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 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
658+ 7.16% |
$80.7K - $114K
|
9.84K
$1.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
572+ 11.42% |
$70.1K - $99.1K
|
5.58K
$956K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
544+ 5.56% |
$66.7K - $94.3K
|
10.3K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
523+ 1.59% |
$64.1K - $90.6K
|
33.5K
$5.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
441+ 3.79% |
$54.1K - $76.4K
|
12.1K
$2.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
438+ 11.62% |
$53.7K - $75.9K
|
4.21K
$721K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
420+ 6.74% |
$51.5K - $72.8K
|
6.65K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
329+ 4.98% |
$40.3K - $57K
|
6.93K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
326+ 2.29% |
$40K - $56.5K
|
14.6K
$2.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
312+ 7.93% |
$38.2K - $54.1K
|
4.25K
$728K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
281+ 14.31% |
$34.4K - $48.7K
|
2.24K
$385K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
270+ 0.89% |
$33.1K - $46.8K
|
30.7K
$5.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
235New |
$28.8K - $40.7K
|
235
$40.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
218+ 12.35% |
$26.7K - $37.8K
|
1.98K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
215+ 1.28% |
$26.4K - $37.3K
|
17K
$2.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
211+ 128.66% |
$25.9K - $36.6K
|
375
$64.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
186+ 1.54% |
$22.8K - $32.2K
|
12.3K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
164+ 2.45% |
$20.1K - $28.4K
|
6.85K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
163+ 6.07% |
$20K - $28.2K
|
2.85K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
129+ 6.42% |
$15.8K - $22.4K
|
2.14K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
94+ 0.67% |
$11.5K - $16.3K
|
14.1K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
80+ 0.14% |
$9.81K - $13.9K
|
59.1K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
79+ 0.95% |
$9.68K - $13.7K
|
8.4K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
60+ 31.58% |
$7.35K - $10.4K
|
250
$42.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
42+ 0.64% |
$5.15K - $7.28K
|
6.57K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
35+ 1.82% |
$4.29K - $6.06K
|
1.95K
$335K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
30+ 1.99% |
$3.68K - $5.2K
|
1.54K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
19New |
$2.33K - $3.29K
|
19
$3.26K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
14+ 0.64% |
$1.72K - $2.43K
|
2.21K
$378K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.05% |
$1.59K - $2.25K
|
24.4K
$4.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7+ 15.56% |
$858 - $1.21K
|
52
$8.91K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$245 - $347
|
3.44K
$589K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.07% |
$245 - $347
|
2.94K
$505K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.09% |
$245 - $347
|
2.14K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$123 - $173
|
5.72K
$980K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.05% |
$123 - $173
|
1.87K
$321K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$123 - $173
|
2.33K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-3- 0.13% |
$368 - $520
|
2.33K
$399K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6- 0.29% |
$735 - $1.04K
|
2.07K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 7.41% |
$735 - $1.04K
|
75
$12.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-13- 0.28% |
$1.59K - $2.25K
|
4.68K
$802K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-14- 0.55% |
$1.72K - $2.43K
|
2.54K
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-14- 0.42% |
$1.72K - $2.43K
|
3.35K
$574K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 1.13% |
$1.84K - $2.6K
|
1.31K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-20- 0.41% |
$2.45K - $3.47K
|
4.8K
$823K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-29- 0.26% |
$3.55K - $5.02K
|
11.1K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-36- 0.44% |
$4.41K - $6.24K
|
8.14K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-37- 30.08% |
$4.54K - $6.41K
|
86
$14.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-41- 5.93% |
$5.03K - $7.1K
|
650
$111K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-41- 1.75% |
$5.03K - $7.1K
|
2.3K
$394K
|