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 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-50- 36.5% |
$6.13K - $8.66K
|
87
$14.9K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-51- 0.55% |
$6.25K - $8.84K
|
9.28K
$1.59M
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-53- 0.4% |
$6.5K - $9.18K
|
13K
$2.23M
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-59- 1.16% |
$7.23K - $10.2K
|
5.03K
$863K
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-62- 1.85% |
$7.6K - $10.7K
|
3.29K
$564K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-62- 2.67% |
$7.6K - $10.7K
|
2.26K
$387K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-67- 2.05% |
$8.21K - $11.6K
|
3.2K
$549K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-69- 3.19% |
$8.46K - $12K
|
2.1K
$359K
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-70- 9.36% |
$8.58K - $12.1K
|
678
$116K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-80- 28.57% |
$9.81K - $13.9K
|
200
$34.3K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-92- 2.2% |
$11.3K - $15.9K
|
4.09K
$700K
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 2.23% |
$12.3K - $17.3K
|
4.38K
$750K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-110- 1.82% |
$13.5K - $19.1K
|
5.94K
$1.02M
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-131- 3.65% |
$16.1K - $22.7K
|
3.46K
$592K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-150- 1.27% |
$18.4K - $26K
|
11.7K
$2M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-160- 6.94% |
$19.6K - $27.7K
|
2.15K
$368K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160- 2.17% |
$19.6K - $27.7K
|
7.22K
$1.24M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-163- 3.82% |
$20K - $28.2K
|
4.11K
$704K
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-189- 5.5% |
$23.2K - $32.7K
|
3.25K
$557K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-190- 0.91% |
$23.3K - $32.9K
|
20.7K
$3.55M
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-192- 30.77% |
$23.5K - $33.3K
|
432
$74K
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-194- 11.32% |
$23.8K - $33.6K
|
1.52K
$260K
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-201- 1.68% |
$24.6K - $34.8K
|
11.8K
$2.02M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-212- 1.43% |
$26K - $36.7K
|
14.6K
$2.5M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-215- 1.16% |
$26.4K - $37.3K
|
18.3K
$3.14M
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-220- 25.76% |
$27K - $38.1K
|
634
$109K
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-240- 64.0% |
$29.4K - $41.6K
|
135
$23.1K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-255- 3.56% |
$31.3K - $44.2K
|
6.91K
$1.18M
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-277- 14.14% |
$34K - $48K
|
1.68K
$288K
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-322- 14.84% |
$39.5K - $55.8K
|
1.85K
$317K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-350- 1.33% |
$42.9K - $60.6K
|
26K
$4.46M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-355- 6.29% |
$43.5K - $61.5K
|
5.29K
$907K
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-390- 3.25% |
$47.8K - $67.6K
|
11.6K
$1.99M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-419- 3.53% |
$51.4K - $72.6K
|
11.5K
$1.96M
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-422- 1.52% |
$51.7K - $73.1K
|
27.3K
$4.69M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-473- 3.26% |
$58K - $82K
|
14K
$2.4M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-478- 4.67% |
$58.6K - $82.8K
|
9.76K
$1.67M
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-535- 0.48% |
$65.6K - $92.7K
|
111K
$19.1M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-543- 6.71% |
$66.6K - $94.1K
|
7.55K
$1.29M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-560- 1.08% |
$68.6K - $97K
|
51.5K
$8.82M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-595- 3.35% |
$72.9K - $103K
|
17.2K
$2.94M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-611- 15.75% |
$74.9K - $106K
|
3.27K
$560K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-662- 19.99% |
$81.1K - $115K
|
2.65K
$454K
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-718- 6.85% |
$88K - $124K
|
9.76K
$1.67M
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-730- 5.04% |
$89.5K - $126K
|
13.7K
$2.36M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-733- 2.04% |
$89.8K - $127K
|
35.2K
$6.03M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-775- 28.14% |
$95K - $134K
|
1.98K
$339K
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-815- 22.03% |
$99.9K - $141K
|
2.89K
$494K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-923- 7.93% |
$113K - $160K
|
10.7K
$1.84M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-929- 14.38% |
$114K - $161K
|
5.53K
$948K
|