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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-19- 1.02% |
$1.88K - $2.07K
|
1.85K
$294K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-20- 1.33% |
$1.98K - $2.18K
|
1.49K
$236K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-25- 0.14% |
$2.47K - $2.72K
|
17.9K
$2.84M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-29Closed |
$2.87K - $3.16K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-32- 0.23% |
$3.17K - $3.48K
|
13.7K
$2.18M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38- 0.69% |
$3.76K - $4.14K
|
5.5K
$873K
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-38- 1.13% |
$3.76K - $4.14K
|
3.31K
$526K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-40- 2.29% |
$3.96K - $4.35K
|
1.7K
$271K
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-47- 0.5% |
$4.65K - $5.12K
|
9.38K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 1.62% |
$4.95K - $5.44K
|
3.05K
$483K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-50- 0.12% |
$4.95K - $5.44K
|
42.4K
$6.73M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-58- 0.5% |
$5.74K - $6.31K
|
11.6K
$1.84M
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-67- 0.72% |
$6.63K - $7.29K
|
9.2K
$1.46M
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-74- 7.3% |
$7.33K - $8.06K
|
940
$149K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-80- 3.28% |
$7.92K - $8.71K
|
2.36K
$374K
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-94- 0.32% |
$9.31K - $10.2K
|
29.6K
$4.69M
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-95- 3.05% |
$9.4K - $10.3K
|
3.02K
$479K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-99- 0.89% |
$9.8K - $10.8K
|
11.1K
$1.76M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-100- 2.36% |
$9.9K - $10.9K
|
4.14K
$657K
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-100- 33.33% |
$9.9K - $10.9K
|
200
$31.8K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-102- 0.43% |
$10.1K - $11.1K
|
23.8K
$3.78M
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-115- 3.33% |
$11.4K - $12.5K
|
3.34K
$531K
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-118- 0.94% |
$11.7K - $12.8K
|
12.4K
$1.97M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-139- 5.35% |
$13.8K - $15.1K
|
2.46K
$390K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 0.96% |
$13.9K - $15.2K
|
14.5K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-144- 2.83% |
$14.3K - $15.7K
|
4.95K
$786K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 1.32% |
$14.4K - $15.8K
|
10.9K
$1.72M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-147- 0.73% |
$14.6K - $16K
|
20.1K
$3.19M
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-148- 0.17% |
$14.7K - $16.1K
|
88.4K
$14M
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-150- 3.78% |
$14.8K - $16.3K
|
3.82K
$606K
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-152- 0.81% |
$15K - $16.5K
|
18.7K
$2.97M
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-170- 4.94% |
$16.8K - $18.5K
|
3.27K
$519K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-170- 0.5% |
$16.8K - $18.5K
|
33.7K
$5.34M
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-176- 2.05% |
$17.4K - $19.2K
|
8.39K
$1.33M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-177- 9.07% |
$17.5K - $19.3K
|
1.78K
$282K
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-200- 1.96% |
$19.8K - $21.8K
|
9.99K
$1.59M
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-200- 3.94% |
$19.8K - $21.8K
|
4.88K
$774K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200- 7.69% |
$19.8K - $21.8K
|
2.4K
$381K
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-200- 26.81% |
$19.8K - $21.8K
|
546
$86.7K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-203Closed |
$20.1K - $22.1K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-219- 26.04% |
$21.7K - $23.8K
|
622
$98.7K
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-229- 1.35% |
$22.7K - $24.9K
|
16.8K
$2.67M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-250Closed |
$24.7K - $27.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-250- 0.24% |
$24.7K - $27.2K
|
103K
$16.4M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-251- 6.07% |
$24.8K - $27.3K
|
3.89K
$617K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-251- 6.07% |
$24.8K - $27.3K
|
3.89K
$617K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-269- 37.47% |
$26.6K - $29.3K
|
449
$71.3K
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-280- 10.14% |
$27.7K - $30.5K
|
2.48K
$394K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-299- 7.92% |
$29.6K - $32.6K
|
3.48K
$552K
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-300- 1.4% |
$29.7K - $32.7K
|
21.1K
$3.35M
|