Purchases and Sales Made in Q3 2021 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.6K+ 22.71% |
$257K - $283K
|
14K
$2.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.51KNew |
$249K - $273K
|
2.51K
$396K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.46KNew |
$243K - $267K
|
2.46K
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.38KNew |
$236K - $259K
|
2.38K
$375K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.2KNew |
$218K - $240K
|
2.2K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.2KNew |
$218K - $239K
|
2.2K
$347K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.13K+ 94.57% |
$210K - $231K
|
4.37K
$690K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.1KNew |
$208K - $229K
|
2.1K
$331K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
2.06KNew |
$204K - $224K
|
2.06K
$325K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.05K+ 2.78% |
$203K - $223K
|
75.7K
$11.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.02K+ 8.83% |
$200K - $220K
|
24.9K
$3.93M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
2.01KNew |
$199K - $219K
|
2.01K
$318K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
2KNew |
$198K - $218K
|
2K
$315K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
2KNew |
$198K - $218K
|
2K
$315K
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
2KNew |
$198K - $218K
|
2K
$315K
|
|
|
Nov 08, 2021
Q3 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2K+ 40.82% |
$198K - $218K
|
6.9K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2KNew |
$198K - $218K
|
2K
$315K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.97KNew |
$195K - $214K
|
1.97K
$310K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.91K+ 8.08% |
$189K - $208K
|
25.6K
$4.03M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.87K+ 68.12% |
$185K - $204K
|
4.62K
$728K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.86K+ 79.25% |
$185K - $203K
|
4.22K
$665K
|
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.83KNew |
$181K - $199K
|
1.83K
$288K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.78K+ 23.26% |
$176K - $193K
|
9.41K
$1.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 27.68% |
$163K - $179K
|
7.59K
$1.2M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.63K+ 24.73% |
$161K - $177K
|
8.2K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.63K+ 24.73% |
$161K - $177K
|
8.2K
$1.29M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.54K+ 300.0% |
$152K - $168K
|
2.05K
$323K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.33K+ 1.62% |
$132K - $145K
|
83.6K
$13.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.32K+ 6.63% |
$131K - $144K
|
21.3K
$3.36M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.3K+ 1.27% |
$128K - $141K
|
104K
$16.3M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.3K+ 2.41% |
$128K - $141K
|
55.1K
$8.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.28KNew |
$126K - $139K
|
1.28K
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.11KNew |
$109K - $120K
|
1.11K
$174K
|
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.09K+ 1.33% |
$108K - $118K
|
83K
$13.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.04K+ 9.12% |
$103K - $113K
|
12.4K
$1.96M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 7.46% |
$100K - $110K
|
14.6K
$2.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1K+ 819.67% |
$99K - $109K
|
1.12K
$177K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
973+ 9.36% |
$96.3K - $106K
|
11.4K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
925+ 17.12% |
$91.6K - $101K
|
6.33K
$998K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
827+ 1312.7% |
$81.9K - $90K
|
890
$140K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
820+ 1.75% |
$81.2K - $89.3K
|
47.6K
$7.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
797+ 154.76% |
$78.9K - $86.8K
|
1.31K
$207K
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
766+ 6.68% |
$75.8K - $83.4K
|
12.2K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
755New |
$74.7K - $82.2K
|
755
$119K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
750+ 1.58% |
$74.2K - $81.7K
|
48.2K
$7.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
742+ 5.28% |
$73.5K - $80.8K
|
14.8K
$2.33M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
701+ 9.18% |
$69.4K - $76.3K
|
8.34K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
662+ 11.88% |
$65.5K - $72.1K
|
6.24K
$983K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
658+ 14.4% |
$65.1K - $71.6K
|
5.23K
$824K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
645New |
$63.8K - $70.2K
|
645
$102K
|