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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-841- 20.12% |
$61K - $78.1K
|
3.34K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-869- 14.21% |
$63K - $80.7K
|
5.25K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-873- 3.27% |
$63.3K - $81K
|
25.8K
$4.14M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-881- 2.28% |
$63.9K - $81.8K
|
37.8K
$6.07M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-907- 17.28% |
$65.8K - $84.2K
|
4.34K
$696K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-957- 35.26% |
$69.4K - $88.8K
|
1.76K
$282K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-999- 16.0% |
$72.5K - $92.7K
|
5.24K
$841K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1K- 5.63% |
$72.5K - $92.8K
|
16.8K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.01K- 14.58% |
$73.3K - $93.8K
|
5.92K
$950K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.07K- 11.88% |
$77.8K - $99.6K
|
7.96K
$1.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.1K- 3.1% |
$79.6K - $102K
|
34.4K
$5.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.15K- 10.68% |
$83.3K - $107K
|
9.61K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.19K- 0.99% |
$86.4K - $111K
|
119K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.27K- 7.58% |
$92K - $118K
|
15.5K
$2.48M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.28K- 12.89% |
$93.1K - $119K
|
8.68K
$1.39M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 1.03% |
$93.2K - $119K
|
124K
$19.9M
|
|
|
Feb 04, 2025
Q1 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.32K- 5.16% |
$95.8K - $123K
|
24.3K
$3.89M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 1.24% |
$97.4K - $125K
|
107K
$17.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 12.64% |
$113K - $145K
|
10.8K
$1.73M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.56K- 14.77% |
$113K - $145K
|
8.99K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.57K- 94.25% |
$114K - $146K
|
96
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.58K- 70.26% |
$114K - $146K
|
667
$107K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.6K- 13.06% |
$116K - $148K
|
10.7K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.64K- 11.09% |
$119K - $152K
|
13.1K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.67K- 11.59% |
$121K - $155K
|
12.7K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.7K- 8.37% |
$123K - $158K
|
18.6K
$2.98M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-1.78K- 16.18% |
$129K - $165K
|
9.2K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 51.37% |
$131K - $167K
|
1.7K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.89K- 17.91% |
$137K - $175K
|
8.66K
$1.39M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.95K- 2.37% |
$142K - $181K
|
80.3K
$12.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.05K- 11.06% |
$149K - $191K
|
16.5K
$2.65M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.06K- 3.52% |
$149K - $191K
|
56.4K
$9.05M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.17K- 6.51% |
$157K - $201K
|
31.1K
$4.99M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.17K- 11.07% |
$158K - $202K
|
17.5K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.21K- 4.45% |
$160K - $205K
|
47.4K
$7.61M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.21K- 22.19% |
$160K - $205K
|
7.74K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.28K- 92.64% |
$165K - $212K
|
181
$29K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 8.29% |
$167K - $213K
|
25.5K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 38.03% |
$173K - $221K
|
3.88K
$623K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.45K- 11.18% |
$177K - $227K
|
19.4K
$3.12M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.52K- 4.85% |
$183K - $234K
|
49.4K
$7.92M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.52K- 16.16% |
$183K - $234K
|
13.1K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.53K- 19.69% |
$183K - $235K
|
10.3K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.58K- 73.91% |
$187K - $240K
|
911
$146K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-2.62K- 5.74% |
$190K - $244K
|
43.1K
$6.91M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.8K- 78.83% |
$203K - $260K
|
752
$121K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-2.83K- 12.73% |
$205K - $263K
|
19.4K
$3.11M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.89K- 3.58% |
$210K - $268K
|
77.9K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-2.9K- 4.6% |
$211K - $270K
|
60.2K
$9.65M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.03K- 9.04% |
$220K - $281K
|
30.5K
$4.89M
|