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
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-235- 7.73% |
$34.8K - $39.1K
|
2.81K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-247- 0.67% |
$36.6K - $41.1K
|
36.6K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-252- 4.48% |
$37.3K - $41.9K
|
5.37K
$869K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-255- 3.56% |
$37.8K - $42.4K
|
6.91K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-256- 12.88% |
$37.9K - $42.6K
|
1.73K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-259- 6.47% |
$38.4K - $43.1K
|
3.75K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-266- 1.09% |
$39.4K - $44.2K
|
24.1K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-270- 14.33% |
$40K - $44.9K
|
1.61K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-279- 3.59% |
$41.3K - $46.4K
|
7.49K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-284- 1.12% |
$42.1K - $47.2K
|
25K
$4.05M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-295- 2.02% |
$43.7K - $49K
|
14.3K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-296- 0.58% |
$43.8K - $49.2K
|
50.9K
$8.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-297- 3.08% |
$44K - $49.4K
|
9.35K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-297- 4.3% |
$44K - $49.4K
|
6.62K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-297- 1.38% |
$44K - $49.4K
|
21.2K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-300- 11.13% |
$44.4K - $49.9K
|
2.4K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-304- 12.14% |
$45K - $50.5K
|
2.2K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-305- 12.78% |
$45.2K - $50.7K
|
2.08K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-315- 26.18% |
$46.7K - $52.4K
|
888
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-318- 1.25% |
$47.1K - $52.9K
|
25K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-318- 9.46% |
$47.1K - $52.9K
|
3.04K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-322- 11.73% |
$47.7K - $53.5K
|
2.42K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-335- 6.02% |
$49.6K - $55.7K
|
5.23K
$845K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-343- 2.12% |
$50.8K - $57K
|
15.8K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-344- 10.41% |
$51K - $57.2K
|
2.96K
$478K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-346- 2.46% |
$51.3K - $57.5K
|
13.7K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-360- 14.41% |
$53.3K - $59.8K
|
2.14K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-362- 14.82% |
$53.6K - $60.2K
|
2.08K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-373- 21.92% |
$55.3K - $62K
|
1.33K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-373- 12.95% |
$55.3K - $62K
|
2.51K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-374- 6.01% |
$55.4K - $62.2K
|
5.85K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-375- 1.78% |
$55.6K - $62.3K
|
20.7K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-377- 1.06% |
$55.8K - $62.7K
|
35.3K
$5.71M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-383- 2.5% |
$56.7K - $63.7K
|
14.9K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-397- 10.11% |
$58.8K - $66K
|
3.53K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-400- 3.96% |
$59.3K - $66.5K
|
9.7K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-410- 4.11% |
$60.7K - $68.2K
|
9.57K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-413- 2.15% |
$61.2K - $68.7K
|
18.8K
$3.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-418- 0.79% |
$61.9K - $69.5K
|
52.2K
$8.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-426- 12.62% |
$63.1K - $70.8K
|
2.95K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-430- 23.98% |
$63.7K - $71.5K
|
1.36K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-434- 4.19% |
$64.3K - $72.1K
|
9.93K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-448- 3.66% |
$66.4K - $74.5K
|
11.8K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-449- 2.98% |
$66.5K - $74.6K
|
14.6K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-451- 5.6% |
$66.8K - $75K
|
7.61K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-454- 2.77% |
$67.3K - $75.5K
|
15.9K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-455- 1.59% |
$67.4K - $75.6K
|
28.1K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-456- 46.2% |
$67.6K - $75.8K
|
531
$85.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-456- 1.75% |
$67.6K - $75.8K
|
25.6K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-456- 2.3% |
$67.6K - $75.8K
|
19.4K
$3.14M
|