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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-418- 0.79% |
$61.9K - $69.5K
|
52.2K
$8.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-426- 12.62% |
$63.1K - $70.8K
|
2.95K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-430- 23.98% |
$63.7K - $71.5K
|
1.36K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-434- 4.19% |
$64.3K - $72.1K
|
9.93K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-449- 2.98% |
$66.5K - $74.6K
|
14.6K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-455- 1.59% |
$67.4K - $75.6K
|
28.1K
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-456- 2.3% |
$67.6K - $75.8K
|
19.4K
$3.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-456- 1.75% |
$67.6K - $75.8K
|
25.6K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-457- 8.89% |
$67.7K - $76K
|
4.69K
$751K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-460- 1.11% |
$68.1K - $76.5K
|
41.1K
$6.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-478- 9.72% |
$70.8K - $79.5K
|
4.44K
$712K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-485- 8.2% |
$71.8K - $80.6K
|
5.43K
$871K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-489- 2.08% |
$72.4K - $81.3K
|
23K
$3.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-500- 8.16% |
$74.1K - $83.1K
|
5.63K
$902K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-500- 16.52% |
$74.1K - $83.1K
|
2.53K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-510- 0.82% |
$75.6K - $84.8K
|
62K
$9.95M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-512- 8.47% |
$75.8K - $85.1K
|
5.53K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-523- 3.47% |
$77.5K - $86.9K
|
14.6K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-537- 4.37% |
$79.6K - $89.3K
|
11.8K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-551- 8.02% |
$81.6K - $91.6K
|
6.32K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-565- 21.86% |
$83.7K - $93.9K
|
2.02K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-565- 70.19% |
$83.7K - $93.9K
|
240
$38.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-582- 4.12% |
$86.2K - $96.7K
|
13.6K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-603- 1.83% |
$89.3K - $100K
|
32.3K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-618- 0.46% |
$91.6K - $103K
|
135K
$21.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-625- 38.53% |
$92.6K - $104K
|
997
$160K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-629- 11.66% |
$93.2K - $105K
|
4.77K
$765K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-652- 0.24% |
$96.6K - $108K
|
275K
$44.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-683- 5.52% |
$101K - $114K
|
11.7K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-685- 6.22% |
$101K - $114K
|
10.3K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-698- 3.68% |
$103K - $116K
|
18.2K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-705- 10.46% |
$104K - $117K
|
6.04K
$968K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-722- 2.62% |
$107K - $120K
|
26.8K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-730- 5.8% |
$108K - $121K
|
11.9K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-767- 5.53% |
$114K - $127K
|
13.1K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-800- 15.09% |
$119K - $133K
|
4.5K
$722K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-800- 5.03% |
$119K - $133K
|
15.1K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-856- 23.45% |
$127K - $142K
|
2.79K
$448K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-887- 2.29% |
$131K - $147K
|
37.9K
$6.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-912- 13.41% |
$135K - $152K
|
5.89K
$945K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-914- 5.87% |
$135K - $152K
|
14.7K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-931- 1.75% |
$138K - $155K
|
52.3K
$8.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-933- 4.97% |
$138K - $155K
|
17.8K
$2.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-944- 2.84% |
$140K - $157K
|
32.2K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-999- 17.54% |
$148K - $166K
|
4.7K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.18K- 7.23% |
$174K - $195K
|
15.1K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.2K- 7.4% |
$178K - $199K
|
15K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.21K- 5.01% |
$179K - $201K
|
22.9K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.23K- 6.26% |
$183K - $205K
|
18.5K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.26K- 33.91% |
$187K - $209K
|
2.46K
$394K
|