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 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-560Closed |
$50.8K - $64.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-564- 10.25% |
$51.2K - $65.1K
|
4.94K
$784K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-590- 16.57% |
$53.6K - $68.1K
|
2.97K
$472K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-598Closed |
$54.3K - $69K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-600- 1.32% |
$54.5K - $69.2K
|
44.8K
$7.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-600- 3.58% |
$54.5K - $69.2K
|
16.2K
$2.57M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-605- 2.33% |
$54.9K - $69.8K
|
25.4K
$4.03M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-612- 4.81% |
$55.6K - $70.6K
|
12.1K
$1.92M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-639- 6.34% |
$58K - $73.7K
|
9.44K
$1.5M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-648- 6.35% |
$58.8K - $74.8K
|
9.56K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-650- 5.62% |
$59K - $75K
|
10.9K
$1.73M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-652- 12.49% |
$59.2K - $75.2K
|
4.57K
$725K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-680Closed |
$61.7K - $78.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-682- 10.01% |
$61.9K - $78.7K
|
6.13K
$973K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-701- 2.8% |
$63.6K - $80.9K
|
24.4K
$3.87M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-714- 6.0% |
$64.8K - $82.4K
|
11.2K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-720- 5.47% |
$65.4K - $83.1K
|
12.4K
$1.98M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-755Closed |
$68.5K - $87.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-768- 6.69% |
$69.7K - $88.6K
|
10.7K
$1.7M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-773- 19.12% |
$70.2K - $89.2K
|
3.27K
$519K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-779- 0.89% |
$70.7K - $89.9K
|
87K
$13.8M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-788- 10.81% |
$71.5K - $90.9K
|
6.5K
$1.03M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-797- 16.9% |
$72.4K - $92K
|
3.92K
$622K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-804- 15.0% |
$73K - $92.8K
|
4.56K
$723K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-828- 19.82% |
$75.2K - $95.6K
|
3.35K
$532K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-835- 3.61% |
$75.8K - $96.4K
|
22.3K
$3.54M
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-840- 3.16% |
$76.3K - $96.9K
|
25.7K
$4.09M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-845- 22.19% |
$76.7K - $97.5K
|
2.96K
$470K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-876- 14.41% |
$79.5K - $101K
|
5.2K
$826K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-878- 5.41% |
$79.7K - $101K
|
15.3K
$2.43M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-888- 7.4% |
$80.6K - $102K
|
11.1K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-898- 16.44% |
$81.5K - $104K
|
4.56K
$725K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-936- 11.41% |
$85K - $108K
|
7.27K
$1.15M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-955- 18.74% |
$86.7K - $110K
|
4.14K
$658K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-975- 22.82% |
$88.5K - $113K
|
3.3K
$523K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-978- 31.6% |
$88.8K - $113K
|
2.12K
$336K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-997- 4.56% |
$90.5K - $115K
|
20.9K
$3.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1K- 26.32% |
$90.8K - $115K
|
2.8K
$445K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.12K- 0.35% |
$101K - $129K
|
316K
$50.2M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.13K- 9.74% |
$103K - $130K
|
10.5K
$1.66M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.15K- 4.0% |
$104K - $133K
|
27.6K
$4.38M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.15K- 24.01% |
$104K - $133K
|
3.64K
$578K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.18K- 32.14% |
$107K - $136K
|
2.5K
$396K
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.22K- 21.21% |
$111K - $141K
|
4.55K
$722K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-1.23K- 2.2% |
$111K - $141K
|
54.4K
$8.64M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.24K- 36.65% |
$112K - $143K
|
2.14K
$339K
|
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.24K- 0.9% |
$113K - $143K
|
137K
$21.8M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.25K- 8.56% |
$113K - $144K
|
13.4K
$2.12M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.27K- 11.94% |
$115K - $146K
|
9.36K
$1.49M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.27K- 30.11% |
$115K - $147K
|
2.95K
$468K
|