Purchases and Sales Made in Q2 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 14.59% |
$477K - $646K
|
48.3K
$7.33M
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
5.33K+ 35.6% |
$413K - $559K
|
20.3K
$3.08M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.27K+ 2.37% |
$409K - $554K
|
227K
$34.5M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.14K+ 13.04% |
$399K - $540K
|
44.6K
$6.77M
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.94KNew |
$383K - $519K
|
4.94K
$749K
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.84K+ 103.5% |
$376K - $509K
|
9.52K
$1.44M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.51K+ 34.18% |
$350K - $474K
|
17.7K
$2.69M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.48KNew |
$348K - $471K
|
4.48K
$680K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.35K+ 118.09% |
$337K - $457K
|
8.03K
$1.22M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.97KNew |
$308K - $417K
|
3.97K
$602K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.88K+ 158.86% |
$301K - $408K
|
6.32K
$959K
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
3.72K+ 7.23% |
$288K - $391K
|
55.2K
$8.37M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.64K+ 30.26% |
$283K - $383K
|
15.7K
$2.38M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
3.61KNew |
$280K - $379K
|
3.61K
$547K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.53KNew |
$273K - $370K
|
3.53K
$535K
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.45KNew |
$268K - $362K
|
3.45K
$524K
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.2KNew |
$248K - $336K
|
3.2K
$485K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.13KNew |
$243K - $329K
|
3.13K
$475K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.13KNew |
$243K - $329K
|
3.13K
$475K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.11K+ 10.44% |
$241K - $327K
|
32.9K
$4.99M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.1K+ 58.25% |
$240K - $326K
|
8.43K
$1.28M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.09KNew |
$239K - $324K
|
3.09K
$468K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.83KNew |
$219K - $297K
|
2.83K
$429K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.73KNew |
$212K - $287K
|
2.73K
$414K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.65K+ 16.1% |
$206K - $279K
|
19.1K
$2.9M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.45K+ 10.75% |
$190K - $258K
|
25.3K
$3.83M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.36K+ 3.95% |
$183K - $248K
|
62K
$9.41M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.22KNew |
$172K - $234K
|
2.22K
$337K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.19K+ 12.33% |
$170K - $230K
|
20K
$3.03M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 27.11% |
$164K - $223K
|
9.95K
$1.51M
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
2.09K+ 38.77% |
$162K - $219K
|
7.46K
$1.13M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.06K+ 7.79% |
$160K - $217K
|
28.5K
$4.33M
|
|
Jul 29, 2022
Q2 2022
|
Pariax, LLC
|
BUY
|
- |
2.01K+ 2.47% |
$156K - $211K
|
83.5K
$12.7M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.86K+ 5.64% |
$144K - $195K
|
34.8K
$5.28M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.82K+ 55.25% |
$141K - $191K
|
5.1K
$774K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.68K+ 292.0% |
$130K - $176K
|
2.25K
$342K
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.62K+ 5.43% |
$126K - $170K
|
31.4K
$4.77M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.61K+ 25.83% |
$125K - $169K
|
7.83K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 5.6% |
$109K - $148K
|
26.6K
$4.04M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.39K+ 0.43% |
$108K - $146K
|
326K
$49.5M
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.32K+ 7.08% |
$103K - $139K
|
20K
$3.04M
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.27K+ 1.46% |
$98.2K - $133K
|
88.1K
$13.4M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.21K+ 6.42% |
$94.1K - $128K
|
20.1K
$3.05M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.2K+ 10.85% |
$93K - $126K
|
12.3K
$1.86M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2K+ 4.33% |
$92.7K - $126K
|
28.8K
$4.37M
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.19K+ 16.38% |
$92.3K - $125K
|
8.46K
$1.28M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.16K+ 14.16% |
$90.1K - $122K
|
9.37K
$1.42M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 8.68% |
$81.4K - $110K
|
13.1K
$1.99M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 2.18% |
$80.4K - $109K
|
48.6K
$7.38M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.02K+ 23.77% |
$78.9K - $107K
|
5.3K
$804K
|