Purchases and Sales Made in Q1 2025 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
543K+ 113.29% |
$76.2M - $90.5M
|
1.02M
$165M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
480K+ 65.07% |
$67.4M - $80.1M
|
1.22M
$197M
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
397K+ 4780.84% |
$55.7M - $66.2M
|
405K
$65.5M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
370K+ 795.54% |
$52M - $61.7M
|
417K
$67.4M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
302K+ 13892.32% |
$42.4M - $50.4M
|
304K
$49.2M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
277K+ 597.9% |
$38.8M - $46.1M
|
323K
$52.2M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 4.39% |
$31.5M - $37.4M
|
5.34M
$863M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
192K+ 4.43% |
$27M - $32M
|
4.53M
$732M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
187K+ 4.36% |
$26.3M - $31.2M
|
4.48M
$725M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
145K+ 120.53% |
$20.3M - $24.1M
|
264K
$42.8M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
123K+ 147.49% |
$17.3M - $20.5M
|
206K
$33.4M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
114K+ 251.73% |
$16M - $19M
|
159K
$25.7M
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
104K+ 1049.36% |
$14.6M - $17.4M
|
114K
$18.5M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 1.71% |
$14.1M - $16.7M
|
5.95M
$963M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
88.2KNew |
$12.4M - $14.7M
|
88.2K
$14.3M
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
72.6K+ 2127.51% |
$10.2M - $12.1M
|
76K
$12.3M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.1K+ 8.26% |
$10.1M - $12M
|
945K
$153M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.6K+ 8.19% |
$9.78M - $11.6M
|
920K
$149M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
69.2K+ 116.16% |
$9.72M - $11.5M
|
129K
$20.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.9K+ 431.94% |
$9.39M - $11.2M
|
82.3K
$13.3M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.1K+ 4.29% |
$8.58M - $10.2M
|
1.48M
$240M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.1K+ 9.32% |
$6.9M - $8.19M
|
576K
$93.1M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.2K+ 36.54% |
$6.35M - $7.55M
|
169K
$27.3M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.1K+ 16.17% |
$6.19M - $7.35M
|
317K
$51.2M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.1KNew |
$6.19M - $7.35M
|
44.1K
$7.13M
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
36.8KNew |
$5.16M - $6.13M
|
36.8K
$5.94M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
36.3K+ 46.22% |
$5.09M - $6.05M
|
115K
$18.5M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34.5K+ 3.71% |
$4.85M - $5.76M
|
966K
$156M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.8K+ 12.93% |
$4.6M - $5.46M
|
286K
$46.3M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.8KNew |
$4.47M - $5.3M
|
31.8K
$5.14M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 106.52% |
$4.46M - $5.29M
|
61.5K
$9.95M
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
27.8KNew |
$3.9M - $4.63M
|
27.8K
$4.49M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.4K+ 27.82% |
$3.85M - $4.58M
|
126K
$20.4M
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.4KNew |
$3.71M - $4.41M
|
26.4K
$4.27M
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
25.8KNew |
$3.63M - $4.31M
|
25.8K
$4.18M
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
25.5K+ 3.14% |
$3.59M - $4.26M
|
838K
$136M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
24.1K+ 14.87% |
$3.38M - $4.01M
|
186K
$30.1M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 9.35% |
$3.36M - $3.99M
|
280K
$45.2M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.4K+ 21.0% |
$3.28M - $3.9M
|
135K
$21.8M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
23K+ 28.9% |
$3.23M - $3.84M
|
103K
$16.6M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.1K+ 131.17% |
$2.96M - $3.52M
|
37.2K
$6.01M
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20.6K+ 61.07% |
$2.89M - $3.44M
|
54.3K
$8.79M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
20.3K+ 11.77% |
$2.84M - $3.38M
|
192K
$31.1M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
19.6K+ 7.48% |
$2.75M - $3.27M
|
282K
$45.5M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8K+ 176.13% |
$2.64M - $3.14M
|
29.5K
$4.77M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.7K+ 9.59% |
$2.49M - $2.96M
|
203K
$32.8M
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
17.4KNew |
$2.44M - $2.9M
|
17.4K
$2.81M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
17K+ 19.15% |
$2.39M - $2.84M
|
106K
$17.1M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
16.5KNew |
$2.32M - $2.75M
|
16.5K
$2.67M
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
16.2KNew |
$2.28M - $2.71M
|
16.2K
$2.63M
|