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 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
23.7KNew |
$1.7M - $1.94M
|
23.7K
$3.78M
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
22.2KNew |
$1.59M - $1.82M
|
22.2K
$3.54M
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 712.67% |
$1.54M - $1.76M
|
24.5K
$3.91M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.5KNew |
$1.54M - $1.76M
|
21.5K
$3.42M
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
20.3KNew |
$1.45M - $1.66M
|
20.3K
$3.23M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.1KNew |
$1.44M - $1.64M
|
20.1K
$3.21M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.9K+ 41.22% |
$1.42M - $1.63M
|
68.2K
$10.9M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.6K+ 2.1% |
$1.4M - $1.6M
|
956K
$152M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.6K+ 140.58% |
$1.4M - $1.6M
|
33.5K
$5.34M
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
19.4KNew |
$1.39M - $1.58M
|
19.4K
$3.09M
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19.4KNew |
$1.38M - $1.58M
|
19.4K
$3.09M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.1K+ 127.74% |
$1.36M - $1.56M
|
34K
$5.42M
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
18.9KNew |
$1.35M - $1.54M
|
18.9K
$3.01M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.9K+ 68.47% |
$1.35M - $1.54M
|
46.4K
$7.4M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.8K+ 665.68% |
$1.35M - $1.54M
|
21.6K
$3.45M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 569.88% |
$1.34M - $1.53M
|
22K
$3.5M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17.8K+ 767.04% |
$1.27M - $1.45M
|
20.1K
$3.2M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$1.24M - $1.41M
|
17.3K
$2.76M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
16.6K+ 18.99% |
$1.18M - $1.35M
|
104K
$16.5M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
16.1K+ 650.51% |
$1.15M - $1.31M
|
18.5K
$2.95M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
16K+ 226.03% |
$1.15M - $1.31M
|
23.1K
$3.68M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.9K+ 224.25% |
$1.14M - $1.3M
|
23K
$3.66M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.5K+ 29.95% |
$1.11M - $1.27M
|
67.4K
$10.7M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.4KNew |
$1.1M - $1.26M
|
15.4K
$2.45M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
14.5KNew |
$1.04M - $1.19M
|
14.5K
$2.31M
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
14.3KNew |
$1.02M - $1.17M
|
14.3K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.2KNew |
$1.01M - $1.16M
|
14.2K
$2.26M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.1K+ 585.44% |
$1.01M - $1.15M
|
16.5K
$2.63M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
14.1K+ 405.1% |
$1.01M - $1.15M
|
17.5K
$2.79M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
14K+ 52.25% |
$1M - $1.14M
|
40.8K
$6.5M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.5K+ 308.21% |
$967K - $1.1M
|
17.9K
$2.85M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.5K+ 41.5% |
$966K - $1.1M
|
46.1K
$7.34M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
13.2K+ 37.97% |
$945K - $1.08M
|
48K
$7.65M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.1KNew |
$934K - $1.07M
|
13.1K
$2.08M
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13K+ 137.08% |
$933K - $1.07M
|
22.6K
$3.6M
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
13KNew |
$932K - $1.06M
|
13K
$2.08M
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.9KNew |
$926K - $1.06M
|
12.9K
$2.06M
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
12.8KNew |
$916K - $1.05M
|
12.8K
$2.04M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.7K+ 203.58% |
$906K - $1.04M
|
18.9K
$3.01M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$874K - $999K
|
12.2K
$1.95M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.7KNew |
$837K - $957K
|
11.7K
$1.87M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.6K+ 119.39% |
$832K - $950K
|
21.4K
$3.4M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.6KNew |
$831K - $949K
|
11.6K
$1.85M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.4K+ 71.01% |
$815K - $932K
|
27.5K
$4.37M
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
11.4KNew |
$813K - $929K
|
11.4K
$1.81M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
11.4KNew |
$813K - $929K
|
11.4K
$1.81M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.7KNew |
$766K - $876K
|
10.7K
$1.71M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.7K+ 908.14% |
$766K - $876K
|
11.9K
$1.9M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5K+ 38.83% |
$749K - $856K
|
37.5K
$5.97M
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
9.91K+ 17.76% |
$709K - $810K
|
65.7K
$10.5M
|