Purchases and Sales Made in Q2 2025 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110KNew |
$13.5M - $19.1M
|
110K
$19.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
87.3K+ 325.32% |
$10.7M - $15.1M
|
114K
$20.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
56.5KNew |
$6.93M - $9.79M
|
56.5K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
46.4K+ 288.56% |
$5.68M - $8.03M
|
62.4K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35K+ 183.66% |
$4.29M - $6.07M
|
54.1K
$9.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.8K+ 16.36% |
$4.14M - $5.85M
|
240K
$42.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
23.8K+ 149.19% |
$2.92M - $4.13M
|
39.8K
$7.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
23.1K+ 31.33% |
$2.83M - $4M
|
96.8K
$17.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
20.4KNew |
$2.5M - $3.54M
|
20.4K
$3.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
19.2K+ 73.01% |
$2.36M - $3.33M
|
45.5K
$8.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
16.8K+ 50.47% |
$2.07M - $2.92M
|
50.2K
$8.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.8K+ 60.38% |
$1.81M - $2.56M
|
39.2K
$7M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
14.3K+ 728.58% |
$1.75M - $2.47M
|
16.2K
$2.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13K+ 84.84% |
$1.59M - $2.25M
|
28.3K
$5.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12.3K+ 144.38% |
$1.51M - $2.14M
|
20.9K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
12.2K+ 33.29% |
$1.49M - $2.11M
|
48.8K
$8.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
11.3K+ 10.96% |
$1.38M - $1.95M
|
114K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.9K+ 83.56% |
$1.33M - $1.88M
|
23.8K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
10.3K+ 13.49% |
$1.26M - $1.78M
|
86.3K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10K+ 21.58% |
$1.23M - $1.74M
|
56.5K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
9.8KNew |
$1.2M - $1.7M
|
9.8K
$1.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.39K+ 25.05% |
$1.15M - $1.63M
|
46.9K
$8.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.03K+ 20.35% |
$1.11M - $1.56M
|
53.4K
$9.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.71K+ 1.4% |
$1.07M - $1.51M
|
630K
$112M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8.32KNew |
$1.02M - $1.44M
|
8.32K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.04K+ 40.2% |
$741K - $1.05M
|
21.1K
$3.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.01K+ 41.69% |
$737K - $1.04M
|
20.4K
$3.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
6.01KNew |
$737K - $1.04M
|
6.01K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.98KNew |
$733K - $1.04M
|
5.98K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.43KNew |
$666K - $941K
|
5.43K
$969K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.43K+ 10.59% |
$665K - $941K
|
56.7K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.27KNew |
$646K - $914K
|
5.27K
$940K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
5.08KNew |
$622K - $880K
|
5.08K
$905K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.12K+ 12.86% |
$505K - $713K
|
36.1K
$6.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.08K+ 8.8% |
$500K - $707K
|
50.4K
$8.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.99K+ 109.88% |
$489K - $692K
|
7.63K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.41KNew |
$418K - $590K
|
3.41K
$608K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.73KNew |
$335K - $474K
|
2.73K
$488K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.48K+ 92.92% |
$304K - $430K
|
5.15K
$918K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.42KNew |
$297K - $419K
|
2.42K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.24KNew |
$274K - $388K
|
2.24K
$399K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.21K+ 30.56% |
$270K - $382K
|
9.42K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
2.2K+ 4.13% |
$269K - $381K
|
55.4K
$9.89M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.02K+ 7.17% |
$247K - $350K
|
30.2K
$5.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.96K+ 11.33% |
$240K - $339K
|
19.2K
$3.43M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.83KNew |
$225K - $318K
|
1.83K
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.74K+ 11.28% |
$214K - $302K
|
17.2K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.69K+ 215.33% |
$207K - $292K
|
2.47K
$440K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 34.01% |
$192K - $272K
|
6.18K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.55KNew |
$190K - $268K
|
1.55K
$276K
|