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 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
118+ 1.76% |
$11.7K - $12.8K
|
6.82K
$1.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
114+ 69.51% |
$11.3K - $12.4K
|
278
$43.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
113+ 3.67% |
$11.2K - $12.3K
|
3.2K
$504K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
103+ 0.27% |
$10.2K - $11.2K
|
37.8K
$5.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
102+ 1.31% |
$10.1K - $11.1K
|
7.89K
$1.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
101+ 0.94% |
$10K - $11K
|
10.9K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 24.88% |
$9.9K - $10.9K
|
502
$79.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 0.84% |
$9.9K - $10.9K
|
12K
$1.89M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
97+ 8.86% |
$9.6K - $10.6K
|
1.19K
$188K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
96+ 3.58% |
$9.5K - $10.5K
|
2.78K
$438K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
96+ 3.82% |
$9.5K - $10.5K
|
2.61K
$411K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
93+ 1.52% |
$9.21K - $10.1K
|
6.2K
$978K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
81+ 0.7% |
$8.02K - $8.82K
|
11.7K
$1.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
70+ 129.63% |
$6.93K - $7.62K
|
124
$19.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
55+ 0.42% |
$5.44K - $5.99K
|
13.3K
$2.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
51+ 1.59% |
$5.05K - $5.55K
|
3.27K
$515K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
51+ 0.81% |
$5.05K - $5.55K
|
6.36K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
50+ 21.65% |
$4.95K - $5.44K
|
281
$44.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
42+ 0.96% |
$4.16K - $4.57K
|
4.43K
$698K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 0.79% |
$3.76K - $4.14K
|
4.87K
$767K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32+ 0.81% |
$3.17K - $3.48K
|
3.97K
$625K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22+ 0.41% |
$2.18K - $2.4K
|
5.43K
$856K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.32% |
$1.78K - $1.96K
|
5.57K
$878K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14+ 0.12% |
$1.39K - $1.52K
|
12.1K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11+ 0.18% |
$1.09K - $1.2K
|
6K
$945K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.05% |
$990 - $1.09K
|
19.9K
$3.13M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
10+ 50.0% |
$990 - $1.09K
|
30
$4.73K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10+ 0.47% |
$990 - $1.09K
|
2.12K
$334K
|
|
|
Oct 29, 2021
Q3 2021
|
Verger Capital Management LLC
|
BUY
|
- |
4+ 0.06% |
$396 - $435
|
6.4K
$1.01M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.08% |
$297 - $327
|
3.54K
$559K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
3New |
$297 - $327
|
3
$473
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$198 - $218
|
2
$315
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$198 - $218
|
2.46K
$388K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$198 - $218
|
8.83K
$1.39M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2+ 0.08% |
$198 - $218
|
2.4K
$379K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$198 - $218
|
4.63K
$730K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.05% |
$198 - $218
|
4.11K
$647K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$99 - $109
|
4.73K
$745K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$99 - $109
|
7.89K
$1.24M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 25.0% |
$99 - $109
|
5
$788
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.33% |
$99 - $109
|
300
$47.3K
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-2- 0.05% |
$198 - $218
|
3.84K
$606K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$198 - $218
|
2.41K
$381K
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5- 0.06% |
$495 - $544
|
8.52K
$1.34M
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-9- -0.0% |
$891 - $980
|
211K
$33.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-10- 10.87% |
$990 - $1.09K
|
82
$12.9K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.1% |
$990 - $1.09K
|
10.5K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.36% |
$990 - $1.09K
|
2.78K
$438K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15- 4.48% |
$1.48K - $1.63K
|
320
$50.4K
|