Purchases and Sales Made in Q1 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-17K- 64.26% |
$1.54M - $1.96M
|
9.43K
$1.5M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18K- 4.9% |
$1.63M - $2.08M
|
349K
$55.4M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.1K- 3.22% |
$1.82M - $2.32M
|
604K
$95.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-25.7KClosed |
$2.33M - $2.96M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-31.5K- 23.8% |
$2.86M - $3.64M
|
101K
$16M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.6K- 71.25% |
$3.05M - $3.88M
|
13.6K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-38.9K- 9.34% |
$3.53M - $4.49M
|
378K
$60M
|
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-39.7K- 38.17% |
$3.6M - $4.58M
|
64.3K
$10.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40.9KClosed |
$3.71M - $4.72M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-41.6K- 89.33% |
$3.78M - $4.8M
|
4.97K
$789K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.2K- 2.99% |
$4.2M - $5.34M
|
1.5M
$239M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-50.5K- 90.22% |
$4.59M - $5.83M
|
5.48K
$870K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60.2KClosed |
$5.47M - $6.95M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-84.1KClosed |
$7.63M - $9.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-98.1KClosed |
$8.9M - $11.3M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-106KClosed |
$9.6M - $12.2M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-115K- 93.8% |
$10.4M - $13.2M
|
7.58K
$1.2M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-163K- 3.38% |
$14.8M - $18.8M
|
4.66M
$739M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-178K- 3.69% |
$16.2M - $20.6M
|
4.66M
$739M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-243K- 33.66% |
$22.1M - $28.1M
|
479K
$76.1M
|
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-300K- 34.35% |
$27.2M - $34.6M
|
573K
$90.9M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-349K- 8.29% |
$31.7M - $40.3M
|
3.86M
$613M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-413K- 24.19% |
$37.5M - $47.7M
|
1.29M
$205M
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-461KClosed |
$41.8M - $53.2M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-778K- 99.0% |
$70.7M - $89.8M
|
7.82K
$1.24M
|