Purchases and Sales Made in Q4 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-75- 0.23% |
$11.1K - $12.5K
|
33K
$5.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-76- 0.51% |
$11.3K - $12.6K
|
14.8K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-80- 1.86% |
$11.9K - $13.3K
|
4.22K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-80- 1.09% |
$11.9K - $13.3K
|
7.25K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-81- 29.14% |
$12K - $13.5K
|
197
$30.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-81- 2.78% |
$12K - $13.5K
|
2.83K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-82- 40.0% |
$12.1K - $13.6K
|
123
$19K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-82- 4.63% |
$12.1K - $13.6K
|
1.69K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 0.1% |
$12.4K - $14K
|
83.4K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-85- 1.25% |
$12.6K - $14.1K
|
6.71K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-88- 0.79% |
$13K - $14.6K
|
11.1K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-93- 1.09% |
$13.8K - $15.5K
|
8.44K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-94- 27.25% |
$13.9K - $15.6K
|
251
$38.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-95- 2.32% |
$14.1K - $15.8K
|
3.99K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-95- 0.18% |
$14.1K - $15.8K
|
52.3K
$8.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-96- 14.04% |
$14.2K - $16K
|
588
$90.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-99- 1.05% |
$14.7K - $16.5K
|
9.36K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-100- 1.97% |
$14.8K - $16.6K
|
4.99K
$772K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-101- 1.25% |
$15K - $16.8K
|
8K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-104- 1.03% |
$15.4K - $17.3K
|
10K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-107- 2.42% |
$15.9K - $17.8K
|
4.31K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-111- 1.63% |
$16.4K - $18.5K
|
6.68K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-112- 80.58% |
$16.6K - $18.6K
|
27
$4.18K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-112- 7.26% |
$16.6K - $18.6K
|
1.43K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-117- 1.63% |
$17.3K - $19.4K
|
7.05K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-122- 2.75% |
$18.1K - $20.3K
|
4.32K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-123- 0.82% |
$18.2K - $20.4K
|
14.9K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-125- 0.37% |
$18.5K - $20.8K
|
33.5K
$5.17M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-128- 3.23% |
$19K - $21.3K
|
3.84K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-130- 4.37% |
$19.3K - $21.6K
|
2.85K
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-131- 0.81% |
$19.4K - $21.8K
|
16.1K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-131- 6.51% |
$19.4K - $21.8K
|
1.88K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-132- 1.67% |
$19.6K - $21.9K
|
7.77K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-133- 4.44% |
$19.7K - $22.1K
|
2.86K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-134- 2.59% |
$19.9K - $22.3K
|
5.05K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-137- 5.73% |
$20.3K - $22.8K
|
2.25K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-141- 0.65% |
$20.9K - $23.4K
|
21.5K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-141- 1.51% |
$20.9K - $23.4K
|
9.18K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-142- 0.81% |
$21K - $23.6K
|
17.5K
$2.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-147- 0.89% |
$21.8K - $24.4K
|
16.4K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-148- 3.01% |
$21.9K - $24.6K
|
4.76K
$736K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-153- 13.87% |
$22.7K - $25.4K
|
950
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-155- 1.33% |
$23K - $25.8K
|
11.5K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-155- 0.21% |
$23K - $25.8K
|
74.6K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-156- 7.3% |
$23.1K - $25.9K
|
1.98K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-156- 2.66% |
$23.1K - $25.9K
|
5.72K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-157- 0.98% |
$23.3K - $26.1K
|
15.9K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-159- 4.48% |
$23.6K - $26.4K
|
3.39K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-161- 4.72% |
$23.9K - $26.8K
|
3.25K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-163- 0.26% |
$24.1K - $27.1K
|
62.8K
$9.72M
|