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 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-924- 10.7% |
$67.8K - $87.3K
|
7.71K
$1.23M
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-930- 3.29% |
$68.2K - $87.9K
|
27.3K
$4.35M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-938- 1.08% |
$68.8K - $88.6K
|
85.6K
$13.6M
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-1.04K- 1.86% |
$76.2K - $98.2K
|
54.7K
$8.72M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-1.13K- 3.7% |
$82.8K - $107K
|
29.3K
$4.68M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.14K- 4.04% |
$83.3K - $107K
|
27K
$4.3M
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.14K- 6.57% |
$83.5K - $108K
|
16.2K
$2.58M
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.15K- 1.17% |
$84.7K - $109K
|
97.1K
$15.5M
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.24K- 6.56% |
$91.2K - $117K
|
17.7K
$2.82M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.28K- 15.63% |
$93.8K - $121K
|
6.91K
$1.1M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.3K- 6.47% |
$95.5K - $123K
|
18.8K
$3M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.32K- 24.81% |
$96.5K - $124K
|
3.99K
$635K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 20.27% |
$106K - $137K
|
5.69K
$906K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.45K- 1.64% |
$106K - $137K
|
87.2K
$13.9M
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.46K- 28.71% |
$107K - $138K
|
3.64K
$579K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$107K - $138K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.47K- 1.35% |
$108K - $139K
|
107K
$17.1M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.49K- 31.21% |
$109K - $140K
|
3.28K
$522K
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.51K- 17.22% |
$111K - $143K
|
7.26K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.51K- 16.16% |
$111K - $143K
|
7.86K
$1.25M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.61K- 11.09% |
$118K - $152K
|
12.9K
$2.06M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.64K- 2.07% |
$120K - $155K
|
77.6K
$12.4M
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.68K- 21.88% |
$123K - $159K
|
6K
$956K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.72K- 52.11% |
$126K - $162K
|
1.58K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.74K- 7.5% |
$128K - $165K
|
21.5K
$3.42M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 11.11% |
$129K - $166K
|
14.1K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.77K- 24.92% |
$130K - $167K
|
5.33K
$849K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.87K- 10.7% |
$137K - $176K
|
15.6K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.94K- 3.7% |
$142K - $183K
|
50.5K
$8.05M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.05K- 12.09% |
$151K - $194K
|
14.9K
$2.38M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.21K- 98.14% |
$162K - $209K
|
42
$6.69K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.25K- 15.27% |
$165K - $212K
|
12.5K
$1.98M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.35K- 17.73% |
$172K - $222K
|
10.9K
$1.73M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.35K- 9.01% |
$172K - $222K
|
23.7K
$3.77M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.39K- 26.5% |
$175K - $226K
|
6.63K
$1.06M
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.62KClosed |
$192K - $248K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.67K- 4.3% |
$196K - $252K
|
59.4K
$9.47M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.82K- 7.14% |
$207K - $267K
|
36.7K
$5.85M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.11K- 22.4% |
$228K - $294K
|
10.8K
$1.71M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.32K- 2.27% |
$244K - $314K
|
143K
$22.8M
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.4K- 11.07% |
$250K - $321K
|
27.3K
$4.35M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.65K- 0.97% |
$268K - $345K
|
373K
$59.5M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.7K- 41.79% |
$272K - $350K
|
5.16K
$821K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.78K- 21.34% |
$277K - $357K
|
13.9K
$2.22M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 1.84% |
$289K - $372K
|
210K
$33.5M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 14.86% |
$290K - $374K
|
22.7K
$3.61M
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.01K- 91.51% |
$294K - $379K
|
372
$59.3K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.46K- 12.4% |
$327K - $421K
|
31.5K
$5.02M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.58K- 29.17% |
$336K - $432K
|
11.1K
$1.77M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.68K- 36.56% |
$343K - $442K
|
8.12K
$1.29M
|