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 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-685- 6.22% |
$101K - $114K
|
10.3K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-698- 3.68% |
$103K - $116K
|
18.2K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-699- 6.62% |
$104K - $116K
|
9.86K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-705- 29.05% |
$104K - $117K
|
1.72K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-705- 10.46% |
$104K - $117K
|
6.04K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-711- 1.54% |
$105K - $118K
|
45.4K
$7.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-722- 2.62% |
$107K - $120K
|
26.8K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-730- 5.8% |
$108K - $121K
|
11.9K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-738- 22.03% |
$109K - $123K
|
2.61K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-741- 4.23% |
$110K - $123K
|
16.8K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-767- 5.53% |
$114K - $127K
|
13.1K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-782- 3.44% |
$116K - $130K
|
22K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-790- 3.56% |
$117K - $131K
|
21.4K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-800- 5.03% |
$119K - $133K
|
15.1K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-800- 15.09% |
$119K - $133K
|
4.5K
$696K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-856- 23.45% |
$127K - $142K
|
2.79K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-887- 2.29% |
$131K - $147K
|
37.9K
$5.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-912- 13.41% |
$135K - $152K
|
5.89K
$911K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-914- 5.87% |
$135K - $152K
|
14.7K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-931- 1.75% |
$138K - $155K
|
52.3K
$8.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-933- 4.97% |
$138K - $155K
|
17.8K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-944- 2.84% |
$140K - $157K
|
32.2K
$4.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-979- 9.19% |
$145K - $163K
|
9.67K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-996- 2.54% |
$148K - $166K
|
38.2K
$5.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-999- 17.54% |
$148K - $166K
|
4.7K
$727K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.07K- 2.05% |
$158K - $178K
|
51K
$7.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 2.09% |
$159K - $178K
|
50.2K
$7.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.12K- 3.99% |
$166K - $186K
|
26.9K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.18K- 7.23% |
$174K - $195K
|
15.1K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.2K- 7.4% |
$178K - $199K
|
15K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.21K- 5.01% |
$179K - $201K
|
22.9K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.23K- 6.26% |
$183K - $205K
|
18.5K
$2.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.25K- 1.75% |
$185K - $208K
|
70.3K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.26K- 33.91% |
$187K - $209K
|
2.46K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.26K- 3.79% |
$187K - $210K
|
32K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 1.08% |
$205K - $230K
|
126K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.39K- 27.3% |
$206K - $231K
|
3.7K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 20.37% |
$225K - $253K
|
5.95K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 1.95% |
$227K - $255K
|
77.3K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.54K- 4.99% |
$228K - $256K
|
29.3K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 16.51% |
$230K - $258K
|
7.85K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.61K- 14.29% |
$239K - $268K
|
9.67K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.66K- 10.43% |
$246K - $276K
|
14.2K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.66K- 2.28% |
$246K - $276K
|
71.1K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.68K- 44.55% |
$249K - $280K
|
2.1K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 3.33% |
$250K - $280K
|
48.9K
$7.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.69K- 17.19% |
$251K - $281K
|
8.16K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.76K- 9.08% |
$260K - $292K
|
17.6K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.76K- 16.53% |
$261K - $293K
|
8.89K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.8K- 28.71% |
$267K - $299K
|
4.47K
$691K
|