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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 103.97% |
$166K - $212K
|
3.6K
$567K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.82K+ 41.33% |
$165K - $209K
|
6.21K
$978K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.79K+ 6.19% |
$162K - $206K
|
30.7K
$4.83M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.75K+ 38.63% |
$159K - $202K
|
6.29K
$991K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.74K+ 4.69% |
$158K - $201K
|
38.9K
$6.13M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.68K+ 11.38% |
$153K - $194K
|
16.5K
$2.6M
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.63K+ 2.31% |
$148K - $188K
|
72.1K
$11.4M
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.6K+ 1.84% |
$145K - $184K
|
88.4K
$13.9M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 11.78% |
$139K - $177K
|
14.5K
$2.29M
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$133K - $169K
|
1.46K
$231K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 23.56% |
$130K - $166K
|
7.53K
$1.19M
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.28K+ 11.48% |
$116K - $148K
|
12.4K
$1.96M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.2K+ 10.23% |
$109K - $138K
|
12.9K
$2.03M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.15K+ 11.17% |
$104K - $133K
|
11.4K
$1.8M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.11K+ 14.91% |
$101K - $128K
|
8.57K
$1.35M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.11K+ 9.16% |
$101K - $128K
|
13.2K
$2.08M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.07K+ 11.4% |
$97.4K - $124K
|
10.5K
$1.65M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.07K+ 41.96% |
$96.9K - $123K
|
3.61K
$569K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1K+ 19.22% |
$91.1K - $116K
|
6.22K
$981K
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1KNew |
$90.8K - $115K
|
1K
$158K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
990+ 3.74% |
$89.9K - $114K
|
27.5K
$4.33M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
922+ 18.99% |
$83.7K - $106K
|
5.78K
$911K
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
920+ 36.22% |
$83.5K - $106K
|
3.46K
$545K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
905+ 28.45% |
$82.2K - $104K
|
4.09K
$644K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
903+ 51.42% |
$82K - $104K
|
2.66K
$419K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
866+ 7.64% |
$78.6K - $99.9K
|
12.2K
$1.92M
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
864+ 1.39% |
$78.4K - $99.7K
|
63.1K
$9.95M
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
838+ 0.97% |
$76.1K - $96.7K
|
86.8K
$13.7M
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
740+ 1.65% |
$67.2K - $85.4K
|
45.6K
$7.19M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
699+ 2.4% |
$63.5K - $80.7K
|
29.8K
$4.69M
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
636+ 0.3% |
$57.7K - $73.4K
|
211K
$33.3M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
632New |
$57.4K - $72.9K
|
632
$99.6K
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
600New |
$54.5K - $69.2K
|
600
$94.6K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
596+ 2.37% |
$54.1K - $68.8K
|
25.8K
$4.06M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
575New |
$52.2K - $66.4K
|
575
$90.6K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
539+ 1.96% |
$48.9K - $62.2K
|
28K
$4.42M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
539+ 1.96% |
$48.9K - $62.2K
|
28K
$4.42M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
532+ 3.84% |
$48.3K - $61.4K
|
14.4K
$2.27M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
518+ 3.96% |
$47K - $59.8K
|
13.6K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
494+ 7.74% |
$44.8K - $57K
|
6.88K
$1.08M
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
485+ 3.32% |
$44K - $56K
|
15.1K
$2.38M
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
463+ 4.97% |
$42K - $53.4K
|
9.78K
$1.54M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
460+ 5.48% |
$41.8K - $53.1K
|
8.86K
$1.4M
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
455+ 4.35% |
$41.3K - $52.5K
|
10.9K
$1.72M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
445+ 2.32% |
$40.4K - $51.4K
|
19.6K
$3.09M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
420+ 1.52% |
$38.1K - $48.5K
|
28K
$4.42M
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
408+ 0.49% |
$37K - $47.1K
|
83K
$13.1M
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
400New |
$36.3K - $46.2K
|
400
$63.1K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
400New |
$36.3K - $46.2K
|
400
$63.1K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
395New |
$35.9K - $45.6K
|
395
$62.3K
|