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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
388+ 2.77% |
$35.2K - $44.8K
|
14.4K
$2.28M
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
375+ 5.96% |
$34K - $43.3K
|
6.67K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
360+ 2.64% |
$32.7K - $41.5K
|
14K
$2.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
348+ 10.49% |
$31.6K - $40.2K
|
3.67K
$582K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
332+ 11.24% |
$30.1K - $38.3K
|
3.29K
$522K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
266+ 3.35% |
$24.1K - $30.7K
|
8.21K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
260+ 13.4% |
$23.6K - $30K
|
2.2K
$349K
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
257+ 0.5% |
$23.3K - $29.7K
|
51.5K
$8.17M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
247+ 4.56% |
$22.4K - $28.5K
|
5.66K
$898K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
209+ 3.61% |
$19K - $24.1K
|
5.99K
$951K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
201New |
$18.2K - $23.2K
|
201
$31.9K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
200+ 22.47% |
$18.2K - $23.1K
|
1.09K
$173K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
200+ 7.65% |
$18.2K - $23.1K
|
2.82K
$447K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
188+ 3.64% |
$17.1K - $21.7K
|
5.36K
$851K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
176+ 3.42% |
$16K - $20.3K
|
5.32K
$845K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
167+ 4.96% |
$15.2K - $19.3K
|
3.53K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
164New |
$14.9K - $18.9K
|
164
$26K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
160+ 6.33% |
$14.5K - $18.5K
|
2.69K
$427K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
137+ 3.21% |
$12.4K - $15.8K
|
4.4K
$699K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
110+ 45.83% |
$9.99K - $12.7K
|
350
$55.6K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
109+ 0.15% |
$9.9K - $12.6K
|
71.1K
$11.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
109+ 1.84% |
$9.9K - $12.6K
|
6.03K
$957K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
104+ 22.56% |
$9.44K - $12K
|
565
$89.7K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98+ 3.32% |
$8.9K - $11.3K
|
3.05K
$484K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
90+ 3.82% |
$8.17K - $10.4K
|
2.45K
$388K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
71+ 215.15% |
$6.45K - $8.19K
|
104
$16.5K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
71+ 0.62% |
$6.45K - $8.19K
|
11.6K
$1.84M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
67+ 0.84% |
$6.08K - $7.73K
|
8.09K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
64+ 0.58% |
$5.81K - $7.39K
|
11.1K
$1.76M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
57+ 107.55% |
$5.17K - $6.58K
|
110
$17.5K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
54+ 1.67% |
$4.9K - $6.23K
|
3.3K
$523K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
51+ 2.07% |
$4.63K - $5.89K
|
2.51K
$399K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
50+ 1.89% |
$4.54K - $5.77K
|
2.7K
$428K
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
48+ 0.2% |
$4.36K - $5.54K
|
24.1K
$3.83M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$3.63K - $4.62K
|
40
$6.35K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
35+ 0.26% |
$3.18K - $4.04K
|
13.3K
$2.11M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 12.07% |
$3.18K - $4.04K
|
325
$51.6K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
30+ 1.83% |
$2.72K - $3.46K
|
1.67K
$265K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30+ 1.24% |
$2.72K - $3.46K
|
2.44K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
23+ 0.1% |
$2.09K - $2.65K
|
22.2K
$3.52M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$1.72K - $2.19K
|
19
$3.02K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
19New |
$1.72K - $2.19K
|
19
$3.02K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
16+ 0.3% |
$1.45K - $1.85K
|
5.33K
$846K
|
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
15+ 0.14% |
$1.36K - $1.73K
|
10.7K
$1.7M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$1.18K - $1.5K
|
13
$2.06K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
7+ 0.11% |
$635 - $808
|
6.54K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
6+ 20.0% |
$545 - $692
|
36
$5.72K
|
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
6+ 0.05% |
$545 - $692
|
11.1K
$1.76M
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.04% |
$454 - $577
|
12.9K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
3New |
$272 - $346
|
3
$476
|