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 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
123+ 0.29% |
$18.2K - $20.4K
|
43.1K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
123+ 36.18% |
$18.2K - $20.4K
|
463
$74.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
121+ 1.97% |
$17.9K - $20.1K
|
6.27K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
119+ 5.15% |
$17.6K - $19.8K
|
2.43K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 1.19% |
$17.6K - $19.8K
|
10.1K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
116+ 4.86% |
$17.2K - $19.3K
|
2.5K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
113+ 3.9% |
$16.7K - $18.8K
|
3.01K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 6.97% |
$16.6K - $18.6K
|
1.72K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
111+ 0.13% |
$16.4K - $18.5K
|
88.3K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
105+ 2.92% |
$15.6K - $17.5K
|
3.7K
$598K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
103+ 0.19% |
$15.3K - $17.1K
|
55.3K
$8.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
101+ 3.35% |
$15K - $16.8K
|
3.12K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
97+ 0.99% |
$14.4K - $16.1K
|
9.94K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
93+ 6.94% |
$13.8K - $15.5K
|
1.43K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
91+ 84.26% |
$13.5K - $15.1K
|
199
$32.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
90+ 43.69% |
$13.3K - $15K
|
296
$47.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
89+ 0.2% |
$13.2K - $14.8K
|
45.1K
$7.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
88+ 4.63% |
$13K - $14.6K
|
1.99K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
85+ 0.57% |
$12.6K - $14.1K
|
15K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
82+ 4.45% |
$12.1K - $13.6K
|
1.93K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
79+ 1.08% |
$11.7K - $13.1K
|
7.4K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
73+ 1.69% |
$10.8K - $12.1K
|
4.4K
$711K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
69+ 4.53% |
$10.2K - $11.5K
|
1.59K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 0.24% |
$10.2K - $11.5K
|
28.7K
$4.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$9.93K - $11.1K
|
67
$10.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67+ 446.67% |
$9.93K - $11.1K
|
82
$13.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
63+ 1.29% |
$9.33K - $10.5K
|
4.95K
$800K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62+ 3.84% |
$9.18K - $10.3K
|
1.68K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
60+ 65.22% |
$8.89K - $9.97K
|
152
$24.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
56+ 0.09% |
$8.3K - $9.31K
|
62.6K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
55+ 1.39% |
$8.15K - $9.14K
|
4K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
55+ 0.42% |
$8.15K - $9.14K
|
13.1K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 0.09% |
$8K - $8.98K
|
59.5K
$9.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53+ 0.19% |
$7.85K - $8.81K
|
27.4K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
52New |
$7.7K - $8.64K
|
52
$8.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
51+ 11.75% |
$7.56K - $8.48K
|
485
$78.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
51+ 0.18% |
$7.56K - $8.48K
|
28.3K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
51+ 0.3% |
$7.56K - $8.48K
|
17.2K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 0.13% |
$7.41K - $8.31K
|
39.7K
$6.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
48+ 1.5% |
$7.11K - $7.98K
|
3.25K
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
47+ 1.08% |
$6.96K - $7.81K
|
4.41K
$713K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.92% |
$6.81K - $7.65K
|
5.06K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
45+ 0.24% |
$6.67K - $7.48K
|
18.7K
$3.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45New |
$6.67K - $7.48K
|
45
$7.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
44New |
$6.52K - $7.31K
|
44
$7.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
42New |
$6.22K - $6.98K
|
42
$6.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41+ 1.06% |
$6.07K - $6.82K
|
3.9K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 9.88% |
$6.07K - $6.82K
|
456
$73.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
40New |
$5.93K - $6.65K
|
40
$6.47K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
37+ 0.28% |
$5.48K - $6.15K
|
13K
$2.11M
|