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 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.66K+ 66.43% |
$374K - $444K
|
6.67K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.61K+ 12.4% |
$367K - $435K
|
23.7K
$3.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.58K+ 3.62% |
$362K - $430K
|
73.7K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.52K+ 146.45% |
$354K - $420K
|
4.24K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.51K+ 18.23% |
$352K - $418K
|
16.3K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 25.2% |
$352K - $417K
|
12.4K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.44K+ 9.71% |
$343K - $407K
|
27.6K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.42KNew |
$340K - $404K
|
2.42K
$392K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.41K+ 51.46% |
$339K - $402K
|
7.1K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.39KNew |
$335K - $398K
|
2.39K
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.31K+ 136.97% |
$325K - $386K
|
4K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.31K+ 3.64% |
$324K - $385K
|
65.7K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.3K+ 4.7% |
$323K - $383K
|
51.3K
$8.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.29K+ 7.6% |
$322K - $383K
|
32.5K
$5.25M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.29K+ 5.76% |
$321K - $381K
|
42K
$6.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.28K+ 2.07% |
$320K - $380K
|
112K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 2.94% |
$319K - $379K
|
79.6K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.25K+ 130.23% |
$316K - $376K
|
3.98K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.23KNew |
$313K - $372K
|
2.23K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
2.23KNew |
$313K - $372K
|
2.23K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.21K+ 44.32% |
$311K - $369K
|
7.2K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.21K+ 35.26% |
$310K - $368K
|
8.46K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.2K+ 26.55% |
$308K - $366K
|
10.5K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.18K+ 10.6% |
$306K - $363K
|
22.7K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.17K+ 4.64% |
$305K - $363K
|
49.1K
$7.93M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.17KNew |
$305K - $362K
|
2.17K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.16K+ 27.81% |
$303K - $360K
|
9.93K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.16KNew |
$303K - $360K
|
2.16K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.13K+ 36.17% |
$299K - $356K
|
8.03K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.09KNew |
$294K - $349K
|
2.09K
$338K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
2.09K+ 13.34% |
$293K - $348K
|
17.7K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.04K+ 4.33% |
$286K - $340K
|
49.1K
$7.94M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.03K+ 7.18% |
$285K - $338K
|
30.3K
$4.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.01K+ 14.26% |
$282K - $334K
|
16.1K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2KNew |
$281K - $334K
|
2K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2K+ 35.5% |
$280K - $333K
|
7.62K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.92K+ 67.33% |
$269K - $319K
|
4.76K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.91K+ 24.95% |
$268K - $319K
|
9.57K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.89K+ 15.84% |
$265K - $315K
|
13.8K
$2.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.88K+ 39.85% |
$264K - $314K
|
6.61K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.86K+ 11.69% |
$262K - $311K
|
17.8K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.86K+ 10.46% |
$261K - $311K
|
19.7K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 3.71% |
$252K - $299K
|
50.2K
$8.11M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.74K+ 43.0% |
$245K - $291K
|
5.8K
$938K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.74K+ 5.45% |
$245K - $291K
|
33.7K
$5.46M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.74K+ 11.72% |
$244K - $289K
|
16.5K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.73K+ 2.75% |
$243K - $288K
|
64.6K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.73KNew |
$242K - $288K
|
1.73K
$279K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.66K+ 19.38% |
$233K - $277K
|
10.2K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.65K+ 8.93% |
$232K - $275K
|
20.1K
$3.25M
|