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
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.85K- 24.22% |
$274K - $307K
|
5.78K
$894K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.85K- 14.18% |
$274K - $308K
|
11.2K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.87K- 4.02% |
$277K - $311K
|
44.8K
$6.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.92K- 4.11% |
$284K - $319K
|
44.8K
$6.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.95K- 5.51% |
$288K - $323K
|
33.3K
$5.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.97K- 8.92% |
$291K - $327K
|
20.1K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2K- 13.45% |
$296K - $332K
|
12.8K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.01K- 6.34% |
$298K - $334K
|
29.7K
$4.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.03K- 6.45% |
$301K - $338K
|
29.5K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.05K- 2.39% |
$304K - $341K
|
83.9K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.06K- 4.31% |
$305K - $342K
|
45.7K
$7.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.12K- 8.6% |
$313K - $352K
|
22.5K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.13K- 1.07% |
$316K - $354K
|
197K
$30.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-2.15K- 6.67% |
$318K - $357K
|
30.1K
$4.65M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.17K- 2.05% |
$321K - $360K
|
104K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-2.22K- 2.27% |
$328K - $368K
|
95.4K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.22K- 2.8% |
$328K - $369K
|
76.9K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.32K- 10.34% |
$343K - $385K
|
20.1K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.37K- 52.68% |
$351K - $394K
|
2.13K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 14.05% |
$351K - $394K
|
14.5K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.42K- 4.88% |
$358K - $402K
|
47.1K
$7.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.42K- 18.44% |
$358K - $402K
|
10.7K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.5K- 26.7% |
$370K - $416K
|
6.86K
$1.06M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.51K- 9.13% |
$372K - $418K
|
25K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.61K- 1.5% |
$387K - $434K
|
171K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.66K- 4.03% |
$394K - $443K
|
63.4K
$9.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.72K- 6.02% |
$403K - $452K
|
42.5K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.79K- 4.82% |
$413K - $463K
|
55K
$8.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.93K- 4.52% |
$435K - $488K
|
61.9K
$9.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.02K- 6.09% |
$447K - $502K
|
46.5K
$7.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-3.02K- 7.07% |
$447K - $502K
|
39.7K
$6.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.09K- 2.6% |
$458K - $514K
|
116K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-3.19K- 16.0% |
$473K - $530K
|
16.8K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.19K- 3.93% |
$473K - $531K
|
78K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.25K- 7.09% |
$482K - $541K
|
42.6K
$6.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.43K- 4.73% |
$508K - $571K
|
69.2K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.64K- 16.2% |
$540K - $606K
|
18.9K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.67K- 7.26% |
$544K - $610K
|
46.9K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3.67K- 12.87% |
$544K - $610K
|
24.9K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.67K- 21.08% |
$544K - $611K
|
13.8K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.81K- 24.5% |
$564K - $633K
|
11.7K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.88K- 1.51% |
$574K - $645K
|
253K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.88K- 6.74% |
$575K - $645K
|
53.7K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.95K- 37.83% |
$585K - $657K
|
6.49K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.01K- 5.8% |
$594K - $667K
|
65.1K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.03K- 38.99% |
$597K - $670K
|
6.3K
$975K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.04K- 5.51% |
$599K - $672K
|
69.3K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 2.96% |
$610K - $685K
|
135K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-4.15K- 29.98% |
$614K - $689K
|
9.68K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.19K- 5.48% |
$621K - $697K
|
72.3K
$11.2M
|