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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176+ 0.45% |
$13.6K - $18.5K
|
38.9K
$5.9M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
172+ 1.98% |
$13.3K - $18.1K
|
8.86K
$1.34M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
135+ 2.59% |
$10.5K - $14.2K
|
5.34K
$810K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
115+ 4.09% |
$8.92K - $12.1K
|
2.93K
$444K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
110+ 8.18% |
$8.53K - $11.6K
|
1.46K
$221K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
108+ 2.95% |
$8.37K - $11.3K
|
3.77K
$572K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
86+ 150.88% |
$6.67K - $9.03K
|
143
$21.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
80+ 1.24% |
$6.2K - $8.4K
|
6.54K
$992K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
69+ 1.15% |
$5.35K - $7.25K
|
6.06K
$920K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
60New |
$4.65K - $6.3K
|
60
$9.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
55+ 16.72% |
$4.26K - $5.78K
|
384
$58.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
BUY
|
- |
50+ 1.8% |
$3.88K - $5.25K
|
2.83K
$430K
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
50+ 0.09% |
$3.88K - $5.25K
|
53.2K
$8.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
46+ 0.57% |
$3.57K - $4.83K
|
8.13K
$1.23M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
44New |
$3.41K - $4.62K
|
44
$6.68K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44+ 0.99% |
$3.41K - $4.62K
|
4.5K
$683K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
41+ 0.17% |
$3.18K - $4.31K
|
24.4K
$3.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
40+ 0.11% |
$3.1K - $4.2K
|
37.6K
$5.71M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$1.55K - $2.1K
|
20
$3.03K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
19+ 0.05% |
$1.47K - $2K
|
36.6K
$5.55M
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
18+ 0.12% |
$1.4K - $1.89K
|
15.1K
$2.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.22% |
$930 - $1.26K
|
5.37K
$815K
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
12+ 0.09% |
$930 - $1.26K
|
12.9K
$1.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 1.72% |
$775 - $1.05K
|
590
$89.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10+ 0.08% |
$775 - $1.05K
|
12.9K
$1.96M
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.14% |
$698 - $945
|
6.54K
$993K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7+ 0.09% |
$543 - $735
|
8.06K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
6+ 0.09% |
$465 - $630
|
6.42K
$974K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
5+ 0.19% |
$388 - $525
|
2.69K
$408K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.04% |
$310 - $420
|
11.2K
$1.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.1% |
$233 - $315
|
2.96K
$448K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.1% |
$233 - $315
|
2.89K
$438K
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3+ 0.07% |
$233 - $315
|
4.57K
$693K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
2+ 15.38% |
$155 - $210
|
15
$2.28K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$155 - $210
|
4.64K
$703K
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
2+ 0.05% |
$155 - $210
|
3.71K
$563K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$155 - $210
|
2.87K
$435K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.08% |
$155 - $210
|
2.5K
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2+ 0.02% |
$155 - $210
|
9.56K
$1.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$155 - $210
|
2.47K
$374K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.08% |
$155 - $210
|
2.62K
$398K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$77.5 - $105
|
11.6K
$1.76M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$77.5 - $105
|
4.38K
$665K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.04% |
$77.5 - $105
|
2.7K
$409K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.69% |
$77.5 - $105
|
146
$22.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$77.5 - $105
|
1.62K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.0% |
$77.5 - $105
|
28K
$4.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.11% |
$233 - $315
|
2.74K
$416K
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-3Closed |
$233 - $315
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5Closed |
$388 - $525
|
0
$0
|