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 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.4K+ 41.37% |
$1.12M - $1.43M
|
52.6K
$8.49M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.3KNew |
$1.11M - $1.42M
|
15.3K
$2.47M
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
15.2K+ 12.96% |
$1.1M - $1.41M
|
132K
$21.3M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
15.1K+ 105.7% |
$1.1M - $1.4M
|
29.4K
$4.75M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.9K+ 18.95% |
$1.08M - $1.39M
|
93.7K
$15.1M
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.08M - $1.38M
|
14.9K
$2.4M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14K+ 500.93% |
$1.02M - $1.3M
|
16.8K
$2.71M
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
14K+ 20.67% |
$1.02M - $1.3M
|
81.9K
$13.2M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.9K+ 75.4% |
$1.01M - $1.29M
|
32.3K
$5.21M
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
13.5K+ 28.77% |
$982K - $1.26M
|
60.6K
$9.78M
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.3K+ 17.84% |
$964K - $1.23M
|
87.8K
$14.2M
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13.2K+ 101.79% |
$956K - $1.22M
|
26.1K
$4.21M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.9K+ 3.94% |
$936K - $1.2M
|
341K
$54.9M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 11.06% |
$923K - $1.18M
|
128K
$20.6M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 81.54% |
$911K - $1.17M
|
28K
$4.51M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.5KNew |
$904K - $1.16M
|
12.5K
$2.01M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.5K+ 402.49% |
$904K - $1.16M
|
15.6K
$2.51M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.4K+ 48.41% |
$902K - $1.15M
|
38.1K
$6.15M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.3K+ 15.82% |
$894K - $1.14M
|
90.2K
$14.5M
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
11.6K+ 21.35% |
$840K - $1.07M
|
65.8K
$10.6M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11.3KNew |
$823K - $1.05M
|
11.3K
$1.83M
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
11.2K+ 93.47% |
$815K - $1.04M
|
23.3K
$3.75M
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
11.1KNew |
$805K - $1.03M
|
11.1K
$1.79M
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
10.5K+ 55.36% |
$758K - $970K
|
29.3K
$4.73M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 19.86% |
$744K - $952K
|
61.9K
$9.98M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.92K+ 46.2% |
$720K - $921K
|
31.4K
$5.06M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
9.64K+ 67.13% |
$699K - $894K
|
24K
$3.87M
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
9.27K+ 47.89% |
$673K - $861K
|
28.6K
$4.62M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.93K+ 29.12% |
$648K - $829K
|
39.6K
$6.39M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.69K+ 87.69% |
$630K - $806K
|
18.6K
$3M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.58K+ 153.02% |
$622K - $796K
|
14.2K
$2.29M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.57KNew |
$622K - $796K
|
8.57K
$1.38M
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
8.55KNew |
$620K - $793K
|
8.55K
$1.38M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.48K+ 12.43% |
$615K - $787K
|
76.7K
$12.4M
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.47K+ 33.25% |
$614K - $786K
|
33.9K
$5.47M
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
8.17K+ 142.56% |
$592K - $758K
|
13.9K
$2.24M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.94KNew |
$576K - $737K
|
7.94K
$1.28M
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7.91K+ 27.14% |
$574K - $734K
|
37K
$5.98M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.66K+ 18.2% |
$556K - $711K
|
49.8K
$8.03M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.51K+ 22.08% |
$545K - $697K
|
41.5K
$6.7M
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.41K+ 39.99% |
$538K - $688K
|
25.9K
$4.18M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.22KNew |
$524K - $670K
|
7.22K
$1.16M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.89K+ 53.88% |
$500K - $640K
|
19.7K
$3.17M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.82K+ 17.73% |
$495K - $633K
|
45.3K
$7.3M
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.81K+ 55.12% |
$494K - $632K
|
19.2K
$3.09M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.66K+ 153.3% |
$483K - $618K
|
11K
$1.77M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.53K+ 15.51% |
$474K - $606K
|
48.6K
$7.85M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.4K+ 29.17% |
$465K - $594K
|
28.4K
$4.57M
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.34K+ 12.93% |
$460K - $589K
|
55.4K
$8.94M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.33K+ 31.46% |
$459K - $587K
|
26.4K
$4.27M
|