Purchases and Sales Made in Q1 2023 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 2023. 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, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.29M+ 39.56% |
$311M - $398M
|
15.1M
$2.44B
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
911K+ 28.82% |
$66M - $84.5M
|
4.07M
$656M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
788K+ 43.81% |
$57.2M - $73.1M
|
2.59M
$417M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
692KNew |
$50.2M - $64.2M
|
692K
$112M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
541K+ 36.53% |
$39.2M - $50.2M
|
2.02M
$326M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
464K+ 30.2% |
$33.6M - $43M
|
2M
$322M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
403K+ 40.05% |
$29.2M - $37.4M
|
1.41M
$227M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
253K+ 343.17% |
$18.4M - $23.5M
|
327K
$52.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
195K+ 3.25% |
$14.1M - $18.1M
|
6.18M
$997M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
177K+ 25.36% |
$12.8M - $16.4M
|
875K
$141M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
135K+ 52.94% |
$9.78M - $12.5M
|
390K
$62.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
127KNew |
$9.2M - $11.8M
|
127K
$20.5M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
123KNew |
$8.96M - $11.5M
|
123K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
116K+ 18.13% |
$8.4M - $10.7M
|
754K
$122M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
109K+ 17.92% |
$7.89M - $10.1M
|
716K
$115M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108K+ 13.32% |
$7.82M - $10M
|
917K
$148M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 34.9% |
$7.51M - $9.61M
|
400K
$64.6M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
98.4K+ 489.8% |
$7.14M - $9.13M
|
118K
$19.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97.3KNew |
$7.06M - $9.03M
|
97.3K
$15.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
96.6K+ 1959.02% |
$7M - $8.96M
|
101K
$16.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
90.2K+ 33.46% |
$6.54M - $8.37M
|
360K
$58M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84.2K+ 33.17% |
$6.11M - $7.82M
|
338K
$54.5M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
81.6KNew |
$5.92M - $7.58M
|
81.6K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
79.4K+ 15.64% |
$5.76M - $7.37M
|
587K
$94.7M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
77.4K+ 1564.07% |
$5.61M - $7.18M
|
82.3K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
75.9K+ 40.97% |
$5.51M - $7.04M
|
261K
$42.1M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
70.1KNew |
$5.08M - $6.5M
|
70.1K
$11.3M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
69.1K+ 150.15% |
$5.02M - $6.42M
|
115K
$18.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
68.9K+ 26.45% |
$4.99M - $6.39M
|
329K
$53.1M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
65.4K+ 25.71% |
$4.74M - $6.07M
|
320K
$51.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
63.5K+ 1143.65% |
$4.61M - $5.9M
|
69.1K
$11.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60.5K+ 93.13% |
$4.39M - $5.61M
|
125K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.2K+ 19.14% |
$4.29M - $5.49M
|
368K
$59.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.9K+ 24.71% |
$3.98M - $5.09M
|
277K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51.1K+ 14.86% |
$3.71M - $4.74M
|
395K
$63.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.1K+ 24.0% |
$3.56M - $4.56M
|
254K
$40.9M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48K+ 43.27% |
$3.48M - $4.46M
|
159K
$25.7M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
47.9KNew |
$3.47M - $4.45M
|
47.9K
$7.73M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
47.2K+ 1962.06% |
$3.42M - $4.38M
|
49.6K
$8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46.1K+ 32.88% |
$3.35M - $4.28M
|
186K
$30.1M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
43.6KNew |
$3.16M - $4.04M
|
43.6K
$7.03M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
43.5KNew |
$3.16M - $4.04M
|
43.5K
$7.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
40.4K+ 56.5% |
$2.93M - $3.75M
|
112K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.8K+ 26.05% |
$2.89M - $3.69M
|
193K
$31.1M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
39.5K+ 72.34% |
$2.86M - $3.66M
|
94K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.6K+ 33.88% |
$2.8M - $3.58M
|
152K
$24.6M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
37.3K+ 65.13% |
$2.71M - $3.46M
|
94.7K
$15.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
37.2K+ 47.06% |
$2.7M - $3.45M
|
116K
$18.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
36.9KNew |
$2.68M - $3.43M
|
36.9K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.3K+ 31.63% |
$2.56M - $3.28M
|
147K
$23.7M
|