Purchases and Sales Made in Q2 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.4K- 35.65% |
$108K - $147K
|
2.52K
$400K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 13.62% |
$114K - $155K
|
9.35K
$1.48M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 15.69% |
$115K - $155K
|
7.95K
$1.26M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 5.1% |
$117K - $158K
|
28K
$4.45M
|
|
Aug 05, 2022
Q2 2022
|
Westwood Wealth Management
|
SELL
|
- |
-1.58K- 10.8% |
$122K - $166K
|
13.1K
$2.07M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-1.59K- 9.18% |
$123K - $166K
|
15.7K
$2.49M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1.59K- 1.79% |
$123K - $166K
|
86.8K
$13.8M
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 1.1% |
$123K - $167K
|
143K
$22.6M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.61K- 0.78% |
$124K - $169K
|
204K
$32.3M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.61K- 1.69% |
$125K - $169K
|
93.2K
$14.8M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.61K- 4.14% |
$125K - $169K
|
37.3K
$5.92M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.62K- 13.93% |
$125K - $170K
|
9.98K
$1.58M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.63K- 5.03% |
$126K - $171K
|
30.7K
$4.88M
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.71K- 4.01% |
$133K - $180K
|
41K
$6.5M
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.72K- 56.8% |
$133K - $180K
|
1.31K
$207K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.73K- 35.64% |
$134K - $181K
|
3.12K
$495K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.76KClosed |
$137K - $185K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.83K- 40.73% |
$142K - $192K
|
2.66K
$423K
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.95KClosed |
$151K - $205K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.95KClosed |
$151K - $205K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.96K- 3.05% |
$152K - $206K
|
62.3K
$9.89M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.97KClosed |
$153K - $207K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.97KClosed |
$153K - $207K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.99KClosed |
$155K - $209K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2KClosed |
$155K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 0.41% |
$155K - $210K
|
489K
$77.7M
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.01KClosed |
$156K - $212K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.04K- 41.22% |
$158K - $214K
|
2.91K
$462K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.05K- 0.34% |
$159K - $215K
|
602K
$95.6M
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.05KClosed |
$159K - $215K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-2.06KClosed |
$159K - $216K
|
0
$0
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.08KClosed |
$161K - $218K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.08KClosed |
$161K - $218K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.09KClosed |
$162K - $220K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.1KClosed |
$163K - $221K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-2.1KClosed |
$163K - $221K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.12KClosed |
$164K - $222K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.14KClosed |
$166K - $224K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$169K - $228K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.18KClosed |
$169K - $229K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.18KClosed |
$169K - $229K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.19K- 25.67% |
$169K - $230K
|
6.33K
$1M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.24KClosed |
$173K - $235K
|
0
$0
|