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 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
915+ 6.1% |
$129K - $153K
|
15.9K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
889+ 6.87% |
$125K - $148K
|
13.8K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
884+ 5.53% |
$124K - $147K
|
16.9K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
863+ 9.22% |
$121K - $144K
|
10.2K
$1.75M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
855+ 6.27% |
$120K - $143K
|
14.5K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
852+ 20.32% |
$120K - $142K
|
5.05K
$865K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
850+ 17.28% |
$119K - $142K
|
5.77K
$989K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
843+ 21.98% |
$118K - $141K
|
4.68K
$802K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
840+ 6.32% |
$118K - $140K
|
14.1K
$2.42M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
831+ 2.55% |
$117K - $139K
|
33.4K
$5.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
822+ 1.61% |
$115K - $137K
|
51.7K
$8.87M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
808New |
$113K - $135K
|
808
$138K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
797+ 4.36% |
$112K - $133K
|
19.1K
$3.27M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
794New |
$112K - $132K
|
794
$136K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
791+ 3.45% |
$111K - $132K
|
23.7K
$4.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
788+ 397.98% |
$111K - $131K
|
986
$169K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
780+ 21.61% |
$110K - $130K
|
4.39K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
773+ 1.82% |
$109K - $129K
|
43.3K
$7.42M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
750New |
$105K - $125K
|
750
$129K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
747+ 10.53% |
$105K - $125K
|
7.84K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
746+ 6.45% |
$105K - $124K
|
12.3K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
729+ 0.93% |
$102K - $122K
|
78.8K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
725+ 1.11% |
$102K - $121K
|
65.8K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
718+ 9.63% |
$101K - $120K
|
8.17K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
710+ 1.59% |
$99.7K - $118K
|
45.5K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
705+ 6.59% |
$99K - $118K
|
11.4K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
680+ 39.6% |
$95.5K - $113K
|
2.4K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
666+ 1.82% |
$93.5K - $111K
|
37.3K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
663+ 38.5% |
$93.1K - $111K
|
2.39K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
657+ 1.16% |
$92.3K - $110K
|
57.2K
$9.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
630+ 28.61% |
$88.5K - $105K
|
2.83K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
609+ 27.73% |
$85.5K - $102K
|
2.81K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
608+ 4.66% |
$85.4K - $101K
|
13.7K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
602+ 8.04% |
$84.5K - $100K
|
8.09K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
592+ 35.49% |
$83.1K - $98.7K
|
2.26K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
590+ 3.07% |
$82.9K - $98.4K
|
19.8K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
582+ 2.08% |
$81.7K - $97.1K
|
28.6K
$4.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
579+ 2.31% |
$81.3K - $96.6K
|
25.6K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
578+ 5.66% |
$81.2K - $96.4K
|
10.8K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
576+ 2.15% |
$80.9K - $96.1K
|
27.4K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
571+ 2.95% |
$80.2K - $95.2K
|
19.9K
$3.41M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
563+ 611.96% |
$79.1K - $93.9K
|
655
$112K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
562+ 2.44% |
$78.9K - $93.7K
|
23.5K
$4.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
562+ 4.1% |
$78.9K - $93.7K
|
14.3K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
545New |
$76.5K - $90.9K
|
545
$93.4K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
536+ 32.66% |
$75.3K - $89.4K
|
2.18K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
536+ 0.64% |
$75.3K - $89.4K
|
84.6K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
529+ 2.55% |
$74.3K - $88.2K
|
21.3K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
527+ 2.96% |
$74K - $87.9K
|
18.4K
$3.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
525+ 2.38% |
$73.7K - $87.6K
|
22.6K
$3.87M
|