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 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-6- 14.29% |
$843 - $1K
|
36
$5.82K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-7- 1.15% |
$983 - $1.17K
|
600
$97K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7- 0.29% |
$983 - $1.17K
|
2.42K
$392K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-7- 0.1% |
$983 - $1.17K
|
6.89K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9- 0.03% |
$1.26K - $1.5K
|
28.1K
$4.55M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-10- 17.86% |
$1.4K - $1.67K
|
46
$7.44K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 10.99% |
$1.4K - $1.67K
|
81
$13.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-14- 3.61% |
$1.97K - $2.34K
|
374
$60.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16- 0.29% |
$2.25K - $2.67K
|
5.52K
$892K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-17- 0.02% |
$2.39K - $2.84K
|
95.4K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-18- 1.1% |
$2.53K - $3K
|
1.63K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-19- 0.55% |
$2.67K - $3.17K
|
3.44K
$556K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19- 1.83% |
$2.67K - $3.17K
|
1.02K
$165K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-19- 0.28% |
$2.67K - $3.17K
|
6.69K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-22- 0.59% |
$3.09K - $3.67K
|
3.73K
$602K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-23- 0.95% |
$3.23K - $3.84K
|
2.4K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-25- 0.52% |
$3.51K - $4.17K
|
4.82K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-26- 1.28% |
$3.65K - $4.34K
|
2K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-26- 1.6% |
$3.65K - $4.34K
|
1.6K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-27- 1.36% |
$3.79K - $4.5K
|
1.96K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-28- 1.43% |
$3.93K - $4.67K
|
1.93K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-28- 1.26% |
$3.93K - $4.67K
|
2.2K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-29- 0.86% |
$4.07K - $4.84K
|
3.36K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-30- 0.31% |
$4.21K - $5K
|
9.54K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-32- 1.27% |
$4.49K - $5.34K
|
2.49K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-32- 0.33% |
$4.49K - $5.34K
|
9.64K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-33- 0.55% |
$4.63K - $5.5K
|
6.01K
$972K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 25.78% |
$4.63K - $5.5K
|
95
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-34- 0.03% |
$4.77K - $5.67K
|
120K
$19.4M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-34- 0.95% |
$4.77K - $5.67K
|
3.55K
$574K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-38- 0.92% |
$5.34K - $6.34K
|
4.08K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-42- 0.09% |
$5.9K - $7.01K
|
47.7K
$7.71M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-43- 0.74% |
$6.04K - $7.17K
|
5.74K
$927K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-45- 1.73% |
$6.32K - $7.51K
|
2.56K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-46- 2.34% |
$6.46K - $7.67K
|
1.92K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-46- 0.26% |
$6.46K - $7.67K
|
17.5K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-46- 1.48% |
$6.46K - $7.67K
|
3.07K
$497K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-48- 2.32% |
$6.74K - $8.01K
|
2.02K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-48- 3.67% |
$6.74K - $8.01K
|
1.26K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 0.99% |
$7.02K - $8.34K
|
5.02K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 0.98% |
$7.16K - $8.51K
|
5.13K
$830K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-51- 58.62% |
$7.16K - $8.51K
|
36
$5.82K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-53- 1.23% |
$7.44K - $8.84K
|
4.27K
$690K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-53- 0.9% |
$7.44K - $8.84K
|
5.85K
$947K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-54- 1.35% |
$7.58K - $9.01K
|
3.95K
$639K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-54- 1.61% |
$7.58K - $9.01K
|
3.31K
$535K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-56- 1.54% |
$7.86K - $9.34K
|
3.59K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-56- 1.68% |
$7.86K - $9.34K
|
3.27K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-59- 0.81% |
$8.29K - $9.84K
|
7.19K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-60- 0.84% |
$8.43K - $10K
|
7.09K
$1.15M
|