Purchases and Sales Made in Q3 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 2022. 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 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.29K+ 16.83% |
$388K - $500K
|
36.7K
$5.85M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.22K+ 47.54% |
$383K - $493K
|
16.2K
$2.58M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.06K+ 33.43% |
$371K - $478K
|
20.2K
$3.22M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.94K+ 5.0% |
$363K - $467K
|
104K
$16.6M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.86K+ 61.16% |
$357K - $460K
|
12.8K
$2.04M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.65K+ 13.85% |
$341K - $439K
|
38.2K
$6.09M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.64KNew |
$341K - $439K
|
4.64K
$740K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
4.5KNew |
$330K - $425K
|
4.5K
$717K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.46KNew |
$327K - $421K
|
4.46K
$711K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.38K+ 805.88% |
$322K - $414K
|
4.93K
$785K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 7.69% |
$305K - $393K
|
58.2K
$9.28M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.1K+ 19.19% |
$301K - $387K
|
25.4K
$4.05M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.98K+ 12.09% |
$292K - $376K
|
36.9K
$5.87M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.88K+ 29.42% |
$285K - $367K
|
17.1K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.74KNew |
$274K - $353K
|
3.74K
$596K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.54K+ 14.74% |
$260K - $335K
|
27.6K
$4.39M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
3.51K+ 11.23% |
$258K - $332K
|
34.8K
$5.54M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.46KNew |
$254K - $327K
|
3.46K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.36KNew |
$247K - $318K
|
3.36K
$536K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.22K+ 16.08% |
$236K - $304K
|
23.2K
$3.7M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.2KNew |
$235K - $302K
|
3.2K
$510K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.2KNew |
$235K - $302K
|
3.2K
$510K
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
3.15K+ 5.7% |
$231K - $297K
|
58.4K
$9.3M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.13K+ 74.35% |
$230K - $296K
|
7.34K
$1.17M
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.1KNew |
$227K - $293K
|
3.1K
$494K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.07K+ 1.51% |
$225K - $290K
|
207K
$32.9M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.92K+ 8.17% |
$214K - $276K
|
38.7K
$6.17M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.86K+ 21.72% |
$209K - $270K
|
16K
$2.55M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.84K+ 81.94% |
$208K - $268K
|
6.31K
$1.01M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.83KNew |
$207K - $267K
|
2.83K
$450K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.83K+ 38.98% |
$207K - $267K
|
10.1K
$1.6M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.82K+ 81.63% |
$207K - $266K
|
6.27K
$999K
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
2.8K+ 22.46% |
$205K - $264K
|
15.2K
$2.43M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.78K+ 3.75% |
$204K - $263K
|
77K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.6K+ 613.21% |
$191K - $246K
|
3.02K
$482K
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.57K+ 9.63% |
$189K - $243K
|
29.2K
$4.66M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.55K+ 145.38% |
$187K - $241K
|
4.3K
$686K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.47K+ 25.11% |
$181K - $233K
|
12.3K
$1.96M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.44K+ 10.58% |
$179K - $231K
|
25.5K
$4.06M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.42K+ 12.72% |
$177K - $228K
|
21.4K
$3.41M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.36K+ 18.7% |
$173K - $223K
|
15K
$2.39M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.34K+ 8.11% |
$172K - $221K
|
31.2K
$4.96M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.19K+ 3.45% |
$160K - $206K
|
65.5K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.17K+ 2.26% |
$159K - $205K
|
98.3K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2KNew |
$147K - $189K
|
2K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
2K+ 14.31% |
$147K - $189K
|
16K
$2.54M
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.94K+ 2.21% |
$143K - $184K
|
90K
$14.3M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.89K+ 8.61% |
$139K - $179K
|
23.9K
$3.8M
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
1.89K+ 3.5% |
$138K - $178K
|
55.8K
$8.89M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.82K+ 21.61% |
$134K - $172K
|
10.2K
$1.63M
|