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 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-112- 80.58% |
$16.6K - $18.6K
|
27
$4.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-117- 1.63% |
$17.3K - $19.4K
|
7.05K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-122- 2.75% |
$18.1K - $20.3K
|
4.32K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-123- 0.82% |
$18.2K - $20.4K
|
14.9K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-125- 0.37% |
$18.5K - $20.8K
|
33.5K
$5.41M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-128- 3.23% |
$19K - $21.3K
|
3.84K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-130- 4.37% |
$19.3K - $21.6K
|
2.85K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-131- 6.51% |
$19.4K - $21.8K
|
1.88K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-131- 0.81% |
$19.4K - $21.8K
|
16.1K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-132- 1.67% |
$19.6K - $21.9K
|
7.77K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-133- 4.44% |
$19.7K - $22.1K
|
2.86K
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-134- 2.59% |
$19.9K - $22.3K
|
5.05K
$816K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-137- 5.73% |
$20.3K - $22.8K
|
2.25K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-141- 0.65% |
$20.9K - $23.4K
|
21.5K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-141- 1.51% |
$20.9K - $23.4K
|
9.18K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-142- 0.81% |
$21K - $23.6K
|
17.5K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-147- 0.89% |
$21.8K - $24.4K
|
16.4K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-148- 3.01% |
$21.9K - $24.6K
|
4.76K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-153- 13.87% |
$22.7K - $25.4K
|
950
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-155- 1.33% |
$23K - $25.8K
|
11.5K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-155- 0.21% |
$23K - $25.8K
|
74.6K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-156- 2.66% |
$23.1K - $25.9K
|
5.72K
$924K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-156- 7.3% |
$23.1K - $25.9K
|
1.98K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-157- 0.98% |
$23.3K - $26.1K
|
15.9K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-159- 4.48% |
$23.6K - $26.4K
|
3.39K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-161- 4.72% |
$23.9K - $26.8K
|
3.25K
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-163- 1.61% |
$24.1K - $27.1K
|
9.98K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-163- 0.26% |
$24.1K - $27.1K
|
62.8K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-165- 1.39% |
$24.4K - $27.4K
|
11.7K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-165- 7.73% |
$24.4K - $27.4K
|
1.97K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-177- 7.96% |
$26.2K - $29.4K
|
2.05K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-178- 1.25% |
$26.4K - $29.6K
|
14.1K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-180- 28.13% |
$26.7K - $29.9K
|
460
$74.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-186- 1.91% |
$27.6K - $30.9K
|
9.56K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-188- 6.19% |
$27.9K - $31.3K
|
2.85K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-191- 8.65% |
$28.3K - $31.7K
|
2.02K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-191- 2.6% |
$28.3K - $31.7K
|
7.15K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-197- 0.63% |
$29.2K - $32.7K
|
31K
$5.01M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 7.69% |
$29.6K - $33.2K
|
2.4K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-200- 4.35% |
$29.6K - $33.2K
|
4.4K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 36.23% |
$29.6K - $33.2K
|
352
$56.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-203- 1.97% |
$30.1K - $33.7K
|
10.1K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-203- 7.11% |
$30.1K - $33.7K
|
2.65K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-205- 0.4% |
$30.4K - $34.1K
|
51.1K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-207- 3.39% |
$30.7K - $34.4K
|
5.91K
$955K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-209- 1.64% |
$31K - $34.7K
|
12.5K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-218- 3.12% |
$32.3K - $36.2K
|
6.76K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-219- 4.83% |
$32.4K - $36.4K
|
4.32K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-225- 12.57% |
$33.3K - $37.4K
|
1.57K
$253K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-225- 1.88% |
$33.3K - $37.4K
|
11.7K
$1.9M
|