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 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4.72K+ 8.1% |
$338K - $386K
|
63.1K
$9.94M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
4.66K+ 6.01% |
$333K - $381K
|
82.3K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
4.63K+ 30.37% |
$331K - $378K
|
19.9K
$3.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.5K+ 43.93% |
$322K - $368K
|
14.7K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.47KNew |
$319K - $365K
|
4.47K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.38K+ 10.44% |
$313K - $358K
|
46.3K
$7.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 1614.34% |
$306K - $350K
|
4.54K
$716K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
4.2KNew |
$300K - $343K
|
4.2K
$662K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.19KNew |
$300K - $342K
|
4.19K
$660K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.04K+ 3.89% |
$289K - $330K
|
108K
$17M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.03K+ 68.43% |
$288K - $329K
|
9.92K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4K+ 26.53% |
$286K - $327K
|
19.1K
$3.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.99KNew |
$286K - $326K
|
3.99K
$629K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.92KNew |
$280K - $320K
|
3.92K
$618K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
3.9KNew |
$279K - $319K
|
3.9K
$615K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.9K+ 1028.76% |
$279K - $319K
|
4.28K
$674K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.86KNew |
$276K - $316K
|
3.86K
$609K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.82KNew |
$273K - $312K
|
3.82K
$603K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.82K+ 9.98% |
$273K - $312K
|
42.1K
$6.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.78KNew |
$270K - $309K
|
3.78K
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.73K+ 380.71% |
$267K - $305K
|
4.71K
$743K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.72KNew |
$266K - $304K
|
3.72K
$587K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.72K+ 13.33% |
$266K - $304K
|
31.6K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.65KNew |
$261K - $298K
|
3.65K
$576K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.65K+ 18.55% |
$261K - $298K
|
23.3K
$3.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.61KNew |
$258K - $295K
|
3.61K
$570K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.6K+ 54.23% |
$257K - $294K
|
10.2K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.5KNew |
$250K - $286K
|
3.5K
$552K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.49KNew |
$250K - $285K
|
3.49K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.46K+ 7.18% |
$247K - $283K
|
51.6K
$8.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.44K+ 21.22% |
$246K - $281K
|
19.6K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.42KNew |
$244K - $279K
|
3.42K
$539K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.41K+ 31.2% |
$244K - $279K
|
14.4K
$2.26M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.41K+ 2334.93% |
$244K - $279K
|
3.56K
$560K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.4KNew |
$243K - $278K
|
3.4K
$536K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.35KNew |
$240K - $274K
|
3.35K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.3KNew |
$236K - $270K
|
3.3K
$521K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.26KNew |
$233K - $266K
|
3.26K
$513K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
3.24KNew |
$232K - $265K
|
3.24K
$510K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.22K+ 24.39% |
$230K - $263K
|
16.4K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.22K+ 24.39% |
$230K - $263K
|
16.4K
$2.59M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.2KNew |
$229K - $262K
|
3.2K
$504K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.19K+ 75.73% |
$228K - $260K
|
7.39K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.15KNew |
$226K - $258K
|
3.15K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.1KNew |
$221K - $253K
|
3.1K
$488K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.07K+ 68.31% |
$220K - $251K
|
7.57K
$1.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.05K+ 44.23% |
$218K - $250K
|
9.96K
$1.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.05K+ 23.58% |
$218K - $249K
|
16K
$2.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.03K+ 17.01% |
$217K - $248K
|
20.9K
$3.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.98K+ 25.51% |
$213K - $243K
|
14.6K
$2.31M
|