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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.98K+ 25.51% |
$213K - $243K
|
14.6K
$2.36M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.92K+ 82.66% |
$209K - $239K
|
6.46K
$1.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.91KNew |
$208K - $238K
|
2.91K
$470K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
2.9K+ 5.11% |
$208K - $237K
|
59.8K
$9.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$204K - $233K
|
2.85K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.83KNew |
$203K - $231K
|
2.83K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8KNew |
$200K - $229K
|
2.8K
$452K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
2.79K+ 19.78% |
$199K - $228K
|
16.9K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.78K+ 36.04% |
$199K - $227K
|
10.5K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.71K+ 727.69% |
$194K - $221K
|
3.08K
$497K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2.7KNew |
$193K - $221K
|
2.7K
$436K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.6KNew |
$186K - $212K
|
2.6K
$420K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.52KNew |
$180K - $206K
|
2.52K
$406K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.47KNew |
$177K - $202K
|
2.47K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.41K+ 15.07% |
$172K - $197K
|
18.4K
$2.97M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.39K+ 67.93% |
$171K - $196K
|
5.92K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.37KNew |
$169K - $193K
|
2.37K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.36KNew |
$169K - $193K
|
2.36K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.33KNew |
$167K - $191K
|
2.33K
$377K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
2.25KNew |
$161K - $184K
|
2.25K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.24KNew |
$160K - $183K
|
2.24K
$362K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.11K+ 14053.33% |
$151K - $172K
|
2.12K
$343K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 1.57% |
$138K - $158K
|
125K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.93K+ 3.13% |
$138K - $157K
|
63.5K
$10.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.89K+ 7.86% |
$135K - $154K
|
25.9K
$4.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 105.63% |
$129K - $147K
|
3.5K
$566K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.79K+ 26.38% |
$128K - $146K
|
8.56K
$1.38M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.78K+ 11.12% |
$127K - $145K
|
17.8K
$2.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.6K+ 19.51% |
$114K - $131K
|
9.8K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.53KNew |
$109K - $125K
|
1.53K
$247K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$105K - $120K
|
1.46K
$237K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.44K+ 1.6% |
$103K - $117K
|
91.5K
$14.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.43K+ 14.23% |
$102K - $117K
|
11.5K
$1.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.39K+ 42.39% |
$99.4K - $114K
|
4.67K
$754K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.39K+ 23.11% |
$99.2K - $113K
|
7.39K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 5.78% |
$93.7K - $107K
|
24K
$3.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.26K+ 17.48% |
$90K - $103K
|
8.46K
$1.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$87.8K - $100K
|
1.23K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$84.4K - $96.4K
|
1.18K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.13K+ 3.06% |
$80.5K - $91.9K
|
37.8K
$6.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.1K+ 5.88% |
$78.4K - $89.6K
|
19.7K
$3.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.05K+ 11.74% |
$74.8K - $85.5K
|
9.95K
$1.61M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
969+ 17.04% |
$69.3K - $79.2K
|
6.66K
$1.08M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
932+ 8.89% |
$66.7K - $76.2K
|
11.4K
$1.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
880+ 11.08% |
$62.9K - $71.9K
|
8.82K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
779+ 113.72% |
$55.7K - $63.7K
|
1.46K
$237K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
775+ 27.68% |
$55.4K - $63.3K
|
3.58K
$578K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
771+ 12.27% |
$55.1K - $63K
|
7.06K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
721+ 14.94% |
$51.6K - $58.9K
|
5.55K
$896K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
681New |
$48.7K - $55.7K
|
681
$110K
|