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
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
133New |
$18.7K - $22.2K
|
133
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
132+ 4.14% |
$18.5K - $22K
|
3.32K
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132+ 2.71% |
$18.5K - $22K
|
5.01K
$810K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
132+ 4.56% |
$18.5K - $22K
|
3.03K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
131+ 7.23% |
$18.4K - $21.8K
|
1.94K
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
130+ 0.65% |
$18.3K - $21.7K
|
20.2K
$3.27M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
124+ 5.18% |
$17.4K - $20.7K
|
2.52K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
121New |
$17K - $20.2K
|
121
$19.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
121+ 0.83% |
$17K - $20.2K
|
14.8K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
118+ 0.02% |
$16.6K - $19.7K
|
763K
$123M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
112+ 1.4% |
$15.7K - $18.7K
|
8.11K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
108+ 55.96% |
$15.2K - $18K
|
301
$48.7K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
102New |
$14.3K - $17K
|
102
$16.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
100+ 12.27% |
$14K - $16.7K
|
915
$148K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 7.15% |
$14K - $16.7K
|
1.5K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 16.67% |
$14K - $16.7K
|
700
$113K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
97+ 0.31% |
$13.6K - $16.2K
|
31.6K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
96+ 2.71% |
$13.5K - $16K
|
3.63K
$587K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
96+ 2.14% |
$13.5K - $16K
|
4.58K
$741K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 2.07% |
$13.1K - $15.5K
|
4.58K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
91New |
$12.8K - $15.2K
|
91
$14.7K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
83+ 1.51% |
$11.7K - $13.8K
|
5.58K
$902K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
80+ 2.85% |
$11.2K - $13.3K
|
2.89K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
77+ 11.44% |
$10.8K - $12.8K
|
750
$121K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
72+ 0.37% |
$10.1K - $12K
|
19.5K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
64+ 1.45% |
$8.99K - $10.7K
|
4.48K
$724K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 0.52% |
$8.85K - $10.5K
|
12.1K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 5.02% |
$8.71K - $10.3K
|
1.3K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
62+ 1.39% |
$8.71K - $10.3K
|
4.53K
$733K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
60New |
$8.43K - $10K
|
60
$9.7K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
56+ 0.69% |
$7.86K - $9.34K
|
8.18K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
55+ 0.17% |
$7.72K - $9.17K
|
33.1K
$5.35M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
55+ 0.8% |
$7.72K - $9.17K
|
6.97K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
54+ 3.71% |
$7.58K - $9.01K
|
1.51K
$244K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
52+ 5.47% |
$7.3K - $8.67K
|
1K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
52+ 0.35% |
$7.3K - $8.67K
|
14.9K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
48+ 600.0% |
$6.74K - $8.01K
|
56
$9.06K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
48+ 0.99% |
$6.74K - $8.01K
|
4.92K
$796K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
46+ 1.09% |
$6.46K - $7.67K
|
4.27K
$690K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
45+ 0.41% |
$6.32K - $7.51K
|
11.1K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 0.29% |
$6.04K - $7.17K
|
15.1K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
41+ 0.15% |
$5.76K - $6.84K
|
26.8K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
39+ 0.2% |
$5.48K - $6.5K
|
19.7K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 7.34% |
$5.48K - $6.5K
|
570
$92.2K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
34+ 1.87% |
$4.77K - $5.67K
|
1.85K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
32+ 1.44% |
$4.49K - $5.34K
|
2.25K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
32+ 0.19% |
$4.49K - $5.34K
|
16.6K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
31+ 6.7% |
$4.35K - $5.17K
|
494
$79.9K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
30+ 0.48% |
$4.21K - $5K
|
6.33K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
29+ 0.8% |
$4.07K - $4.84K
|
3.63K
$587K
|