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 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-64- 3.17% |
$8.99K - $10.7K
|
1.95K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-64- 1.56% |
$8.99K - $10.7K
|
4.04K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-70- 4.48% |
$9.83K - $11.7K
|
1.49K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-73- 0.69% |
$10.3K - $12.2K
|
10.5K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-74- 0.35% |
$10.4K - $12.3K
|
21.1K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-75- 0.4% |
$10.5K - $12.5K
|
18.7K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-75- 1.26% |
$10.5K - $12.5K
|
5.87K
$950K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-75- 4.08% |
$10.5K - $12.5K
|
1.77K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-76- 0.9% |
$10.7K - $12.7K
|
8.36K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-77- 3.23% |
$10.8K - $12.8K
|
2.31K
$373K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-77- 1.8% |
$10.8K - $12.8K
|
4.19K
$678K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-81- 4.21% |
$11.4K - $13.5K
|
1.84K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-84- 2.55% |
$11.8K - $14K
|
3.21K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-91- 1.91% |
$12.8K - $15.2K
|
4.68K
$756K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-91- 0.78% |
$12.8K - $15.2K
|
11.7K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-92- 0.74% |
$12.9K - $15.3K
|
12.4K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-95- 10.01% |
$13.3K - $15.8K
|
854
$138K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-97- 5.16% |
$13.6K - $16.2K
|
1.78K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-98- 5.07% |
$13.8K - $16.3K
|
1.84K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-98- 1.65% |
$13.8K - $16.3K
|
5.85K
$946K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-99- 3.32% |
$13.9K - $16.5K
|
2.88K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-100- 2.17% |
$14K - $16.7K
|
4.5K
$728K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-101- 5.0% |
$14.2K - $16.8K
|
1.92K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-104- 2.17% |
$14.6K - $17.3K
|
4.68K
$757K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-104- 6.44% |
$14.6K - $17.3K
|
1.51K
$244K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-105- 0.55% |
$14.7K - $17.5K
|
18.9K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-105- 5.66% |
$14.7K - $17.5K
|
1.75K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-108- 54.27% |
$15.2K - $18K
|
91
$14.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-111- 0.84% |
$15.6K - $18.5K
|
13.2K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-119- 4.93% |
$16.7K - $19.8K
|
2.3K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-120- 4.21% |
$16.9K - $20K
|
2.73K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-123- 5.75% |
$17.3K - $20.5K
|
2.02K
$326K
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-125- 4.17% |
$17.6K - $20.8K
|
2.88K
$465K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-125- 1.34% |
$17.6K - $20.8K
|
9.23K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-126- 5.13% |
$17.7K - $21K
|
2.33K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-128- 4.7% |
$18K - $21.3K
|
2.6K
$420K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-130- 1.41% |
$18.3K - $21.7K
|
9.09K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-131- 2.66% |
$18.4K - $21.8K
|
4.79K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-134- 1.33% |
$18.8K - $22.3K
|
9.96K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-136- 0.93% |
$19.1K - $22.7K
|
14.5K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-142- 7.2% |
$19.9K - $23.7K
|
1.83K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-145- 3.13% |
$20.4K - $24.2K
|
4.5K
$727K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-150- 2.42% |
$21.1K - $25K
|
6.05K
$978K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-152- 1.26% |
$21.3K - $25.4K
|
11.9K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-153- 5.06% |
$21.5K - $25.5K
|
2.87K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-155- 6.27% |
$21.8K - $25.9K
|
2.32K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-156- 2.36% |
$21.9K - $26K
|
6.46K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-157- 5.01% |
$22K - $26.2K
|
2.98K
$481K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-160- 0.15% |
$22.5K - $26.7K
|
103K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-160- 6.0% |
$22.5K - $26.7K
|
2.51K
$405K
|