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 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.39K- 10.31% |
$756K - $898K
|
46.8K
$7.57M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.44K- 44.96% |
$764K - $907K
|
6.66K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.51K- 1.6% |
$774K - $920K
|
340K
$54.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.63K- 1.33% |
$790K - $939K
|
418K
$67.5M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-5.92K- 2.86% |
$831K - $987K
|
201K
$32.5M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-6.03K- 13.18% |
$847K - $1.01M
|
39.7K
$6.42M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.07K- 8.77% |
$852K - $1.01M
|
63.1K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.17K- 4.07% |
$867K - $1.03M
|
145K
$23.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-6.31K- 7.8% |
$886K - $1.05M
|
74.6K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.56K- 75.62% |
$921K - $1.09M
|
2.12K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.55K- 33.44% |
$1.06M - $1.26M
|
15K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.62K- 27.51% |
$1.07M - $1.27M
|
20.1K
$3.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-7.68K- 3.76% |
$1.08M - $1.28M
|
197K
$31.8M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.41K- 34.16% |
$1.18M - $1.4M
|
16.2K
$2.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.45K- 75.0% |
$1.19M - $1.41M
|
2.82K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.53K- 43.93% |
$1.2M - $1.42M
|
10.9K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.83K- 1.56% |
$1.24M - $1.47M
|
557K
$90M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.46K- 2.43% |
$1.33M - $1.58M
|
380K
$61.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.5K- 12.56% |
$1.48M - $1.76M
|
73.4K
$11.9M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-10.8K- 5.49% |
$1.52M - $1.81M
|
187K
$30.2M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-12.1K- 15.79% |
$1.7M - $2.02M
|
64.7K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.4K- 3.74% |
$1.74M - $2.07M
|
319K
$51.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 10.19% |
$1.81M - $2.15M
|
114K
$18.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.2K- 56.73% |
$1.85M - $2.2M
|
10.1K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.1K- 68.5% |
$1.98M - $2.36M
|
6.49K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-15.3K- 97.16% |
$2.15M - $2.55M
|
447
$72.3K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.5K- 60.37% |
$2.18M - $2.59M
|
10.2K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.6K- 7.33% |
$2.47M - $2.93M
|
222K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.9K- 52.28% |
$2.52M - $2.99M
|
16.4K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 85.67% |
$2.55M - $3.03M
|
3.04K
$491K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.9K- 44.59% |
$2.8M - $3.33M
|
24.8K
$4.01M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-20.9K- 41.04% |
$2.94M - $3.49M
|
30.1K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-21.8K- 94.98% |
$3.06M - $3.63M
|
1.15K
$186K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-22.8K- 91.86% |
$3.21M - $3.81M
|
2.02K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-25.8K- 46.77% |
$3.62M - $4.3M
|
29.3K
$4.74M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-26K- 49.69% |
$3.65M - $4.34M
|
26.3K
$4.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.7K- 49.88% |
$3.75M - $4.45M
|
26.8K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.8K- 2.68% |
$4.04M - $4.8M
|
1.04M
$169M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-31.7K- 45.72% |
$4.45M - $5.29M
|
37.6K
$6.09M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-32.2K- 2.98% |
$4.52M - $5.37M
|
1.05M
$169M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.6KClosed |
$4.72M - $5.61M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34.8K- 9.62% |
$4.89M - $5.81M
|
327K
$52.9M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-36.5K- 94.9% |
$5.12M - $6.08M
|
1.96K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-42.2K- 86.84% |
$5.93M - $7.04M
|
6.4K
$1.03M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-43.4K- 42.12% |
$6.09M - $7.23M
|
59.6K
$9.63M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-57.7K- 51.61% |
$8.11M - $9.63M
|
54.1K
$8.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-64K- 80.02% |
$8.99M - $10.7M
|
16K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-66.7K- 89.35% |
$9.36M - $11.1M
|
7.95K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-68.9K- 5.75% |
$9.68M - $11.5M
|
1.13M
$183M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.4K- 0.68% |
$9.74M - $11.6M
|
10.1M
$1.64B
|