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 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
225+ 2.92% |
$33.3K - $37.4K
|
7.94K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
224+ 3.03% |
$33.2K - $37.2K
|
7.61K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
222+ 12.15% |
$32.9K - $36.9K
|
2.05K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
213+ 2.37% |
$31.6K - $35.4K
|
9.2K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
206+ 9.92% |
$30.5K - $34.2K
|
2.28K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
199+ 8.57% |
$29.5K - $33.1K
|
2.52K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
198+ 4.0% |
$29.3K - $32.9K
|
5.15K
$796K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197+ 0.18% |
$29.2K - $32.7K
|
108K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
196+ 11.24% |
$29K - $32.6K
|
1.94K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
190+ 0.77% |
$28.1K - $31.6K
|
24.8K
$3.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
189+ 11.67% |
$28K - $31.4K
|
1.81K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
188+ 12.15% |
$27.9K - $31.3K
|
1.74K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
186+ 0.61% |
$27.6K - $30.9K
|
30.7K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
185+ 0.71% |
$27.4K - $30.8K
|
26.1K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
184+ 1.55% |
$27.3K - $30.6K
|
12K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
175+ 63.41% |
$25.9K - $29.1K
|
451
$69.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
167+ 17.84% |
$24.7K - $27.8K
|
1.1K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
152+ 8.32% |
$22.5K - $25.3K
|
1.98K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 6.72% |
$22.2K - $24.9K
|
2.38K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
142+ 0.76% |
$21K - $23.6K
|
18.9K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
141+ 6.25% |
$20.9K - $23.4K
|
2.4K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
137+ 6.33% |
$20.3K - $22.8K
|
2.3K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
136+ 0.5% |
$20.1K - $22.6K
|
27.6K
$4.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
124+ 1.04% |
$18.4K - $20.6K
|
12K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
124+ 0.75% |
$18.4K - $20.6K
|
16.6K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
123+ 0.29% |
$18.2K - $20.4K
|
43.1K
$6.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
123+ 36.18% |
$18.2K - $20.4K
|
463
$71.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
121+ 1.97% |
$17.9K - $20.1K
|
6.27K
$969K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
119+ 5.15% |
$17.6K - $19.8K
|
2.43K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 1.19% |
$17.6K - $19.8K
|
10.1K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
116+ 4.86% |
$17.2K - $19.3K
|
2.5K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
113+ 3.9% |
$16.7K - $18.8K
|
3.01K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 6.97% |
$16.6K - $18.6K
|
1.72K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
111+ 0.13% |
$16.4K - $18.5K
|
88.3K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
105+ 2.92% |
$15.6K - $17.5K
|
3.7K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
103+ 0.19% |
$15.3K - $17.1K
|
55.3K
$8.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
101+ 3.35% |
$15K - $16.8K
|
3.12K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
97+ 0.99% |
$14.4K - $16.1K
|
9.94K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
93+ 6.94% |
$13.8K - $15.5K
|
1.43K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
91+ 84.26% |
$13.5K - $15.1K
|
199
$30.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
90+ 43.69% |
$13.3K - $15K
|
296
$45.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
89+ 0.2% |
$13.2K - $14.8K
|
45.1K
$6.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
88+ 4.63% |
$13K - $14.6K
|
1.99K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
85+ 0.57% |
$12.6K - $14.1K
|
15K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
82+ 4.45% |
$12.1K - $13.6K
|
1.93K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
79+ 1.08% |
$11.7K - $13.1K
|
7.4K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
73+ 1.69% |
$10.8K - $12.1K
|
4.4K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 0.24% |
$10.2K - $11.5K
|
28.7K
$4.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
69+ 4.53% |
$10.2K - $11.5K
|
1.59K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$9.93K - $11.1K
|
67
$10.4K
|