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 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30- 66.67% |
$2.15K - $2.45K
|
15
$2.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-31- 0.38% |
$2.22K - $2.53K
|
8.02K
$1.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-39- 0.31% |
$2.79K - $3.19K
|
12.4K
$2.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-42- 0.73% |
$3K - $3.43K
|
5.74K
$948K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-47- 8.25% |
$3.36K - $3.84K
|
523
$86.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-50- 0.3% |
$3.58K - $4.09K
|
16.4K
$2.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 2.19% |
$3.58K - $4.09K
|
2.23K
$368K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-55- 0.34% |
$3.93K - $4.49K
|
16.1K
$2.66M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-60- 1.25% |
$4.29K - $4.9K
|
4.73K
$782K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-61- 0.22% |
$4.36K - $4.98K
|
28K
$4.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-64- 1.46% |
$4.58K - $5.23K
|
4.33K
$716K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-70- 2.47% |
$5.01K - $5.72K
|
2.76K
$456K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-82- 5.55% |
$5.86K - $6.7K
|
1.4K
$230K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-90- 1.0% |
$6.44K - $7.35K
|
8.89K
$1.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-95- 2.9% |
$6.79K - $7.76K
|
3.18K
$525K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-100- 6.75% |
$7.15K - $8.17K
|
1.38K
$228K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 3.7% |
$7.15K - $8.17K
|
2.6K
$429K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-109- 1.35% |
$7.8K - $8.91K
|
7.99K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-110- 13.41% |
$7.87K - $8.99K
|
710
$117K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-115- 1.26% |
$8.22K - $9.4K
|
9.03K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-119- 6.64% |
$8.51K - $9.72K
|
1.67K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-120- 10.84% |
$8.58K - $9.81K
|
987
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-151- 1.31% |
$10.8K - $12.3K
|
11.3K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-153- 1.81% |
$10.9K - $12.5K
|
8.31K
$1.37M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-172- 0.2% |
$12.3K - $14.1K
|
86.6K
$14.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-177- 4.64% |
$12.7K - $14.5K
|
3.64K
$601K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-178- 2.76% |
$12.7K - $14.5K
|
6.27K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-187- 4.65% |
$13.4K - $15.3K
|
3.83K
$633K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-197- 4.44% |
$14.1K - $16.1K
|
4.24K
$701K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-215- 2.29% |
$15.4K - $17.6K
|
9.18K
$1.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-225- 0.63% |
$16.1K - $18.4K
|
35.5K
$5.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-260- 1.14% |
$18.6K - $21.2K
|
22.6K
$3.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-263- 12.81% |
$18.8K - $21.5K
|
1.79K
$296K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-271- 1.4% |
$19.4K - $22.1K
|
19.1K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-280- 1.09% |
$20K - $22.9K
|
25.4K
$4.19M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-284- 12.63% |
$20.3K - $23.2K
|
1.96K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-300- 5.17% |
$21.5K - $24.5K
|
5.5K
$909K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 2.51% |
$21.5K - $24.5K
|
11.7K
$1.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-301- 4.92% |
$21.5K - $24.6K
|
5.81K
$960K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-320- 0.61% |
$22.9K - $26.2K
|
51.9K
$8.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-325- 2.47% |
$23.2K - $26.6K
|
12.8K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-339- 4.86% |
$24.2K - $27.7K
|
6.63K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-358- 1.9% |
$25.6K - $29.3K
|
18.5K
$3.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-374- 36.17% |
$26.7K - $30.6K
|
660
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-375- 3.64% |
$26.8K - $30.6K
|
9.93K
$1.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-398- 3.62% |
$28.5K - $32.5K
|
10.6K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-400- 11.02% |
$28.6K - $32.7K
|
3.23K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-422- 6.33% |
$30.2K - $34.5K
|
6.24K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-463- 12.46% |
$33.1K - $37.8K
|
3.25K
$537K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-467- 1.3% |
$33.4K - $38.2K
|
35.5K
$5.86M
|