Purchases and Sales Made in Q4 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61MNew |
$238M - $267M
|
1.61M
$258M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
497K+ 54.8% |
$73.6M - $82.6M
|
1.4M
$225M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
240KNew |
$35.6M - $39.9M
|
240K
$38.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95.7KNew |
$14.2M - $15.9M
|
95.7K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
62.3K+ 154.44% |
$9.23M - $10.4M
|
103K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
57.4KNew |
$8.51M - $9.55M
|
57.4K
$9.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52.8KNew |
$7.82M - $8.78M
|
52.8K
$8.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
42.6K+ 1170.24% |
$6.31M - $7.08M
|
46.3K
$7.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
40.8KNew |
$6.04M - $6.78M
|
40.8K
$6.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
40.3K+ 93.53% |
$5.97M - $6.7M
|
83.4K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
36.6KNew |
$5.42M - $6.08M
|
36.6K
$5.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
36.4KNew |
$5.39M - $6.05M
|
36.4K
$5.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.3K+ 45.83% |
$4.79M - $5.38M
|
103K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31KNew |
$4.59M - $5.15M
|
31K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.3K+ 9.1% |
$4.34M - $4.87M
|
351K
$56.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.6K+ 9.38% |
$4.24M - $4.76M
|
334K
$53.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
26.7KNew |
$3.96M - $4.44M
|
26.7K
$4.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
22.4KNew |
$3.32M - $3.72M
|
22.4K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22.2KNew |
$3.3M - $3.7M
|
22.2K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.6K+ 212.6% |
$3.05M - $3.42M
|
30.3K
$4.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20.5K+ 154.95% |
$3.03M - $3.4M
|
33.7K
$5.4M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
19KNew |
$2.82M - $3.16M
|
19K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.9K+ 131.81% |
$2.8M - $3.14M
|
33.3K
$5.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.4K+ 2.01% |
$2.72M - $3.06M
|
932K
$149M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
16.7K+ 26.45% |
$2.47M - $2.77M
|
79.7K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.1K+ 3.95% |
$2.38M - $2.67M
|
423K
$67.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
15.7KNew |
$2.33M - $2.61M
|
15.7K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$2.32M - $2.6M
|
15.7K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.5K+ 52.58% |
$2.15M - $2.41M
|
42.2K
$6.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.2K+ 111.83% |
$2.1M - $2.35M
|
26.8K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 1.59% |
$2.03M - $2.27M
|
873K
$140M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.2KNew |
$1.96M - $2.19M
|
13.2K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13.1KNew |
$1.94M - $2.18M
|
13.1K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 237.39% |
$1.86M - $2.09M
|
17.9K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12K+ 3.44% |
$1.78M - $2M
|
362K
$58.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
10.7K+ 28.93% |
$1.59M - $1.78M
|
47.7K
$7.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$1.56M - $1.75M
|
10.6K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.5K+ 73.82% |
$1.55M - $1.74M
|
24.6K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.2K+ 64.66% |
$1.51M - $1.7M
|
26K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.99K+ 10.76% |
$1.48M - $1.66M
|
103K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.79KNew |
$1.45M - $1.63M
|
9.79K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
9.71KNew |
$1.44M - $1.61M
|
9.71K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.53K+ 20.28% |
$1.41M - $1.58M
|
56.5K
$9.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8.58KNew |
$1.27M - $1.43M
|
8.58K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
8.45K+ 300.0% |
$1.25M - $1.4M
|
11.3K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.37K+ 19.9% |
$1.24M - $1.39M
|
50.4K
$8.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
8.3KNew |
$1.23M - $1.38M
|
8.3K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.22K+ 166.98% |
$1.22M - $1.37M
|
13.1K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.76KNew |
$1.15M - $1.29M
|
7.76K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.46KNew |
$1.1M - $1.24M
|
7.46K
$1.2M
|