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 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.76K- 31.22% |
$247K - $294K
|
3.88K
$627K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.78K- 4.7% |
$250K - $297K
|
36.1K
$5.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-1.82K- 4.47% |
$256K - $304K
|
39K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.82K- 18.07% |
$256K - $304K
|
8.27K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.9K- 7.89% |
$267K - $317K
|
22.2K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.91K- 34.47% |
$268K - $319K
|
3.63K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 2.17% |
$269K - $319K
|
86.4K
$14M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.93K- 18.69% |
$271K - $322K
|
8.4K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.95K- 52.61% |
$273K - $325K
|
1.75K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.01K- 50.0% |
$282K - $335K
|
2.01K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.1K- 6.95% |
$295K - $351K
|
28.2K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.11K- 4.21% |
$297K - $352K
|
48.1K
$7.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 28.09% |
$300K - $356K
|
5.47K
$884K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.28K- 17.76% |
$320K - $380K
|
10.6K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.4KClosed |
$337K - $400K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.53K- 17.37% |
$355K - $422K
|
12K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.55K- 88.6% |
$358K - $425K
|
328
$53K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.62K- 9.55% |
$367K - $436K
|
24.8K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.62K- 6.11% |
$369K - $438K
|
40.3K
$6.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.63K- 40.57% |
$369K - $438K
|
3.85K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.65K- 14.04% |
$372K - $441K
|
16.2K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.73K- 5.8% |
$384K - $456K
|
44.4K
$7.18M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.79K- 19.62% |
$392K - $466K
|
11.4K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.01K- 8.87% |
$423K - $502K
|
30.9K
$5M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.05K- 8.37% |
$428K - $509K
|
33.4K
$5.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.08K- 2.66% |
$433K - $514K
|
113K
$18.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.1K- 20.53% |
$435K - $517K
|
12K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.13K- 6.89% |
$439K - $522K
|
42.3K
$6.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-3.15K- 59.2% |
$442K - $525K
|
2.17K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.17K- 9.8% |
$444K - $528K
|
29.1K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.24K- 36.68% |
$456K - $541K
|
5.6K
$906K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-3.27K- 6.84% |
$459K - $545K
|
44.5K
$7.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.32K- 2.96% |
$466K - $554K
|
109K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.34K- 58.49% |
$470K - $558K
|
2.37K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.42K- 5.52% |
$480K - $570K
|
58.5K
$9.46M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.48K- 4.93% |
$489K - $580K
|
67.1K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.5K- 8.61% |
$492K - $584K
|
37.2K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.8K- 12.12% |
$534K - $634K
|
27.5K
$4.45M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-3.83K- 5.44% |
$537K - $638K
|
66.5K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.05K- 31.96% |
$568K - $675K
|
8.61K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.15K- 2.21% |
$583K - $693K
|
184K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.26K- 7.23% |
$598K - $710K
|
54.6K
$8.84M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.43K- 8.09% |
$622K - $739K
|
50.3K
$8.14M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.45K- 75.71% |
$625K - $742K
|
1.43K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.49K- 51.68% |
$630K - $748K
|
4.19K
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.57K- 37.91% |
$641K - $762K
|
7.48K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.57K- 2.66% |
$642K - $762K
|
167K
$27M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.93K- 32.69% |
$692K - $822K
|
10.2K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.12K- 1.47% |
$719K - $854K
|
344K
$55.7M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-5.13K- 19.92% |
$721K - $856K
|
20.6K
$3.34M
|