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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
563+ 18.11% |
$40.3K - $46K
|
3.67K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
555+ 1.7% |
$39.7K - $45.4K
|
33.3K
$5.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
523+ 12.15% |
$37.4K - $42.7K
|
4.83K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
522+ 0.15% |
$37.3K - $42.7K
|
355K
$57.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
513+ 4.17% |
$36.7K - $41.9K
|
12.8K
$2.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
495New |
$35.4K - $40.5K
|
495
$80K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
482New |
$34.5K - $39.4K
|
482
$77.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
461New |
$33K - $37.7K
|
461
$74.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
456+ 18.12% |
$32.6K - $37.3K
|
2.97K
$480K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
450+ 2.29% |
$32.2K - $36.8K
|
20.1K
$3.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
450New |
$32.2K - $36.8K
|
450
$72.7K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
448+ 0.5% |
$32K - $36.6K
|
90.6K
$14.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
409+ 3.16% |
$29.3K - $33.4K
|
13.3K
$2.15M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
396New |
$28.3K - $32.4K
|
396
$64K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
380+ 2.9% |
$27.2K - $31.1K
|
13.5K
$2.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
380+ 3.6% |
$27.2K - $31.1K
|
10.9K
$1.77M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
359+ 11.28% |
$25.7K - $29.3K
|
3.54K
$572K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
358+ 6.13% |
$25.6K - $29.3K
|
6.2K
$1M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
350+ 2333.33% |
$25K - $28.6K
|
365
$59K
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
350+ 3.83% |
$25K - $28.6K
|
9.48K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
348+ 4.87% |
$24.9K - $28.4K
|
7.49K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
342+ 62.41% |
$24.5K - $27.9K
|
890
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
306New |
$21.9K - $25K
|
306
$49.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
270New |
$19.3K - $22.1K
|
270
$43.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
268+ 8.97% |
$19.2K - $21.9K
|
3.26K
$526K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
251+ 4.14% |
$18K - $20.5K
|
6.31K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
240+ 1.46% |
$17.2K - $19.6K
|
16.7K
$2.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
217+ 1.61% |
$15.5K - $17.7K
|
13.7K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
203+ 0.56% |
$14.5K - $16.6K
|
36.6K
$5.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
BUY
|
- |
195+ 0.23% |
$13.9K - $15.9K
|
84.2K
$13.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
193+ 9.07% |
$13.8K - $15.8K
|
2.32K
$375K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
191+ 1.89% |
$13.7K - $15.6K
|
10.3K
$1.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
183+ 1.77% |
$13.1K - $15K
|
10.5K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
179+ 6.47% |
$12.8K - $14.6K
|
2.95K
$476K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
162New |
$11.6K - $13.2K
|
162
$26.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
153New |
$10.9K - $12.5K
|
153
$24.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
151New |
$10.8K - $12.3K
|
151
$24.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
150+ 0.79% |
$10.7K - $12.3K
|
19.1K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
146+ 0.25% |
$10.4K - $11.9K
|
59.6K
$9.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
145+ 3.13% |
$10.4K - $11.8K
|
4.78K
$772K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
128+ 3.52% |
$9.15K - $10.5K
|
3.76K
$608K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
115+ 29.95% |
$8.22K - $9.4K
|
499
$80.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
108New |
$7.72K - $8.83K
|
108
$17.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
105New |
$7.51K - $8.58K
|
105
$17K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
100New |
$7.15K - $8.17K
|
100
$16.2K
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
87+ 0.34% |
$6.22K - $7.11K
|
25.6K
$4.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
84New |
$6.01K - $6.86K
|
84
$13.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
79+ 1.44% |
$5.65K - $6.46K
|
5.56K
$898K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
72+ 1.19% |
$5.15K - $5.88K
|
6.1K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
71New |
$5.08K - $5.8K
|
71
$11.5K
|