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 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
641+ 4.99% |
$63.5K - $69.8K
|
13.5K
$2.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
599+ 1.88% |
$59.3K - $65.2K
|
32.4K
$5.14M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
580New |
$57.4K - $63.1K
|
580
$92.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
545+ 27.81% |
$53.9K - $59.3K
|
2.51K
$398K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
523New |
$51.8K - $56.9K
|
523
$83K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
467+ 1.46% |
$46.2K - $50.8K
|
32.6K
$5.17M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
465+ 2.95% |
$46K - $50.6K
|
16.2K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
441+ 4.82% |
$43.7K - $48K
|
9.58K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
438+ 5.81% |
$43.4K - $47.7K
|
7.97K
$1.27M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
430+ 1.11% |
$42.6K - $46.8K
|
39.1K
$6.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
428+ 4.54% |
$42.4K - $46.6K
|
9.86K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
413New |
$40.9K - $45K
|
413
$65.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
408New |
$40.4K - $44.4K
|
408
$64.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
400+ 1.53% |
$39.6K - $43.5K
|
26.5K
$4.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
393New |
$38.9K - $42.8K
|
393
$62.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
386+ 0.06% |
$38.2K - $42K
|
680K
$108M
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
383+ 4.2% |
$37.9K - $41.7K
|
9.49K
$1.51M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
372New |
$36.8K - $40.5K
|
372
$59.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
368+ 0.85% |
$36.4K - $40.1K
|
43.5K
$6.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
348New |
$34.4K - $37.9K
|
348
$55.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
346+ 270.31% |
$34.3K - $37.7K
|
474
$75.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
344+ 2.63% |
$34.1K - $37.5K
|
13.4K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
340New |
$33.7K - $37K
|
340
$54K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
340+ 0.87% |
$33.7K - $37K
|
39.5K
$6.28M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
339New |
$33.6K - $36.9K
|
339
$53.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
313+ 3.31% |
$31K - $34.1K
|
9.77K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
297+ 2.57% |
$29.4K - $32.3K
|
11.9K
$1.88M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
276+ 2.36% |
$27.3K - $30K
|
12K
$1.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
276+ 9.37% |
$27.3K - $30K
|
3.22K
$512K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
271New |
$26.8K - $29.5K
|
271
$43K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
270New |
$26.7K - $29.4K
|
270
$42.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
263+ 6.58% |
$26K - $28.6K
|
4.26K
$677K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
242+ 2.74% |
$24K - $26.3K
|
9.07K
$1.44M
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
235+ 1.83% |
$23.3K - $25.6K
|
13.1K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
225+ 7.53% |
$22.3K - $24.5K
|
3.21K
$510K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
223+ 1.86% |
$22.1K - $24.3K
|
12.2K
$1.94M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
220+ 1.19% |
$21.8K - $24K
|
18.7K
$2.97M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
218+ 1.77% |
$21.6K - $23.7K
|
12.5K
$1.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
197+ 7.88% |
$19.5K - $21.4K
|
2.7K
$428K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
194+ 2.22% |
$19.2K - $21.1K
|
8.92K
$1.42M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
192+ 3.3% |
$19K - $20.9K
|
6.01K
$954K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
190+ 3.71% |
$18.8K - $20.7K
|
5.31K
$843K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
187New |
$18.5K - $20.4K
|
187
$29.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
180+ 68.18% |
$17.8K - $19.6K
|
444
$70.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
177+ 3.42% |
$17.5K - $19.3K
|
5.35K
$850K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
151+ 2.94% |
$14.9K - $16.4K
|
5.29K
$840K
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
150+ 1.79% |
$14.8K - $16.3K
|
8.55K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
135+ 0.52% |
$13.4K - $14.7K
|
26.3K
$4.17M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
130+ 0.15% |
$12.9K - $14.2K
|
86.3K
$13.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
129+ 1.16% |
$12.8K - $14K
|
11.2K
$1.78M
|