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 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-6- 0.18% |
$465 - $630
|
3.29K
$499K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10- 0.1% |
$775 - $1.05K
|
9.83K
$1.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-17- 0.15% |
$1.32K - $1.79K
|
11.2K
$1.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-23- 0.74% |
$1.78K - $2.42K
|
3.08K
$467K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 0.19% |
$1.94K - $2.63K
|
13.3K
$2.01M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-25- 62.5% |
$1.94K - $2.63K
|
15
$2.28K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-27- 0.87% |
$2.09K - $2.84K
|
3.08K
$468K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-29- 0.98% |
$2.25K - $3.05K
|
2.94K
$446K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-30- 0.12% |
$2.33K - $3.15K
|
25.3K
$3.85M
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-32- 5.86% |
$2.48K - $3.36K
|
514
$78K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-34- 0.32% |
$2.64K - $3.57K
|
10.5K
$1.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-37- 1.02% |
$2.87K - $3.89K
|
3.57K
$542K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-39- 1.13% |
$3.02K - $4.1K
|
3.41K
$517K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-44- 1.46% |
$3.41K - $4.62K
|
2.96K
$449K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-45- 0.65% |
$3.49K - $4.73K
|
6.83K
$1.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-49- 1.58% |
$3.8K - $5.15K
|
3.04K
$462K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-49- 0.99% |
$3.8K - $5.15K
|
4.92K
$746K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-60- 2.03% |
$4.65K - $6.3K
|
2.9K
$440K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-64- 1.75% |
$4.96K - $6.72K
|
3.6K
$546K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-65- 16.25% |
$5.04K - $6.83K
|
335
$50.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-70- 1.14% |
$5.43K - $7.35K
|
6.06K
$919K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-74- 22.77% |
$5.74K - $7.77K
|
251
$38.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-80Closed |
$6.2K - $8.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-87- 0.43% |
$6.75K - $9.14K
|
20K
$3.03M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-87- 7.98% |
$6.75K - $9.14K
|
1K
$152K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-88- 0.25% |
$6.82K - $9.24K
|
35.3K
$5.36M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-88- 0.31% |
$6.82K - $9.24K
|
27.9K
$4.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-88- 0.31% |
$6.82K - $9.24K
|
27.9K
$4.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-93- 0.41% |
$7.21K - $9.77K
|
22.8K
$3.46M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.47% |
$7.75K - $10.5K
|
21.1K
$3.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 2.05% |
$7.75K - $10.5K
|
4.78K
$724K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-107- 3.63% |
$8.3K - $11.2K
|
2.84K
$431K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-110- 0.1% |
$8.53K - $11.6K
|
111K
$16.9M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-116Closed |
$8.99K - $12.2K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-120- 4.2% |
$9.3K - $12.6K
|
2.74K
$416K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-124- 13.81% |
$9.61K - $13K
|
774
$117K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-126Closed |
$9.77K - $13.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-127- 1.97% |
$9.85K - $13.3K
|
6.32K
$959K
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-146- 1.24% |
$11.3K - $15.3K
|
11.6K
$1.76M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-150- 30.0% |
$11.6K - $15.8K
|
350
$53.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-154- 3.54% |
$11.9K - $16.2K
|
4.2K
$637K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-160- 5.94% |
$12.4K - $16.8K
|
2.53K
$384K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-160- 5.95% |
$12.4K - $16.8K
|
2.53K
$384K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-162- 0.94% |
$12.6K - $17K
|
17K
$2.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-165- 0.46% |
$12.8K - $17.3K
|
36K
$5.47M
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-170Closed |
$13.2K - $17.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-171- 5.8% |
$13.3K - $18K
|
2.78K
$421K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-172Closed |
$13.3K - $18.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-188- 1.6% |
$14.6K - $19.7K
|
11.6K
$1.76M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-190- 0.62% |
$14.7K - $20K
|
30.5K
$4.62M
|