Purchases and Sales Made in Q2 2025 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110KNew |
$13.5M - $19.1M
|
110K
$18.9M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35K+ 183.66% |
$4.29M - $6.07M
|
54.1K
$9.27M
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
23.1K+ 31.33% |
$2.83M - $4M
|
96.8K
$16.6M
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
20.4KNew |
$2.5M - $3.54M
|
20.4K
$3.5M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
16.8K+ 50.47% |
$2.07M - $2.92M
|
50.2K
$8.61M
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
14.3K+ 728.58% |
$1.75M - $2.47M
|
16.2K
$2.78M
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
12.2K+ 33.29% |
$1.49M - $2.11M
|
48.8K
$8.36M
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
11.3K+ 10.96% |
$1.38M - $1.95M
|
114K
$19.5M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
10.3K+ 13.49% |
$1.26M - $1.78M
|
86.3K
$14.8M
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
9.8KNew |
$1.2M - $1.7M
|
9.8K
$1.68M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.39K+ 25.05% |
$1.15M - $1.63M
|
46.9K
$8.04M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.03K+ 20.35% |
$1.11M - $1.56M
|
53.4K
$9.15M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.71K+ 1.4% |
$1.07M - $1.51M
|
630K
$108M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8.32KNew |
$1.02M - $1.44M
|
8.32K
$1.43M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.04K+ 40.2% |
$741K - $1.05M
|
21.1K
$3.61M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
6.01KNew |
$737K - $1.04M
|
6.01K
$1.03M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.08K+ 8.8% |
$500K - $707K
|
50.4K
$8.64M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.42KNew |
$297K - $419K
|
2.42K
$415K
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.24KNew |
$274K - $388K
|
2.24K
$383K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.21K+ 30.56% |
$270K - $382K
|
9.42K
$1.62M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.02K+ 7.17% |
$247K - $350K
|
30.2K
$5.17M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.96K+ 11.33% |
$240K - $339K
|
19.2K
$3.3M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.74K+ 11.28% |
$214K - $302K
|
17.2K
$2.95M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.69K+ 215.33% |
$207K - $292K
|
2.47K
$423K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 34.01% |
$192K - $272K
|
6.18K
$1.06M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.55KNew |
$190K - $268K
|
1.55K
$265K
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$185K - $261K
|
1.51K
$258K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42KNew |
$174K - $246K
|
1.42K
$243K
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.39KNew |
$171K - $241K
|
1.39K
$239K
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.39KNew |
$170K - $241K
|
1.39K
$238K
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.37KNew |
$168K - $238K
|
1.37K
$235K
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.36KNew |
$167K - $236K
|
1.36K
$233K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.35K+ 12.34% |
$165K - $234K
|
12.3K
$2.11M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.32KNew |
$162K - $229K
|
1.32K
$226K
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
1.31KNew |
$160K - $227K
|
1.31K
$224K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.28KNew |
$157K - $222K
|
1.28K
$219K
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.27KNew |
$156K - $220K
|
1.27K
$218K
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.22KNew |
$150K - $211K
|
1.22K
$209K
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.2KNew |
$148K - $209K
|
1.2K
$206K
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.2KNew |
$147K - $208K
|
1.2K
$206K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$145K - $204K
|
1.18K
$202K
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$144K - $203K
|
1.17K
$201K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.17KNew |
$143K - $202K
|
1.17K
$200K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.16KNew |
$143K - $202K
|
1.16K
$199K
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
987+ 41.91% |
$121K - $171K
|
3.34K
$573K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
832+ 9.62% |
$102K - $144K
|
9.48K
$1.62M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
799+ 2.67% |
$97.9K - $138K
|
30.7K
$5.27M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
726+ 0.64% |
$89K - $126K
|
114K
$19.6M
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
706+ 17.29% |
$86.5K - $122K
|
4.79K
$821K
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
696+ 1.28% |
$85.3K - $121K
|
55.1K
$9.44M
|