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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 12.38% |
$2.22M - $2.63M
|
143K
$23.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.5K+ 4.24% |
$2.17M - $2.58M
|
380K
$61.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
14.7K+ 47.8% |
$2.06M - $2.45M
|
45.4K
$7.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
14.1K+ 9.09% |
$1.99M - $2.36M
|
170K
$27.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
14.1K+ 92.87% |
$1.98M - $2.36M
|
29.3K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8K+ 10.14% |
$1.94M - $2.31M
|
150K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.8K+ 12.36% |
$1.94M - $2.3M
|
126K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4K+ 58.01% |
$1.89M - $2.24M
|
36.6K
$5.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.2K+ 2.17% |
$1.85M - $2.2M
|
621K
$100M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.1K+ 129.98% |
$1.85M - $2.19M
|
23.3K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 6.26% |
$1.84M - $2.18M
|
222K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13KNew |
$1.83M - $2.17M
|
13K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13KNew |
$1.82M - $2.17M
|
13K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
12.7KNew |
$1.78M - $2.12M
|
12.7K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.5KNew |
$1.75M - $2.08M
|
12.5K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12.3K+ 573.12% |
$1.72M - $2.05M
|
14.4K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.1K+ 23.76% |
$1.71M - $2.03M
|
63.3K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 2.44% |
$1.7M - $2.02M
|
509K
$82.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12KNew |
$1.69M - $2.01M
|
12K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$1.68M - $1.99M
|
12K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
$1.67M - $1.99M
|
11.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.9K+ 12.3% |
$1.67M - $1.98M
|
109K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.9K+ 11.56% |
$1.67M - $1.98M
|
115K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6KNew |
$1.63M - $1.94M
|
11.6K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.5K+ 9.26% |
$1.62M - $1.93M
|
136K
$22M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
11.5K+ 19.32% |
$1.62M - $1.92M
|
71.2K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.9K+ 43.5% |
$1.53M - $1.82M
|
35.9K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8K+ 3.08% |
$1.52M - $1.8M
|
362K
$58.6M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.8KNew |
$1.51M - $1.8M
|
10.8K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6K+ 1.54% |
$1.5M - $1.78M
|
703K
$114M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 9.61% |
$1.49M - $1.78M
|
121K
$19.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.2KNew |
$1.43M - $1.7M
|
10.2K
$1.65M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
10.2K+ 60.38% |
$1.43M - $1.7M
|
27.1K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
10KNew |
$1.41M - $1.67M
|
10K
$1.62M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.82KNew |
$1.38M - $1.64M
|
9.82K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.8K+ 2.68% |
$1.38M - $1.63M
|
376K
$60.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.53K+ 34.06% |
$1.34M - $1.59M
|
37.5K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
9.26K+ 21.96% |
$1.3M - $1.54M
|
51.4K
$8.31M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.15K+ 27.16% |
$1.29M - $1.53M
|
42.8K
$6.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.1K+ 59.18% |
$1.28M - $1.52M
|
24.5K
$3.96M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.76K+ 66.39% |
$1.23M - $1.46M
|
22K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
8.65K+ 11.46% |
$1.22M - $1.44M
|
84.2K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.65KNew |
$1.21M - $1.44M
|
8.65K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.61K+ 54.25% |
$1.21M - $1.44M
|
24.5K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8.55KNew |
$1.2M - $1.43M
|
8.55K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.49K+ 26.34% |
$1.19M - $1.42M
|
40.7K
$6.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.37K+ 105314.29% |
$1.04M - $1.23M
|
7.38K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6.88KNew |
$967K - $1.15M
|
6.88K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.78K+ 6.6% |
$952K - $1.13M
|
109K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.61KNew |
$928K - $1.1M
|
6.61K
$1.07M
|