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 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-942- 5.58% |
$115K - $163K
|
15.9K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.09K- 25.43% |
$133K - $188K
|
3.18K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.1K- 35.81% |
$135K - $190K
|
1.97K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.24K- 8.94% |
$152K - $215K
|
12.7K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.27K- 10.84% |
$155K - $220K
|
10.4K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.28K- 2.46% |
$156K - $221K
|
50.5K
$8.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.34K- 2.93% |
$164K - $232K
|
44.4K
$7.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.37K- 1.26% |
$168K - $238K
|
107K
$18.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.38K- 16.54% |
$170K - $240K
|
6.98K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.59K- 97.25% |
$195K - $275K
|
45
$7.71K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.69K- 7.12% |
$207K - $292K
|
22K
$3.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.85K- 0.94% |
$227K - $321K
|
195K
$33.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.05K- 11.9% |
$252K - $356K
|
15.2K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.14K- 24.11% |
$263K - $371K
|
6.75K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.48K- 11.66% |
$304K - $430K
|
18.8K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.69K- 28.33% |
$330K - $467K
|
6.81K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.13K- 55.91% |
$384K - $543K
|
2.47K
$423K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.44K- 64.52% |
$422K - $596K
|
1.89K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.62K- 5.59% |
$443K - $627K
|
61.1K
$10.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-3.69K- 20.81% |
$452K - $640K
|
14K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.31K- 20.75% |
$528K - $746K
|
16.4K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-4.31K- 12.5% |
$529K - $747K
|
30.2K
$5.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 2.58% |
$537K - $759K
|
165K
$28.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.47K- 19.12% |
$548K - $775K
|
18.9K
$3.24M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.09K- 6.15% |
$624K - $882K
|
77.8K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.25K- 10.83% |
$644K - $910K
|
43.2K
$7.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.27K- 31.84% |
$646K - $913K
|
11.3K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.19K- 77.85% |
$759K - $1.07M
|
1.76K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.67K- 13.6% |
$818K - $1.16M
|
42.4K
$7.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.49K- 11.2% |
$917K - $1.3M
|
59.3K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.53K- 15.35% |
$1.17M - $1.65M
|
52.5K
$9M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-10.8K- 10.48% |
$1.33M - $1.88M
|
92.6K
$15.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-19.3K- 59.5% |
$2.37M - $3.35M
|
13.2K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24K- 16.72% |
$2.94M - $4.15M
|
119K
$20.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29.9K- 29.0% |
$3.67M - $5.19M
|
73.3K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-30.7K- 32.19% |
$3.76M - $5.32M
|
64.7K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-99.2K- 10.27% |
$12.2M - $17.2M
|
867K
$149M
|