Purchases and Sales Made in Q1 2025 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.64K+ 3.66% |
$231K - $274K
|
46.5K
$7.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.61K+ 3.04% |
$225K - $268K
|
54.4K
$9.32M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.61K+ 2.8% |
$225K - $268K
|
59K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.6K+ 1.77% |
$225K - $267K
|
92.1K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.59K+ 3533.33% |
$223K - $265K
|
1.64K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.58KNew |
$222K - $264K
|
1.58K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.52K+ 12.02% |
$214K - $254K
|
14.2K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.52K+ 3.11% |
$214K - $254K
|
50.5K
$8.65M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.49K+ 110.16% |
$209K - $248K
|
2.84K
$486K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.49K+ 26.14% |
$209K - $248K
|
7.17K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.48K+ 5.32% |
$207K - $246K
|
29.2K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.46KNew |
$205K - $244K
|
1.46K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.46KNew |
$205K - $244K
|
1.46K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$205K - $243K
|
1.46K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.46K+ 0.25% |
$205K - $243K
|
584K
$100M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 5.87% |
$204K - $243K
|
26.3K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 2.69% |
$204K - $242K
|
55.4K
$9.49M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.45K+ 63.94% |
$203K - $241K
|
3.71K
$636K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 1.42% |
$202K - $240K
|
103K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.42K+ 46.76% |
$200K - $237K
|
4.46K
$765K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.35K+ 16.61% |
$190K - $226K
|
9.51K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.33K+ 84.23% |
$187K - $222K
|
2.91K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.33K+ 3.47% |
$186K - $221K
|
39.5K
$6.77M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.32K+ 101.54% |
$185K - $220K
|
2.62K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
1.28K+ 1.08% |
$179K - $213K
|
119K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.25K+ 54.17% |
$175K - $208K
|
3.55K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
1.24K+ 2.72% |
$175K - $207K
|
47K
$8.06M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.23K+ 4.18% |
$173K - $206K
|
30.7K
$5.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.16K+ 3.48% |
$163K - $194K
|
34.5K
$5.91M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.13K+ 21.08% |
$159K - $189K
|
6.51K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.13K+ 10.59% |
$159K - $189K
|
11.8K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.13K+ 5.39% |
$159K - $189K
|
22.1K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.13K+ 12.22% |
$158K - $188K
|
10.3K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1.12K+ 7.18% |
$158K - $187K
|
16.8K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 6.94% |
$157K - $186K
|
17.2K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.19% |
$155K - $184K
|
51.5K
$8.83M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.09K+ 7.38% |
$153K - $182K
|
15.9K
$2.72M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.07K+ 3.25% |
$150K - $178K
|
33.9K
$5.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.05K+ 9.98% |
$147K - $175K
|
11.6K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.03K+ 23.41% |
$145K - $172K
|
5.43K
$931K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.01K+ 9.6% |
$141K - $168K
|
11.5K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1K+ 19.15% |
$141K - $167K
|
6.23K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
993+ 5.31% |
$139K - $166K
|
19.7K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
990+ 54.85% |
$139K - $165K
|
2.8K
$479K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
955+ 10.82% |
$134K - $159K
|
9.78K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
951+ 11.78% |
$134K - $159K
|
9.03K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
938+ 12.39% |
$132K - $156K
|
8.51K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
938+ 1.79% |
$132K - $156K
|
53.2K
$9.13M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
928+ 9.27% |
$130K - $155K
|
10.9K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
917+ 1.14% |
$129K - $153K
|
81.4K
$13.9M
|