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 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-863- 4.8% |
$121K - $144K
|
17.1K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-882- 17.43% |
$124K - $147K
|
4.18K
$676K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-917- 8.86% |
$129K - $153K
|
9.43K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-945- 6.59% |
$133K - $158K
|
13.4K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-947- 20.17% |
$133K - $158K
|
3.75K
$606K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-952- 6.37% |
$134K - $159K
|
14K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-972- 5.33% |
$137K - $162K
|
17.3K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-975- 5.5% |
$137K - $163K
|
16.7K
$2.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-997- 23.74% |
$140K - $166K
|
3.2K
$518K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.02K- 3.3% |
$144K - $170K
|
29.9K
$4.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.03K- 23.43% |
$145K - $172K
|
3.37K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.04K- 15.18% |
$146K - $173K
|
5.81K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.04K- 6.69% |
$146K - $173K
|
14.5K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.06K- 15.01% |
$148K - $176K
|
5.98K
$967K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-1.07K- 15.49% |
$151K - $179K
|
5.85K
$946K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.08K- 6.5% |
$151K - $179K
|
15.5K
$2.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.13K- 8.64% |
$159K - $189K
|
12K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 0.84% |
$160K - $190K
|
134K
$21.7M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.16K- 12.09% |
$162K - $193K
|
8.4K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.16K- 11.95% |
$163K - $194K
|
8.55K
$1.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.19K- 76.04% |
$167K - $198K
|
375
$60.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.2K- 60.49% |
$168K - $200K
|
783
$127K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.2K- 5.03% |
$169K - $200K
|
22.7K
$3.67M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.24K- 2.61% |
$174K - $207K
|
46.3K
$7.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.26K- 14.87% |
$177K - $210K
|
7.22K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.31K- 4.74% |
$184K - $218K
|
26.3K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 1.85% |
$185K - $219K
|
69.9K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-1.33K- 31.32% |
$186K - $221K
|
2.91K
$470K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.39K- 4.75% |
$195K - $232K
|
27.9K
$4.51M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.4K- 49.0% |
$197K - $234K
|
1.46K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-1.41K- 19.98% |
$198K - $235K
|
5.64K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.42K- 9.48% |
$199K - $236K
|
13.5K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.43K- 1.5% |
$200K - $238K
|
94K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.43K- 21.14% |
$201K - $239K
|
5.33K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.43K- 10.3% |
$201K - $239K
|
12.5K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 2.71% |
$205K - $243K
|
52.2K
$8.44M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.47K- 8.79% |
$207K - $246K
|
15.3K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.48K- 6.73% |
$207K - $246K
|
20.5K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 15.15% |
$209K - $248K
|
8.32K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 5.22% |
$211K - $251K
|
27.3K
$4.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.55K- 43.73% |
$218K - $259K
|
2K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.64K- 0.46% |
$230K - $274K
|
352K
$57M
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
SELL
|
- |
-1.65K- 14.07% |
$232K - $275K
|
10.1K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.69K- 31.99% |
$237K - $281K
|
3.59K
$580K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.7KClosed |
$239K - $283K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.7K- 2.93% |
$239K - $284K
|
56.4K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.71K- 3.96% |
$240K - $285K
|
41.4K
$6.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.71K- 2.37% |
$240K - $285K
|
70.6K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.72K- 2.37% |
$241K - $286K
|
70.7K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.72K- 41.89% |
$241K - $287K
|
2.38K
$385K
|