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 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-441- 54.04% |
$61.9K - $73.6K
|
375
$60.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-442- 7.32% |
$62.1K - $73.7K
|
5.6K
$905K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-446- 5.47% |
$62.6K - $74.4K
|
7.71K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-462- 7.45% |
$64.9K - $77.1K
|
5.74K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-466- 23.58% |
$65.4K - $77.7K
|
1.51K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-471- 7.23% |
$66.1K - $78.6K
|
6.05K
$977K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-472- 18.07% |
$66.3K - $78.7K
|
2.14K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-485- 0.07% |
$68.1K - $80.9K
|
657K
$106M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-492- 2.58% |
$69.1K - $82.1K
|
18.6K
$3M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-494- 5.03% |
$69.4K - $82.4K
|
9.34K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-513- 2.7% |
$72K - $85.6K
|
18.5K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-518- 0.83% |
$72.7K - $86.4K
|
62.1K
$10M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-519- 3.38% |
$72.9K - $86.6K
|
14.8K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-531- 29.1% |
$74.6K - $88.6K
|
1.29K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-533- 9.64% |
$74.9K - $88.9K
|
4.99K
$808K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-535- 6.58% |
$75.1K - $89.2K
|
7.6K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-552- 7.26% |
$77.5K - $92.1K
|
7.06K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-556- 2.96% |
$78.1K - $92.7K
|
18.2K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-560- 2.24% |
$78.6K - $93.4K
|
24.5K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-563- 2.62% |
$79.1K - $93.9K
|
20.9K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-572- 0.69% |
$80.3K - $95.4K
|
82.9K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-574- 1.87% |
$80.6K - $95.7K
|
30.2K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-583- 11.55% |
$81.9K - $97.2K
|
4.47K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-594- 1.13% |
$83.4K - $99.1K
|
52K
$8.41M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-595- 3.4% |
$83.6K - $99.2K
|
16.9K
$2.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-602- 1.94% |
$84.5K - $100K
|
30.4K
$4.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-605- 11.09% |
$85K - $101K
|
4.85K
$784K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-612- 24.22% |
$85.9K - $102K
|
1.92K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-634- 25.29% |
$89K - $106K
|
1.87K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-656- 10.41% |
$92.1K - $109K
|
5.65K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-662- 1.87% |
$93K - $110K
|
34.7K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-663- 11.91% |
$93.1K - $111K
|
4.91K
$793K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-670- 16.69% |
$94.1K - $112K
|
3.35K
$541K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-680- 1.71% |
$95.5K - $113K
|
39K
$6.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-688- 22.88% |
$96.6K - $115K
|
2.32K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-689- 2.65% |
$96.8K - $115K
|
25.3K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-689- 9.31% |
$96.8K - $115K
|
6.71K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-702- 21.59% |
$98.6K - $117K
|
2.55K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-711- 31.91% |
$99.9K - $119K
|
1.52K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-746- 2.92% |
$105K - $124K
|
24.8K
$4.01M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-757- 5.34% |
$106K - $126K
|
13.4K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-765- 1.93% |
$107K - $128K
|
39K
$6.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-768- 12.46% |
$108K - $128K
|
5.4K
$872K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-774- 18.87% |
$109K - $129K
|
3.33K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-791- 0.7% |
$111K - $132K
|
112K
$18.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-797- 12.19% |
$112K - $133K
|
5.74K
$928K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-824- 7.35% |
$116K - $137K
|
10.4K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-832- 2.49% |
$117K - $139K
|
32.6K
$5.28M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-839- 0.62% |
$118K - $140K
|
134K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-843- 30.44% |
$118K - $141K
|
1.93K
$311K
|