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 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
243+ 3.19% |
$34.1K - $40.5K
|
7.85K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
239+ 7.77% |
$33.6K - $39.9K
|
3.31K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
237New |
$33.3K - $39.5K
|
237
$38.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
234+ 2.61% |
$32.9K - $39K
|
9.18K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
234+ 0.82% |
$32.9K - $39K
|
28.9K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
227+ 2.35% |
$31.9K - $37.9K
|
9.9K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
227+ 3.02% |
$31.9K - $37.9K
|
7.74K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
223+ 0.43% |
$31.3K - $37.2K
|
52.5K
$8.49M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
221+ 28.52% |
$31K - $36.9K
|
996
$161K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
219+ 8.94% |
$30.8K - $36.5K
|
2.67K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
214New |
$30.1K - $35.7K
|
214
$34.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
214+ 22.57% |
$30.1K - $35.7K
|
1.16K
$188K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
204+ 7.13% |
$28.6K - $34K
|
3.07K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
202+ 12.04% |
$28.4K - $33.7K
|
1.88K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
201+ 1.54% |
$28.2K - $33.5K
|
13.2K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200+ 588.24% |
$28.1K - $33.4K
|
234
$37.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
198+ 19.78% |
$27.8K - $33K
|
1.2K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
198+ 9.66% |
$27.8K - $33K
|
2.25K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
192+ 6.31% |
$27K - $32K
|
3.24K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
192+ 0.51% |
$27K - $32K
|
38K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
190+ 2.66% |
$26.7K - $31.7K
|
7.34K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
190New |
$26.7K - $31.7K
|
190
$30.7K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
188+ 3.95% |
$26.4K - $31.4K
|
4.95K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
184+ 10.62% |
$25.8K - $30.7K
|
1.92K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
183+ 0.23% |
$25.7K - $30.5K
|
80.3K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
182+ 3.09% |
$25.6K - $30.4K
|
6.07K
$982K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
182+ 7.27% |
$25.6K - $30.4K
|
2.69K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
180+ 0.59% |
$25.3K - $30K
|
30.9K
$4.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
180+ 3.84% |
$25.3K - $30K
|
4.87K
$787K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
173+ 1.67% |
$24.3K - $28.9K
|
10.5K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
170+ 6.49% |
$23.9K - $28.4K
|
2.79K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
167+ 1.42% |
$23.5K - $27.9K
|
11.9K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
164+ 2.58% |
$23K - $27.4K
|
6.53K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
163+ 32.34% |
$22.9K - $27.2K
|
667
$108K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
159+ 0.6% |
$22.3K - $26.5K
|
26.8K
$4.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
156+ 0.64% |
$21.9K - $26K
|
24.4K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
155+ 8.19% |
$21.8K - $25.9K
|
2.05K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
154+ 9.12% |
$21.6K - $25.7K
|
1.84K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
153+ 11.2% |
$21.5K - $25.5K
|
1.52K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
152+ 2.06% |
$21.3K - $25.4K
|
7.53K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
150+ 0.98% |
$21.1K - $25K
|
15.5K
$2.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
148+ 1.74% |
$20.8K - $24.7K
|
8.65K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
148+ 4.2% |
$20.8K - $24.7K
|
3.68K
$594K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
147+ 2.97% |
$20.6K - $24.5K
|
5.09K
$823K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
146+ 3.74% |
$20.5K - $24.4K
|
4.05K
$655K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
146+ 0.32% |
$20.5K - $24.4K
|
45.2K
$7.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
138+ 4600.0% |
$19.4K - $23K
|
141
$22.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
137+ 1.71% |
$19.2K - $22.9K
|
8.16K
$1.32M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
137New |
$19.2K - $22.9K
|
137
$22.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
136New |
$19.1K - $22.7K
|
136
$22K
|