Purchases and Sales Made in Q4 2022 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-469- 8.5% |
$33.5K - $38.3K
|
5.05K
$804K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-474- 14.87% |
$33.9K - $38.7K
|
2.71K
$432K
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-475- 50.0% |
$34K - $38.8K
|
475
$75.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-476- 1.88% |
$34K - $38.9K
|
24.8K
$3.95M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-480- 3.79% |
$34.3K - $39.2K
|
12.2K
$1.94M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-497- 4.45% |
$35.5K - $40.6K
|
10.7K
$1.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-514- 1.84% |
$36.8K - $42K
|
27.5K
$4.38M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-516- 4.28% |
$36.9K - $42.2K
|
11.6K
$1.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-525- 11.16% |
$37.5K - $42.9K
|
4.18K
$666K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-532- 11.46% |
$38K - $43.5K
|
4.11K
$655K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-562- 1.18% |
$40.2K - $45.9K
|
47K
$7.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-582- 2.22% |
$41.6K - $47.6K
|
25.7K
$4.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-593- 3.96% |
$42.4K - $48.5K
|
14.4K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-594- 4.08% |
$42.5K - $48.5K
|
14K
$2.23M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-595- 2.18% |
$42.6K - $48.6K
|
26.7K
$4.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-641- 2.34% |
$45.8K - $52.4K
|
26.7K
$4.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-658- 4.31% |
$47.1K - $53.8K
|
14.6K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-701- 11.11% |
$50.1K - $57.3K
|
5.61K
$893K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-703- 10.04% |
$50.3K - $57.4K
|
6.3K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-711- 6.8% |
$50.9K - $58.1K
|
9.75K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-800- 8.03% |
$57.2K - $65.4K
|
9.17K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-800- 9.76% |
$57.2K - $65.4K
|
7.39K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-822- 25.69% |
$58.8K - $67.2K
|
2.38K
$379K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-832- 14.74% |
$59.5K - $68K
|
4.81K
$767K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-844- 2.13% |
$60.4K - $69K
|
38.7K
$6.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-845- 4.62% |
$60.4K - $69.1K
|
17.4K
$2.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-850- 2.08% |
$60.8K - $69.5K
|
40K
$6.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-876- 3.1% |
$62.7K - $71.6K
|
27.4K
$4.36M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-911- 8.94% |
$65.2K - $74.4K
|
9.28K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-913- 1.81% |
$65.3K - $74.6K
|
49.6K
$7.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-937- 0.45% |
$67K - $76.6K
|
210K
$33.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-953- 0.93% |
$68.2K - $77.9K
|
102K
$16.2M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1K- 24.07% |
$71.5K - $81.7K
|
3.15K
$503K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1K- 58.82% |
$71.5K - $81.7K
|
700
$112K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1K- 47.81% |
$71.7K - $81.9K
|
1.09K
$174K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.02K- 4.2% |
$72.6K - $82.9K
|
23.1K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.09K- 12.75% |
$78K - $89.1K
|
7.46K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.17K- 14.43% |
$83.3K - $95.2K
|
6.91K
$1.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.18K- 3.23% |
$84.7K - $96.8K
|
35.5K
$5.66M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.27K- 18.02% |
$91K - $104K
|
5.79K
$923K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.32K- 16.75% |
$94.1K - $108K
|
6.54K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.32K- 24.65% |
$94.3K - $108K
|
4.03K
$642K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.38K- 14.59% |
$98.9K - $113K
|
8.09K
$1.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.44K- 1.73% |
$103K - $118K
|
81.9K
$13M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.45K- 7.55% |
$104K - $118K
|
17.8K
$2.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.58K- 19.53% |
$113K - $129K
|
6.49K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.59K- 21.92% |
$114K - $130K
|
5.67K
$904K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.63K- 7.78% |
$116K - $133K
|
19.3K
$3.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.78K- 19.29% |
$127K - $145K
|
7.45K
$1.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.89K- 1.95% |
$135K - $155K
|
95.2K
$15.2M
|