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 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
58+ 0.79% |
$4.15K - $4.74K
|
7.39K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
57New |
$4.08K - $4.66K
|
57
$8.99K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
55New |
$3.93K - $4.49K
|
55
$8.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
45New |
$3.22K - $3.68K
|
45
$7.09K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
45+ 0.94% |
$3.22K - $3.68K
|
4.86K
$766K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43+ 4.65% |
$3.08K - $3.51K
|
967
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
38+ 4.11% |
$2.72K - $3.11K
|
962
$152K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 0.78% |
$2.15K - $2.45K
|
3.88K
$612K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
28New |
$2K - $2.29K
|
28
$4.41K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
28+ 5.45% |
$2K - $2.29K
|
542
$85.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
25+ 0.19% |
$1.79K - $2.04K
|
13K
$2.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$1.29K - $1.47K
|
18
$2.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
18+ 0.03% |
$1.29K - $1.47K
|
53.2K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
17New |
$1.22K - $1.39K
|
17
$2.68K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
16New |
$1.14K - $1.31K
|
16
$2.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16New |
$1.14K - $1.31K
|
16
$2.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.2% |
$930 - $1.06K
|
6.57K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12+ 0.12% |
$858 - $981
|
9.67K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
12+ 0.19% |
$858 - $981
|
6.44K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12+ 0.25% |
$858 - $981
|
4.91K
$774K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.35% |
$715 - $817
|
2.88K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.22% |
$715 - $817
|
4.58K
$722K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.22% |
$572 - $654
|
3.7K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
8+ 0.28% |
$572 - $654
|
2.85K
$449K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.11% |
$501 - $572
|
6.17K
$973K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
7New |
$501 - $572
|
7
$1.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.15% |
$429 - $490
|
4.1K
$647K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.2% |
$429 - $490
|
3.04K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.4% |
$286 - $327
|
1.01K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$286 - $327
|
1.62K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.04% |
$286 - $327
|
11.2K
$1.77M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3New |
$215 - $245
|
3
$473
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$215 - $245
|
3
$473
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.02% |
$143 - $163
|
11.6K
$1.83M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1+ 0.0% |
$71.5 - $81.7
|
27.9K
$4.4M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.0% |
$71.5 - $81.7
|
27.9K
$4.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.0% |
$71.5 - $81.7
|
24.2K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.08% |
$71.5 - $81.7
|
1.31K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1+ 0.01% |
$71.5 - $81.7
|
19.3K
$3.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.3% |
$71.5 - $81.7
|
338
$53.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1+ 0.03% |
$71.5 - $81.7
|
3.8K
$599K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.18% |
$71.5 - $81.7
|
566
$89.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5- 0.02% |
$358 - $409
|
20K
$3.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-5- 0.28% |
$358 - $409
|
1.77K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 6.57% |
$644 - $735
|
128
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-11- 0.04% |
$787 - $899
|
25.5K
$4.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-19- 0.12% |
$1.36K - $1.55K
|
16K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-23- 0.58% |
$1.64K - $1.88K
|
3.96K
$625K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-25- 0.73% |
$1.79K - $2.04K
|
3.38K
$533K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 9.63% |
$1.86K - $2.12K
|
244
$38.5K
|