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 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-166- 8.83% |
$23.3K - $27.7K
|
1.71K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-167- 8.02% |
$23.5K - $27.9K
|
1.91K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-173- 8.31% |
$24.3K - $28.9K
|
1.91K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-175- 5.02% |
$24.6K - $29.2K
|
3.31K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-182- 45.96% |
$25.6K - $30.4K
|
214
$34.6K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-188- 4.42% |
$26.4K - $31.4K
|
4.06K
$657K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-189- 8.28% |
$26.5K - $31.5K
|
2.09K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-192- 3.04% |
$27K - $32K
|
6.13K
$991K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-193- 0.68% |
$27.1K - $32.2K
|
28.2K
$4.55M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-195- 4.94% |
$27.4K - $32.5K
|
3.75K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-195- 1.69% |
$27.4K - $32.5K
|
11.3K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-197- 1.58% |
$27.7K - $32.9K
|
12.3K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-206- 11.39% |
$28.9K - $34.4K
|
1.6K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-217- 1.93% |
$30.5K - $36.2K
|
11K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-222- 8.52% |
$31.2K - $37K
|
2.38K
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-235- 1.82% |
$33K - $39.2K
|
12.7K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-236- 1.71% |
$33.1K - $39.4K
|
13.5K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-238- 9.23% |
$33.4K - $39.7K
|
2.34K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-245- 0.44% |
$34.4K - $40.9K
|
55.1K
$8.9M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-249- 8.77% |
$35K - $41.5K
|
2.59K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-249- 4.26% |
$35K - $41.5K
|
5.6K
$906K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-250- 9.42% |
$35.1K - $41.7K
|
2.4K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-250- 4.0% |
$35.1K - $41.7K
|
5.99K
$969K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-250- 2.04% |
$35.1K - $41.7K
|
12K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-251Closed |
$35.3K - $41.9K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-261- 18.93% |
$36.7K - $43.5K
|
1.12K
$181K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-262- 1.99% |
$36.8K - $43.7K
|
12.9K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-279- 9.2% |
$39.2K - $46.5K
|
2.75K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-285- 2.31% |
$40K - $47.5K
|
12.1K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-288- 1.95% |
$40.4K - $48K
|
14.5K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-289- 0.87% |
$40.6K - $48.2K
|
33K
$5.33M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-293- 7.73% |
$41.1K - $48.9K
|
3.5K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-295- 12.43% |
$41.4K - $49.2K
|
2.08K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-296- 3.73% |
$41.6K - $49.4K
|
7.64K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-300- 1.66% |
$42.1K - $50K
|
17.7K
$2.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-306- 7.08% |
$43K - $51K
|
4.01K
$649K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-311- 3.59% |
$43.7K - $51.9K
|
8.34K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-313- 10.04% |
$44K - $52.2K
|
2.81K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-315- 7.88% |
$44.2K - $52.5K
|
3.69K
$596K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-323- 4.11% |
$45.4K - $53.9K
|
7.53K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-335- 1.99% |
$47K - $55.9K
|
16.5K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-357- 0.87% |
$50.1K - $59.5K
|
40.7K
$6.58M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-357- 2.38% |
$50.1K - $59.5K
|
14.7K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-359- 8.09% |
$50.4K - $59.9K
|
4.08K
$660K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-390- 8.34% |
$54.8K - $65K
|
4.28K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-402- 1.6% |
$56.5K - $67K
|
24.6K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-419- 2.65% |
$58.8K - $69.9K
|
15.4K
$2.49M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-421- 4.12% |
$59.1K - $70.2K
|
9.79K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-436- 3.3% |
$61.2K - $72.7K
|
12.8K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-440- 1.48% |
$61.8K - $73.4K
|
29.2K
$4.72M
|