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 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3+ 0.03% |
$272 - $346
|
9.68K
$1.54M
|
|
|
May 04, 2022
Q1 2022
|
Verger Capital Management LLC
|
BUY
|
- |
2+ 0.03% |
$182 - $231
|
6.41K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.07% |
$182 - $231
|
2.68K
$426K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$182 - $231
|
4.63K
$736K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2+ 0.04% |
$182 - $231
|
4.95K
$786K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.02% |
$182 - $231
|
9.86K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.06% |
$90.8 - $115
|
1.71K
$271K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1+ 0.01% |
$90.8 - $115
|
9.56K
$1.52M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$90.8 - $115
|
2.95K
$469K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$90.8 - $115
|
2.18K
$346K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$90.8 - $115
|
2.46K
$391K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$90.8 - $115
|
3.33K
$529K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.33% |
$90.8 - $115
|
302
$47.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$90.8 - $115
|
4.38K
$696K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$90.8 - $115
|
2.24K
$356K
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$90.8 - $115
|
2.41K
$382K
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.04% |
$90.8 - $115
|
2.33K
$370K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$90.8 - $115
|
2.87K
$455K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-9- 3.11% |
$817 - $1.04K
|
280
$44.5K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10Closed |
$908 - $1.15K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-19Closed |
$1.72K - $2.19K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-38Closed |
$3.45K - $4.39K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-40- 0.32% |
$3.63K - $4.62K
|
12.6K
$2M
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-42- 1.82% |
$3.81K - $4.85K
|
2.26K
$359K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-43- 0.23% |
$3.9K - $4.96K
|
18.7K
$2.97M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-43- 0.27% |
$3.9K - $4.96K
|
15.7K
$2.49M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-44- 1.54% |
$3.99K - $5.08K
|
2.81K
$446K
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-47- 1.25% |
$4.27K - $5.42K
|
3.71K
$589K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-50- 0.97% |
$4.54K - $5.77K
|
5.12K
$813K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 2.17% |
$4.54K - $5.77K
|
2.25K
$357K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-51- 23.08% |
$4.63K - $5.89K
|
170
$27K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-51- 1.16% |
$4.63K - $5.89K
|
4.35K
$691K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-56- 2.16% |
$5.08K - $6.46K
|
2.54K
$403K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-70- 2.88% |
$6.35K - $8.08K
|
2.36K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-73- 2.43% |
$6.63K - $8.42K
|
2.93K
$466K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-80- 0.9% |
$7.26K - $9.23K
|
8.82K
$1.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-80- 0.27% |
$7.26K - $9.23K
|
29.5K
$4.69M
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-80- 3.85% |
$7.26K - $9.23K
|
2K
$318K
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-81- 2.3% |
$7.35K - $9.35K
|
3.45K
$547K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-85- 2.66% |
$7.72K - $9.81K
|
3.11K
$494K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-88- 0.79% |
$7.99K - $10.2K
|
11K
$1.74M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-89- 8.9% |
$8.08K - $10.3K
|
911
$145K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-90- 0.77% |
$8.17K - $10.4K
|
11.7K
$1.85M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-93- 0.7% |
$8.44K - $10.7K
|
13.2K
$2.1M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-94- 5.06% |
$8.53K - $10.8K
|
1.76K
$280K
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-96- 0.51% |
$8.71K - $11.1K
|
18.6K
$2.95M
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 0.5% |
$9.08K - $11.5K
|
19.8K
$3.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 16.67% |
$9.08K - $11.5K
|
500
$79.4K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-100- 0.83% |
$9.08K - $11.5K
|
12K
$1.9M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-107Closed |
$9.71K - $12.3K
|
0
$0
|