 26933.33% |
$462K - $528K
|
6.49K
$1.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.35K+ 29.68% |
$454K - $519K
|
27.8K
$4.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
6.31KNew |
$451K - $515K
|
6.31K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.3K+ 1418.92% |
$451K - $515K
|
6.74K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.18K+ 75.31% |
$442K - $505K
|
14.4K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6KNew |
$429K - $490K
|
6K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
5.97K+ 3.28% |
$427K - $488K
|
188K
$31.1M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.85KNew |
$418K - $478K
|
5.85K
$965K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.83KNew |
$417K - $476K
|
5.83K
$962K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.74KNew |
$411K - $469K
|
5.74K
$948K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
5.73KNew |
$410K - $468K
|
5.73K
$946K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.67KNew |
$406K - $464K
|
5.67K
$937K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.65KNew |
$404K - $461K
|
5.65K
$932K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.64KNew |
$403K - $460K
|
5.64K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.62K+ 1.66% |
$402K - $459K
|
344K
$56.8M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.62K+ 23.72% |
$402K - $459K
|
29.3K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.61KNew |
$401K - $458K
|
5.61K
$926K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.61KNew |
$401K - $458K
|
5.61K
$926K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.52KNew |
$395K - $451K
|
5.52K
$911K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.42K+ 22.74% |
$387K - $443K
|
29.2K
$4.83M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
5.38KNew |
$385K - $439K
|
5.38K
$888K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.31K+ 193.2% |
$380K - $434K
|
8.06K
$1.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.31KNew |
$380K - $434K
|
5.31K
$877K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.18KNew |
$370K - $423K
|
5.18K
$855K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.16KNew |
$369K - $421K
|
5.16K
$852K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
4.95KNew |
$354K - $404K
|
4.95K
$817K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.84KNew |
$346K - $396K
|
4.84K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$344K - $393K
|
4.81K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.74K+ 81.58% |
$339K - $387K
|
10.6K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.73KNew |
$339K - $387K
|
4.73K
$782K
|