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 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-34- 0.3% |
$5.04K - $5.65K
|
11.2K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 1.51% |
$5.18K - $5.82K
|
2.29K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-35Closed |
$5.18K - $5.82K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-36- 1.25% |
$5.33K - $5.98K
|
2.84K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-41- 9.56% |
$6.07K - $6.82K
|
388
$62.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-41- 0.64% |
$6.07K - $6.82K
|
6.37K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-43- 1.4% |
$6.37K - $7.15K
|
3.02K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-44- 0.25% |
$6.52K - $7.31K
|
17.8K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-44- 2.08% |
$6.52K - $7.31K
|
2.07K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-44- 1.86% |
$6.52K - $7.31K
|
2.32K
$376K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-47- 0.1% |
$6.96K - $7.81K
|
45.2K
$7.3M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-49- 1.62% |
$7.26K - $8.15K
|
2.98K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-50- 0.42% |
$7.41K - $8.31K
|
11.7K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-51- 0.34% |
$7.56K - $8.48K
|
15K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-55- 1.56% |
$8.15K - $9.14K
|
3.46K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-59- 1.15% |
$8.74K - $9.81K
|
5.07K
$820K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-60- 18.75% |
$8.89K - $9.97K
|
260
$42K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-61- 1.41% |
$9.04K - $10.1K
|
4.27K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-63- 0.1% |
$9.33K - $10.5K
|
61.8K
$9.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-63- 6.23% |
$9.33K - $10.5K
|
948
$153K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-67- 5.03% |
$9.93K - $11.1K
|
1.27K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-68- 0.69% |
$10.1K - $11.3K
|
9.83K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-68- 0.83% |
$10.1K - $11.3K
|
8.13K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-69- 1.16% |
$10.2K - $11.5K
|
5.89K
$953K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-72- 0.95% |
$10.7K - $12K
|
7.51K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-74- 3.84% |
$11K - $12.3K
|
1.85K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-75- 0.23% |
$11.1K - $12.5K
|
33K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-76- 0.51% |
$11.3K - $12.6K
|
14.8K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-80- 1.09% |
$11.9K - $13.3K
|
7.25K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-80- 1.86% |
$11.9K - $13.3K
|
4.22K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-81- 29.14% |
$12K - $13.5K
|
197
$31.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-81- 2.78% |
$12K - $13.5K
|
2.83K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-82- 4.63% |
$12.1K - $13.6K
|
1.69K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-82- 40.0% |
$12.1K - $13.6K
|
123
$19.9K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 0.1% |
$12.4K - $14K
|
83.4K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-85- 1.25% |
$12.6K - $14.1K
|
6.71K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-88- 0.79% |
$13K - $14.6K
|
11.1K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-93- 1.09% |
$13.8K - $15.5K
|
8.44K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-94- 27.25% |
$13.9K - $15.6K
|
251
$40.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-95- 0.18% |
$14.1K - $15.8K
|
52.3K
$8.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-95- 2.32% |
$14.1K - $15.8K
|
3.99K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-96- 14.04% |
$14.2K - $16K
|
588
$95.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-99- 1.05% |
$14.7K - $16.5K
|
9.36K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-100- 1.97% |
$14.8K - $16.6K
|
4.99K
$807K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-101- 1.25% |
$15K - $16.8K
|
8K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-104- 1.03% |
$15.4K - $17.3K
|
10K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-107- 2.42% |
$15.9K - $17.8K
|
4.31K
$697K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-110- 7.64% |
$16.3K - $18.3K
|
1.33K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-111- 1.63% |
$16.4K - $18.5K
|
6.68K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-112- 7.26% |
$16.6K - $18.6K
|
1.43K
$231K
|