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 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-107- 4.26% |
$9.71K - $12.3K
|
2.41K
$382K
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-110- 0.26% |
$9.99K - $12.7K
|
42.7K
$6.77M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-120- 0.94% |
$10.9K - $13.8K
|
12.7K
$2.01M
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-122- 0.99% |
$11.1K - $14.1K
|
12.2K
$1.94M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-125- 1.9% |
$11.3K - $14.4K
|
6.45K
$1.02M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-129- 1.06% |
$11.7K - $14.9K
|
12K
$1.91M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-130Closed |
$11.8K - $15K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-131- 0.57% |
$11.9K - $15.1K
|
22.9K
$3.63M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-137- 47.4% |
$12.4K - $15.8K
|
152
$24.1K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-140- 5.31% |
$12.7K - $16.2K
|
2.5K
$396K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-141Closed |
$12.8K - $16.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-148- 5.25% |
$13.4K - $17.1K
|
2.67K
$424K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-150- 2.5% |
$13.6K - $17.3K
|
5.84K
$928K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-157- 4.87% |
$14.3K - $18.1K
|
3.07K
$487K
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-158- 2.07% |
$14.3K - $18.2K
|
7.49K
$1.19M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-160- 3.69% |
$14.5K - $18.5K
|
4.18K
$663K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-160Closed |
$14.5K - $18.5K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-161- 1.77% |
$14.6K - $18.6K
|
8.92K
$1.42M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-164- 5.25% |
$14.9K - $18.9K
|
2.96K
$469K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-165Closed |
$15K - $19K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-179- 4.66% |
$16.2K - $20.7K
|
3.66K
$581K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-179- 4.66% |
$16.2K - $20.7K
|
3.66K
$581K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-180- 4.25% |
$16.3K - $20.8K
|
4.06K
$644K
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-182- 10.13% |
$16.5K - $21K
|
1.62K
$256K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-185- 4.21% |
$16.8K - $21.4K
|
4.21K
$668K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-186- 0.73% |
$16.9K - $21.5K
|
25.2K
$4M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-187- 1.56% |
$17K - $21.6K
|
11.8K
$1.87M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-189- 1.05% |
$17.2K - $21.8K
|
17.8K
$2.82M
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-193- 10.16% |
$17.5K - $22.3K
|
1.71K
$271K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-195- 1.79% |
$17.7K - $22.5K
|
10.7K
$1.7M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-202- 5.14% |
$18.3K - $23.3K
|
3.73K
$592K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-207- 0.64% |
$18.8K - $23.9K
|
32.3K
$5.12M
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-207- 1.61% |
$18.8K - $23.9K
|
12.7K
$2.01M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-209Closed |
$19K - $24.1K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-212- 20.54% |
$19.2K - $24.5K
|
820
$130K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-212Closed |
$19.2K - $24.5K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-214- 5.59% |
$19.4K - $24.7K
|
3.61K
$573K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-214- 57.99% |
$19.4K - $24.7K
|
155
$24.6K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-215- 0.34% |
$19.5K - $24.8K
|
63.2K
$10M
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-216- 1.42% |
$19.6K - $24.9K
|
15K
$2.37M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-231- 0.61% |
$21K - $26.7K
|
37.6K
$5.96M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-233- 8.02% |
$21.2K - $26.9K
|
2.67K
$424K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-233- 13.14% |
$21.2K - $26.9K
|
1.54K
$244K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-235- 5.87% |
$21.3K - $27.1K
|
3.77K
$598K
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-244- 10.09% |
$22.2K - $28.2K
|
2.18K
$345K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-245- 8.05% |
$22.2K - $28.3K
|
2.8K
$445K
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-247- 2.97% |
$22.4K - $28.5K
|
8.06K
$1.28M
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-250- 2.18% |
$22.7K - $28.9K
|
11.2K
$1.78M
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-250- 7.64% |
$22.7K - $28.9K
|
3.02K
$480K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 0.12% |
$22.7K - $28.9K
|
205K
$32.6M
|