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 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-979- 9.19% |
$145K - $163K
|
9.67K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-996- 2.54% |
$148K - $166K
|
38.2K
$6.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-999- 17.54% |
$148K - $166K
|
4.7K
$760K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.07K- 2.05% |
$158K - $178K
|
51K
$8.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 2.09% |
$159K - $178K
|
50.2K
$8.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.12K- 3.99% |
$166K - $186K
|
26.9K
$4.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.18K- 7.23% |
$174K - $195K
|
15.1K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.2K- 7.4% |
$178K - $199K
|
15K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.21K- 5.01% |
$179K - $201K
|
22.9K
$3.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.23K- 6.26% |
$183K - $205K
|
18.5K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.25K- 1.75% |
$185K - $208K
|
70.3K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.26K- 33.91% |
$187K - $209K
|
2.46K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.26K- 3.79% |
$187K - $210K
|
32K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 1.08% |
$205K - $230K
|
126K
$20.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.39K- 27.3% |
$206K - $231K
|
3.7K
$598K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.47K- 2.73% |
$217K - $244K
|
52.3K
$8.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 20.37% |
$225K - $253K
|
5.95K
$962K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 1.95% |
$227K - $255K
|
77.3K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.54K- 4.99% |
$228K - $256K
|
29.3K
$4.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 16.51% |
$230K - $258K
|
7.85K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.61K- 14.29% |
$239K - $268K
|
9.67K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.66K- 10.43% |
$246K - $276K
|
14.2K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.66K- 2.28% |
$246K - $276K
|
71.1K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.68K- 44.55% |
$249K - $280K
|
2.1K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 3.33% |
$250K - $280K
|
48.9K
$7.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.69K- 17.19% |
$251K - $281K
|
8.16K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.76K- 9.08% |
$260K - $292K
|
17.6K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.76K- 16.53% |
$261K - $293K
|
8.89K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.8K- 28.71% |
$267K - $299K
|
4.47K
$723K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.85K- 24.22% |
$274K - $307K
|
5.78K
$934K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.85K- 14.18% |
$274K - $308K
|
11.2K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.87K- 4.02% |
$277K - $311K
|
44.8K
$7.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.92K- 4.11% |
$284K - $319K
|
44.8K
$7.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.95K- 5.51% |
$288K - $323K
|
33.3K
$5.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.97K- 8.92% |
$291K - $327K
|
20.1K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2K- 13.45% |
$296K - $332K
|
12.8K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.01K- 6.34% |
$298K - $334K
|
29.7K
$4.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.03K- 6.45% |
$301K - $338K
|
29.5K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.05K- 2.39% |
$304K - $341K
|
83.9K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.06K- 4.31% |
$305K - $342K
|
45.7K
$7.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.12K- 8.6% |
$313K - $352K
|
22.5K
$3.63M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.13K- 1.07% |
$316K - $354K
|
197K
$31.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-2.15K- 6.67% |
$318K - $357K
|
30.1K
$4.86M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.17K- 2.05% |
$321K - $360K
|
104K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-2.22K- 2.27% |
$328K - $368K
|
95.4K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.22K- 2.8% |
$328K - $369K
|
76.9K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.32K- 10.34% |
$343K - $385K
|
20.1K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.37K- 52.68% |
$351K - $394K
|
2.13K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 14.05% |
$351K - $394K
|
14.5K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.42K- 4.88% |
$358K - $402K
|
47.1K
$7.61M
|