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 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-301- 6.71% |
$29.8K - $32.8K
|
4.18K
$664K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-305- 1.41% |
$30.2K - $33.2K
|
21.3K
$3.38M
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-313- 9.92% |
$31K - $34.1K
|
2.84K
$451K
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-344- 3.08% |
$34.1K - $37.5K
|
10.8K
$1.72M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-350- 1.25% |
$34.6K - $38.1K
|
27.7K
$4.39M
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-363- 0.88% |
$35.9K - $39.5K
|
41K
$6.52M
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-394- 21.06% |
$39K - $42.9K
|
1.48K
$234K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-398- 3.12% |
$39.4K - $43.3K
|
12.4K
$1.96M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-398- 3.31% |
$39.4K - $43.3K
|
11.6K
$1.84M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-410- 3.32% |
$40.6K - $44.6K
|
11.9K
$1.89M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-433- 10.69% |
$42.9K - $47.1K
|
3.62K
$575K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-437- 1.01% |
$43.3K - $47.6K
|
42.9K
$6.81M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-440- 3.41% |
$43.6K - $47.9K
|
12.4K
$1.98M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-440- 4.02% |
$43.6K - $47.9K
|
10.5K
$1.67M
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-443- 3.46% |
$43.9K - $48.2K
|
12.4K
$1.96M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-460- 3.81% |
$45.5K - $50.1K
|
11.6K
$1.84M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-464- 16.55% |
$45.9K - $50.5K
|
2.34K
$371K
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-470- 1.73% |
$46.5K - $51.2K
|
26.7K
$4.23M
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-500- 9.16% |
$49.5K - $54.4K
|
4.96K
$787K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-500- 5.32% |
$49.5K - $54.4K
|
8.9K
$1.41M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-502- 3.06% |
$49.7K - $54.7K
|
15.9K
$2.52M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-529- 6.48% |
$52.4K - $57.6K
|
7.63K
$1.21M
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-530- 3.35% |
$52.5K - $57.7K
|
15.3K
$2.43M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-555Closed |
$54.9K - $60.4K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-568- 35.5% |
$56.2K - $61.8K
|
1.03K
$164K
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-591- 4.43% |
$58.5K - $64.3K
|
12.8K
$2.03M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-600- 14.45% |
$59.4K - $65.3K
|
3.55K
$564K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-600- 2.61% |
$59.4K - $65.3K
|
22.4K
$3.55M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-643- 3.1% |
$63.7K - $70K
|
20.1K
$3.2M
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-700- 3.36% |
$69.3K - $76.2K
|
20.1K
$3.2M
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-700- 9.78% |
$69.3K - $76.2K
|
6.46K
$1.03M
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-769- 1.72% |
$76.1K - $83.7K
|
43.9K
$6.98M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-840- 5.23% |
$83.2K - $91.5K
|
15.2K
$2.41M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-872- 21.85% |
$86.3K - $94.9K
|
3.12K
$495K
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-880- 21.12% |
$87.1K - $95.8K
|
3.29K
$522K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-880- 5.26% |
$87.1K - $95.8K
|
15.9K
$2.52M
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-935- 27.84% |
$92.6K - $102K
|
2.42K
$385K
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-956- 3.35% |
$94.6K - $104K
|
27.6K
$4.38M
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 1.67% |
$104K - $115K
|
62.2K
$9.88M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.08K- 1.97% |
$107K - $118K
|
53.9K
$8.55M
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 8.49% |
$123K - $135K
|
13.3K
$2.12M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.28K- 4.87% |
$127K - $140K
|
25.1K
$3.98M
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.34K- 20.94% |
$133K - $146K
|
5.07K
$805K
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.36K- 10.69% |
$135K - $148K
|
11.4K
$1.8M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.38K- 3.1% |
$137K - $151K
|
43.2K
$6.86M
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-1.4K- 73.68% |
$139K - $152K
|
500
$79.4K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.59K- 8.89% |
$157K - $173K
|
16.3K
$2.58M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.63K- 2.97% |
$161K - $177K
|
53.3K
$8.46M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.7KClosed |
$168K - $185K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.75K- 17.16% |
$173K - $190K
|
8.43K
$1.34M
|