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 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.45K- 4.4% |
$660K - $740K
|
96.7K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-4.5K- 2.15% |
$666K - $748K
|
204K
$31.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.62K- 4.48% |
$684K - $768K
|
98.4K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 4.55% |
$688K - $771K
|
97.3K
$15M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.73K- 6.23% |
$701K - $786K
|
71.2K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.75K- 20.27% |
$704K - $790K
|
18.7K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.77K- 16.43% |
$706K - $792K
|
24.3K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.98K- 0.08% |
$737K - $827K
|
5.85M
$905M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.02K- 8.57% |
$743K - $834K
|
53.5K
$8.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.05K- 8.56% |
$748K - $839K
|
53.9K
$8.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.19K- 1.32% |
$769K - $863K
|
389K
$60.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.32K- 34.51% |
$788K - $884K
|
10.1K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.37K- 5.04% |
$796K - $893K
|
101K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.42K- 37.24% |
$803K - $901K
|
9.14K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.68K- 28.88% |
$841K - $944K
|
14K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.71K- 43.43% |
$846K - $949K
|
7.43K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.91K- 6.56% |
$875K - $982K
|
84.1K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-6.02K- 1.67% |
$892K - $1M
|
354K
$54.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.56K- 13.72% |
$972K - $1.09M
|
41.3K
$6.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.82K- 5.72% |
$1.01M - $1.13M
|
112K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.04K- 5.92% |
$1.04M - $1.17M
|
112K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.28K- 99.9% |
$1.08M - $1.21M
|
7
$1.08K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.36K- 7.52% |
$1.09M - $1.22M
|
90.5K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.52K- 9.63% |
$1.11M - $1.25M
|
70.5K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.52K- 13.76% |
$1.11M - $1.25M
|
47.1K
$7.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.62K- 4.79% |
$1.13M - $1.27M
|
152K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-8.11K- 3.0% |
$1.2M - $1.35M
|
262K
$40.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.8K- 12.98% |
$1.3M - $1.46M
|
59K
$9.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.49K- 4.88% |
$1.41M - $1.58M
|
185K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.5K- 74.7% |
$1.71M - $1.92M
|
3.91K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.9K- 43.41% |
$1.76M - $1.97M
|
15.5K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.9K- 23.16% |
$1.9M - $2.14M
|
42.7K
$6.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13.8K- 18.75% |
$2.04M - $2.29M
|
59.6K
$9.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.9K- 2.56% |
$2.36M - $2.65M
|
608K
$94M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-17K- 16.06% |
$2.52M - $2.82M
|
88.8K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.2K- 0.88% |
$2.56M - $2.87M
|
1.95M
$302M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.7K- 4.88% |
$2.62M - $2.94M
|
345K
$53.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.8K- 18.09% |
$2.63M - $2.95M
|
80.4K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18.5K- 89.01% |
$2.73M - $3.07M
|
2.28K
$352K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.5K- 70.1% |
$2.74M - $3.07M
|
7.88K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.9K- 35.72% |
$2.8M - $3.14M
|
34K
$5.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-18.9K- 38.08% |
$2.8M - $3.14M
|
30.7K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19K- 10.51% |
$2.82M - $3.16M
|
162K
$25M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.1K- 1.5% |
$2.83M - $3.18M
|
1.25M
$194M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20.4K- 96.34% |
$3.02M - $3.39M
|
775
$120K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 33.25% |
$3.13M - $3.51M
|
42.4K
$6.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-21.6K- 63.09% |
$3.21M - $3.6M
|
12.7K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.9K- 99.98% |
$3.24M - $3.63M
|
4
$619
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.6K- 66.22% |
$3.5M - $3.92M
|
12K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.1K- 2.18% |
$3.57M - $4M
|
1.08M
$167M
|