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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
26+ 1.49% |
$3.65K - $4.34K
|
1.77K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
23+ 0.58% |
$3.23K - $3.84K
|
4.01K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
23+ 0.34% |
$3.23K - $3.84K
|
6.71K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
22+ 0.08% |
$3.09K - $3.67K
|
26.9K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
22+ 1.22% |
$3.09K - $3.67K
|
1.83K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
21+ 0.61% |
$2.95K - $3.5K
|
3.48K
$563K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$2.81K - $3.34K
|
20
$3.23K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
20+ 0.46% |
$2.81K - $3.34K
|
4.4K
$711K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 0.44% |
$2.81K - $3.34K
|
4.61K
$745K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 6.08% |
$2.53K - $3K
|
314
$50.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
17+ 0.05% |
$2.39K - $2.84K
|
36.6K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
15+ 0.11% |
$2.11K - $2.5K
|
13.1K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14+ 0.07% |
$1.97K - $2.34K
|
19.3K
$3.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12+ 0.05% |
$1.69K - $2K
|
24.4K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 0.39% |
$1.26K - $1.5K
|
2.33K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7+ 0.4% |
$983 - $1.17K
|
1.74K
$282K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.06% |
$983 - $1.17K
|
11.1K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7+ 0.2% |
$983 - $1.17K
|
3.43K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
7New |
$983 - $1.17K
|
7
$1.13K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6New |
$843 - $1K
|
6
$970
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5+ 0.18% |
$702 - $834
|
2.83K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.06% |
$562 - $667
|
6.61K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
4+ 0.08% |
$562 - $667
|
5.25K
$849K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.05% |
$421 - $500
|
6.27K
$1.01M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.09% |
$281 - $334
|
2.2K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$281 - $334
|
2.87K
$465K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$281 - $334
|
4.8K
$777K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2+ 0.07% |
$281 - $334
|
2.73K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.04% |
$140 - $167
|
2.34K
$378K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.0% |
$140 - $167
|
20.6K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$140 - $167
|
3.63K
$586K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$140 - $167
|
14.9K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$140 - $167
|
2.25K
$364K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$140 - $167
|
937
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$140 - $167
|
2.33K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.04% |
$140 - $167
|
2.25K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.05% |
$140 - $167
|
2.13K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.07% |
$140 - $167
|
1.54K
$248K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.01% |
$140 - $167
|
15.7K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$140 - $167
|
2.94K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1+ 0.04% |
$140 - $167
|
2.85K
$461K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.05% |
$140 - $167
|
1.94K
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1- 0.06% |
$140 - $167
|
1.71K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1- 0.02% |
$140 - $167
|
5.15K
$832K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$281 - $334
|
13.1K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-2- 0.09% |
$281 - $334
|
2.25K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-2- 0.07% |
$281 - $334
|
3.04K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4- 0.2% |
$562 - $667
|
2.04K
$331K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-5- 0.11% |
$702 - $834
|
4.69K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5- 0.25% |
$702 - $834
|
1.98K
$319K
|