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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-184- 4.38% |
$13.5K - $17.4K
|
4.02K
$634K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-198- 0.64% |
$14.5K - $18.7K
|
30.7K
$4.84M
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 1.49% |
$14.7K - $18.9K
|
13.2K
$2.09M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-216- 3.56% |
$15.8K - $20.4K
|
5.84K
$921K
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-228- 1.17% |
$16.7K - $21.5K
|
19.2K
$3.03M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-240- 1.14% |
$17.6K - $22.7K
|
20.9K
$3.29M
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-250- 71.43% |
$18.3K - $23.6K
|
100
$15.8K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-283- 24.76% |
$20.8K - $26.7K
|
860
$136K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-298- 1.11% |
$21.9K - $28.2K
|
26.5K
$4.18M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-300- 16.89% |
$22K - $28.4K
|
1.48K
$233K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-301- 1.51% |
$22.1K - $28.4K
|
19.7K
$3.1M
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-324- 1.74% |
$23.8K - $30.6K
|
18.3K
$2.88M
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-325- 0.9% |
$23.8K - $30.7K
|
35.7K
$5.63M
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-326- 4.41% |
$23.9K - $30.8K
|
7.07K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-332- 1.18% |
$24.4K - $31.4K
|
27.9K
$4.4M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-350- 4.46% |
$25.7K - $33.1K
|
7.5K
$1.18M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-354- 1.55% |
$26K - $33.5K
|
22.4K
$3.54M
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-355- 3.74% |
$26K - $33.5K
|
9.13K
$1.44M
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-355- 0.17% |
$26K - $33.5K
|
211K
$33.2M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-360- 0.9% |
$26.4K - $34K
|
39.8K
$6.28M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-445- 9.88% |
$32.6K - $42.1K
|
4.06K
$640K
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-450- 3.54% |
$33K - $42.5K
|
12.3K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-456- 0.74% |
$33.5K - $43.1K
|
61.6K
$9.71M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-480- 4.39% |
$35.2K - $45.4K
|
10.5K
$1.65M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-540- 2.46% |
$39.6K - $51K
|
21.4K
$3.38M
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-540- 7.78% |
$39.6K - $51K
|
6.4K
$1.01M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-545- 13.35% |
$40K - $51.5K
|
3.54K
$557K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-561- 8.27% |
$41.2K - $53K
|
6.23K
$981K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-569- 0.98% |
$41.7K - $53.8K
|
57.3K
$9.04M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-579- 7.71% |
$42.5K - $54.7K
|
6.93K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-580- 4.22% |
$42.6K - $54.8K
|
13.2K
$2.08M
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-580- 4.38% |
$42.6K - $54.8K
|
12.7K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-585- 6.46% |
$42.9K - $55.3K
|
8.48K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-589- 5.9% |
$43.2K - $55.7K
|
9.39K
$1.48M
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-590Closed |
$43.3K - $55.8K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-596- 3.8% |
$43.7K - $56.3K
|
15.1K
$2.38M
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-600- 35.15% |
$44K - $56.7K
|
1.11K
$175K
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-601- 6.17% |
$44.1K - $56.8K
|
9.15K
$1.44M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-602- 9.4% |
$44.2K - $56.9K
|
5.8K
$915K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-650- 17.81% |
$47.7K - $61.4K
|
3K
$473K
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-680- 6.7% |
$49.9K - $64.3K
|
9.48K
$1.49M
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-683- 10.8% |
$50.1K - $64.5K
|
5.64K
$890K
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-702- 9.53% |
$51.5K - $66.3K
|
6.66K
$1.05M
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-754- 1.56% |
$55.3K - $71.3K
|
47.6K
$7.5M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-762- 10.99% |
$55.9K - $72K
|
6.17K
$973K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-790- 11.1% |
$58K - $74.7K
|
6.32K
$997K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-810- 10.26% |
$59.4K - $76.5K
|
7.09K
$1.12M
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-872- 29.81% |
$64K - $82.4K
|
2.05K
$324K
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-880- 9.98% |
$64.6K - $83.2K
|
7.94K
$1.25M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-914- 9.24% |
$67.1K - $86.4K
|
8.98K
$1.42M
|