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 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.35KNew |
$891K - $1.06M
|
6.35K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.21K+ 8.19% |
$872K - $1.04M
|
82.1K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.91K+ 6.08% |
$830K - $986K
|
103K
$16.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.84K+ 13.7% |
$821K - $975K
|
48.5K
$7.84M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.65K+ 10.27% |
$794K - $943K
|
60.7K
$9.81M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.41K+ 96.09% |
$760K - $903K
|
11K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.3K+ 23.66% |
$744K - $884K
|
27.7K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.26K+ 103.97% |
$738K - $877K
|
10.3K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.21K+ 19.41% |
$731K - $868K
|
32K
$5.18M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.18K+ 102.58% |
$727K - $864K
|
10.2K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
4.93K+ 16.74% |
$693K - $823K
|
34.4K
$5.56M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.89K+ 49.95% |
$687K - $816K
|
14.7K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.85K+ 13.33% |
$681K - $809K
|
41.3K
$6.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.77K+ 7.69% |
$670K - $795K
|
66.8K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.51K+ 108.03% |
$633K - $752K
|
8.68K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.5KNew |
$632K - $750K
|
4.5K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.49K+ 114.98% |
$631K - $749K
|
8.4K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.48K+ 3.84% |
$629K - $747K
|
121K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.41KNew |
$619K - $735K
|
4.41K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.34K+ 15.31% |
$609K - $724K
|
32.7K
$5.28M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.24KNew |
$595K - $707K
|
4.24K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.23K+ 11.72% |
$594K - $706K
|
40.3K
$6.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
4.21KNew |
$591K - $702K
|
4.21K
$681K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.16K+ 14.01% |
$584K - $694K
|
33.8K
$5.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$562K - $667K
|
4K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.98K+ 30.39% |
$559K - $664K
|
17.1K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.95K+ 6.38% |
$554K - $658K
|
65.8K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.86K+ 13.31% |
$542K - $644K
|
32.9K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.7K+ 58.1% |
$519K - $617K
|
10.1K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 6.15% |
$514K - $610K
|
63.1K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
3.6KNew |
$505K - $600K
|
3.6K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.6K+ 246.0% |
$505K - $600K
|
5.06K
$819K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.43K+ 11.39% |
$481K - $572K
|
33.5K
$5.42M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.37KNew |
$474K - $563K
|
3.37K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.34K+ 7.31% |
$470K - $558K
|
49.1K
$7.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.3K+ 16.45% |
$464K - $551K
|
23.4K
$3.78M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.29K+ 4.51% |
$462K - $548K
|
76.2K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.26K+ 7.99% |
$458K - $544K
|
44.1K
$7.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.19K+ 22.64% |
$448K - $532K
|
17.3K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.15KNew |
$443K - $526K
|
3.15K
$510K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.12K+ 7.57% |
$438K - $521K
|
44.4K
$7.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
3.01K+ 7.03% |
$422K - $502K
|
45.8K
$7.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.92K+ 16.38% |
$410K - $487K
|
20.7K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.75K+ 1.0% |
$386K - $458K
|
278K
$45M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.75KNew |
$386K - $458K
|
2.75K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.73K+ 11.27% |
$384K - $456K
|
27K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.73K+ 9.54% |
$383K - $455K
|
31.4K
$5.07M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.72K+ 7.19% |
$382K - $454K
|
40.6K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.69K+ 6.42% |
$378K - $448K
|
44.6K
$7.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.66K+ 5.14% |
$374K - $444K
|
54.5K
$8.82M
|