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
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
513+ 3.21% |
$72K - $85.6K
|
16.5K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
501+ 31.43% |
$70.4K - $83.6K
|
2.1K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
500+ 2.98% |
$70.2K - $83.4K
|
17.3K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
498+ 23.6% |
$69.9K - $83.1K
|
2.61K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
497+ 2.32% |
$69.8K - $82.9K
|
21.9K
$3.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
490+ 5.34% |
$68.8K - $81.7K
|
9.67K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
488+ 6.92% |
$68.5K - $81.4K
|
7.54K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
460+ 14.19% |
$64.6K - $76.7K
|
3.7K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
449+ 3.8% |
$63.1K - $74.9K
|
12.3K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
443+ 3.17% |
$62.2K - $73.9K
|
14.4K
$2.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
441+ 3.2% |
$61.9K - $73.6K
|
14.2K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
439+ 0.45% |
$61.7K - $73.2K
|
98.8K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
437+ 2.31% |
$61.4K - $72.9K
|
19.3K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
433+ 5.57% |
$60.8K - $72.2K
|
8.21K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
426+ 12.74% |
$59.8K - $71.1K
|
3.77K
$609K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
415+ 21.39% |
$58.3K - $69.2K
|
2.36K
$381K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
414+ 2.86% |
$58.1K - $69.1K
|
14.9K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
413+ 5.78% |
$58K - $68.9K
|
7.56K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
400+ 6.16% |
$56.2K - $66.7K
|
6.89K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
400New |
$56.2K - $66.7K
|
400
$64.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
400+ 7.71% |
$56.2K - $66.7K
|
5.59K
$904K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
400New |
$56.2K - $66.7K
|
400
$64.7K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
396+ 3.93% |
$55.6K - $66K
|
10.5K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
395+ 2.41% |
$55.5K - $65.9K
|
16.8K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
391+ 3.66% |
$54.9K - $65.2K
|
11.1K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
391+ 7.54% |
$54.9K - $65.2K
|
5.58K
$902K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
369+ 8.97% |
$51.8K - $61.5K
|
4.48K
$725K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
368+ 21.96% |
$51.7K - $61.4K
|
2.04K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
356+ 5.16% |
$50K - $59.4K
|
7.25K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
353+ 2.6% |
$49.6K - $58.9K
|
13.9K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
332+ 19.18% |
$46.6K - $55.4K
|
2.06K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
310+ 31.38% |
$43.5K - $51.7K
|
1.3K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
310+ 13.06% |
$43.5K - $51.7K
|
2.68K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
304+ 2.03% |
$42.7K - $50.7K
|
15.3K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
300+ 22.8% |
$42.1K - $50K
|
1.62K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
291+ 7.99% |
$40.9K - $48.5K
|
3.93K
$636K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
291+ 13.73% |
$40.9K - $48.5K
|
2.41K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
291+ 1.29% |
$40.9K - $48.5K
|
22.8K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
290+ 11.68% |
$40.7K - $48.4K
|
2.77K
$448K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
288+ 0.75% |
$40.4K - $48K
|
38.8K
$6.28M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
283+ 1.52% |
$39.7K - $47.2K
|
18.9K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
281+ 13.6% |
$39.5K - $46.9K
|
2.35K
$380K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
280+ 1.07% |
$39.3K - $46.7K
|
26.4K
$4.26M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
276+ 0.34% |
$38.8K - $46K
|
80.6K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
276+ 11.77% |
$38.8K - $46K
|
2.62K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
268+ 3.58% |
$37.6K - $44.7K
|
7.76K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
253+ 0.59% |
$35.5K - $42.2K
|
42.8K
$6.93M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
253+ 13.86% |
$35.5K - $42.2K
|
2.08K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
251+ 2.46% |
$35.3K - $41.9K
|
10.5K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
245+ 2.53% |
$34.4K - $40.9K
|
9.93K
$1.61M
|