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 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
400+ 5.01% |
$29.3K - $37.8K
|
8.38K
$1.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
379New |
$27.8K - $35.8K
|
379
$61.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
330New |
$24.2K - $31.2K
|
330
$53.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
313+ 1.11% |
$23K - $29.6K
|
28.6K
$4.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
299+ 1.63% |
$21.9K - $28.3K
|
18.6K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
296+ 16.16% |
$21.7K - $28K
|
2.13K
$344K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
263+ 10.58% |
$19.3K - $24.9K
|
2.75K
$444K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
246+ 2.47% |
$18K - $23.2K
|
10.2K
$1.65M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
221+ 0.21% |
$16.2K - $20.9K
|
108K
$17.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
210+ 1.46% |
$15.4K - $19.8K
|
14.6K
$2.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
169+ 0.18% |
$12.4K - $16K
|
94.1K
$15.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
156+ 1.03% |
$11.4K - $14.7K
|
15.3K
$2.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
150+ 2.72% |
$11K - $14.2K
|
5.67K
$917K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
140+ 1.88% |
$10.3K - $13.2K
|
7.6K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
140+ 2.05% |
$10.3K - $13.2K
|
6.97K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
102+ 0.42% |
$7.48K - $9.64K
|
24.2K
$3.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
90+ 1.35% |
$6.6K - $8.51K
|
6.77K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
84+ 0.26% |
$6.16K - $7.94K
|
32.5K
$5.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
70+ 0.96% |
$5.14K - $6.62K
|
7.36K
$1.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
67+ 0.56% |
$4.92K - $6.33K
|
12.1K
$1.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
67+ 2.41% |
$4.92K - $6.33K
|
2.84K
$459K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
48+ 1.27% |
$3.52K - $4.54K
|
3.82K
$617K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
39+ 0.16% |
$2.86K - $3.69K
|
24.4K
$3.94M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
35+ 11.59% |
$2.57K - $3.31K
|
337
$54.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
29+ 0.35% |
$2.13K - $2.74K
|
8.21K
$1.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
25+ 0.79% |
$1.83K - $2.36K
|
3.18K
$514K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 0.78% |
$1.76K - $2.27K
|
3.11K
$502K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
21+ 0.02% |
$1.54K - $1.98K
|
100K
$16.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
20+ 0.15% |
$1.47K - $1.89K
|
13K
$2.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 7.57% |
$1.39K - $1.8K
|
270
$43.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18+ 0.14% |
$1.32K - $1.7K
|
12.9K
$2.09M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
15+ 0.21% |
$1.1K - $1.42K
|
7K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
14+ 9.79% |
$1.03K - $1.32K
|
157
$25.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
13+ 0.21% |
$954 - $1.23K
|
6.19K
$1M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
12+ 0.17% |
$880 - $1.13K
|
7.2K
$1.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Verger Capital Management LLC
|
BUY
|
- |
10+ 0.16% |
$734 - $945
|
6.43K
$1.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.15% |
$734 - $945
|
6.55K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
8+ 0.15% |
$587 - $756
|
5.35K
$864K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
8+ 0.1% |
$587 - $756
|
8.42K
$1.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
5+ 0.13% |
$367 - $473
|
3.72K
$600K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 1.16% |
$367 - $473
|
437
$70.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4+ 0.14% |
$293 - $378
|
2.95K
$476K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.16% |
$293 - $378
|
2.47K
$399K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.07% |
$220 - $284
|
4.39K
$708K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$220 - $284
|
3
$485
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.03% |
$220 - $284
|
11.2K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.01% |
$220 - $284
|
28K
$4.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.17% |
$220 - $284
|
1.79K
$289K
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2+ 0.03% |
$147 - $189
|
6.46K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 0.39% |
$147 - $189
|
520
$84K
|