Purchases and Sales Made in Q4 2021 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$1.29M - $1.51M
|
12.9K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.9K+ 4.09% |
$1.29M - $1.51M
|
329K
$52.5M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
11.9K+ 76.94% |
$1.2M - $1.4M
|
27.5K
$4.39M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 76.94% |
$1.2M - $1.4M
|
27.5K
$4.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11.3KNew |
$1.14M - $1.33M
|
11.3K
$1.81M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
11.3K+ 31.97% |
$1.13M - $1.32M
|
46.6K
$7.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11KNew |
$1.1M - $1.29M
|
11K
$1.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$1.08M - $1.27M
|
10.8K
$1.73M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.8K+ 30.98% |
$1.08M - $1.26M
|
45.7K
$7.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
10.6KNew |
$1.06M - $1.24M
|
10.6K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6K+ 6.35% |
$1.06M - $1.24M
|
177K
$28.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$1.05M - $1.23M
|
10.5K
$1.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
10.3KNew |
$1.03M - $1.2M
|
10.3K
$1.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
10K+ 56.09% |
$1M - $1.17M
|
27.8K
$4.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.86KNew |
$987K - $1.15M
|
9.86K
$1.57M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
9.83KNew |
$984K - $1.15M
|
9.83K
$1.57M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
9.52K+ 76.99% |
$953K - $1.11M
|
21.9K
$3.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.1K+ 174.05% |
$911K - $1.07M
|
14.3K
$2.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
8.98K+ 45.12% |
$899K - $1.05M
|
28.9K
$4.61M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
8.71K+ 169.86% |
$872K - $1.02M
|
13.8K
$2.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.5KNew |
$851K - $995K
|
8.5K
$1.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.45KNew |
$846K - $989K
|
8.45K
$1.35M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8.21KNew |
$821K - $961K
|
8.21K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
7.7K+ 8.52% |
$771K - $902K
|
98.1K
$15.7M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
7.69K+ 13.29% |
$770K - $901K
|
65.6K
$10.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.21K+ 7.12% |
$722K - $845K
|
108K
$17.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.68KNew |
$669K - $782K
|
6.68K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.6K+ 121.67% |
$661K - $773K
|
12K
$1.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
6.6K+ 2548.26% |
$661K - $773K
|
6.86K
$1.1M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
6.53KNew |
$654K - $764K
|
6.53K
$1.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.1KNew |
$611K - $714K
|
6.1K
$974K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
6.1KNew |
$611K - $714K
|
6.1K
$974K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.09KNew |
$610K - $713K
|
6.09K
$973K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.02K+ 96.6% |
$603K - $705K
|
12.3K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.78KNew |
$579K - $677K
|
5.78K
$923K
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
5.77KNew |
$578K - $676K
|
5.77K
$922K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.49K+ 1.76% |
$550K - $643K
|
317K
$50.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.41KNew |
$542K - $634K
|
5.41K
$864K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
5.34K+ 58.37% |
$535K - $626K
|
14.5K
$2.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5KNew |
$501K - $585K
|
5K
$798K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.97KNew |
$497K - $582K
|
4.97K
$793K
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.92KNew |
$493K - $576K
|
4.92K
$786K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.9KNew |
$490K - $573K
|
4.9K
$782K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.85KNew |
$486K - $568K
|
4.85K
$775K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.79K+ 90.58% |
$480K - $561K
|
10.1K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.65K+ 84.68% |
$466K - $545K
|
10.2K
$1.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.58KNew |
$459K - $536K
|
4.58K
$731K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.48K+ 25.23% |
$449K - $525K
|
22.3K
$3.55M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.42KNew |
$442K - $518K
|
4.42K
$706K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.35K+ 1.57% |
$436K - $510K
|
281K
$44.9M
|