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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
319+ 17.71% |
$47.3K - $53K
|
2.12K
$343K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
316+ 12.25% |
$46.8K - $52.5K
|
2.9K
$468K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
304+ 1.08% |
$45K - $50.5K
|
28.3K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300New |
$44.4K - $49.9K
|
300
$48.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
298+ 0.57% |
$44.1K - $49.5K
|
52.6K
$8.51M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
296+ 1.89% |
$43.8K - $49.2K
|
16K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
295+ 21.49% |
$43.7K - $49K
|
1.67K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
289+ 3.92% |
$42.8K - $48K
|
7.66K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
282+ 0.99% |
$41.8K - $46.9K
|
28.6K
$4.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
281+ 10.21% |
$41.6K - $46.7K
|
3.03K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
277+ 14.24% |
$41K - $46K
|
2.22K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
271+ 41.82% |
$40.1K - $45K
|
919
$149K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
260+ 1.92% |
$38.5K - $43.2K
|
13.8K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
257+ 3.5% |
$38.1K - $42.7K
|
7.6K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
257+ 1.62% |
$38.1K - $42.7K
|
16.1K
$2.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
255+ 13.29% |
$37.8K - $42.4K
|
2.17K
$352K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
254+ 6.54% |
$37.6K - $42.2K
|
4.14K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
250+ 183.82% |
$37K - $41.6K
|
386
$62.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
250+ 7.91% |
$37K - $41.6K
|
3.41K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
249+ 7.41% |
$36.9K - $41.4K
|
3.61K
$584K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
248New |
$36.7K - $41.2K
|
248
$40.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
244+ 12.09% |
$36.1K - $40.6K
|
2.26K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
242+ 17.91% |
$35.8K - $40.2K
|
1.59K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
241+ 6.79% |
$35.7K - $40.1K
|
3.79K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
233+ 16.15% |
$34.5K - $38.7K
|
1.68K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
225+ 2.92% |
$33.3K - $37.4K
|
7.94K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
224+ 3.03% |
$33.2K - $37.2K
|
7.61K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
222+ 12.15% |
$32.9K - $36.9K
|
2.05K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
213+ 2.37% |
$31.6K - $35.4K
|
9.2K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
206+ 9.92% |
$30.5K - $34.2K
|
2.28K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
199+ 8.57% |
$29.5K - $33.1K
|
2.52K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
198+ 4.0% |
$29.3K - $32.9K
|
5.15K
$833K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197+ 0.18% |
$29.2K - $32.7K
|
108K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
196+ 11.24% |
$29K - $32.6K
|
1.94K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
190+ 0.77% |
$28.1K - $31.6K
|
24.8K
$4.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
189+ 11.67% |
$28K - $31.4K
|
1.81K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
188+ 12.15% |
$27.9K - $31.3K
|
1.74K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
186+ 0.61% |
$27.6K - $30.9K
|
30.7K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
185+ 0.71% |
$27.4K - $30.8K
|
26.1K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
184+ 1.55% |
$27.3K - $30.6K
|
12K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
175+ 63.41% |
$25.9K - $29.1K
|
451
$72.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
167+ 17.84% |
$24.7K - $27.8K
|
1.1K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
152+ 8.32% |
$22.5K - $25.3K
|
1.98K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 6.72% |
$22.2K - $24.9K
|
2.38K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
142+ 0.76% |
$21K - $23.6K
|
18.9K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
141+ 6.25% |
$20.9K - $23.4K
|
2.4K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
137+ 6.33% |
$20.3K - $22.8K
|
2.3K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
136+ 0.5% |
$20.1K - $22.6K
|
27.6K
$4.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
124+ 1.04% |
$18.4K - $20.6K
|
12K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
124+ 0.75% |
$18.4K - $20.6K
|
16.6K
$2.68M
|