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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 1.08% |
$205K - $230K
|
126K
$20.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.39K- 27.3% |
$206K - $231K
|
3.7K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 1.95% |
$227K - $255K
|
77.3K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.54K- 4.99% |
$228K - $256K
|
29.3K
$4.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 16.51% |
$230K - $258K
|
7.85K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.66K- 10.43% |
$246K - $276K
|
14.2K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.66K- 2.28% |
$246K - $276K
|
71.1K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 3.33% |
$250K - $280K
|
48.9K
$7.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.69K- 17.19% |
$251K - $281K
|
8.16K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.76K- 9.08% |
$260K - $292K
|
17.6K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.76K- 16.53% |
$261K - $293K
|
8.89K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.8K- 28.71% |
$267K - $299K
|
4.47K
$717K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.85K- 24.22% |
$274K - $307K
|
5.78K
$927K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.85K- 14.18% |
$274K - $308K
|
11.2K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.87K- 4.02% |
$277K - $311K
|
44.8K
$7.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.92K- 4.11% |
$284K - $319K
|
44.8K
$7.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.95K- 5.51% |
$288K - $323K
|
33.3K
$5.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2K- 13.45% |
$296K - $332K
|
12.8K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.01K- 6.34% |
$298K - $334K
|
29.7K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.03K- 6.45% |
$301K - $338K
|
29.5K
$4.73M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.13K- 1.07% |
$316K - $354K
|
197K
$31.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-2.15K- 6.67% |
$318K - $357K
|
30.1K
$4.83M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.17K- 2.05% |
$321K - $360K
|
104K
$16.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.22K- 2.8% |
$328K - $369K
|
76.9K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.32K- 10.34% |
$343K - $385K
|
20.1K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 14.05% |
$351K - $394K
|
14.5K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.42K- 4.88% |
$358K - $402K
|
47.1K
$7.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.42K- 18.44% |
$358K - $402K
|
10.7K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.66K- 4.03% |
$394K - $443K
|
63.4K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.02K- 6.09% |
$447K - $502K
|
46.5K
$7.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-3.02K- 7.07% |
$447K - $502K
|
39.7K
$6.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.09K- 2.6% |
$458K - $514K
|
116K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-3.19K- 16.0% |
$473K - $530K
|
16.8K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.25K- 7.09% |
$482K - $541K
|
42.6K
$6.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.67K- 7.26% |
$544K - $610K
|
46.9K
$7.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.81K- 24.5% |
$564K - $633K
|
11.7K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.88K- 1.51% |
$574K - $645K
|
253K
$40.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.03K- 38.99% |
$597K - $670K
|
6.3K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.04K- 5.51% |
$599K - $672K
|
69.3K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.19K- 5.48% |
$621K - $697K
|
72.3K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-4.5K- 2.15% |
$666K - $748K
|
204K
$32.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.62K- 4.48% |
$684K - $768K
|
98.4K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 4.55% |
$688K - $771K
|
97.3K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.77K- 16.43% |
$706K - $792K
|
24.3K
$3.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.02K- 8.57% |
$743K - $834K
|
53.5K
$8.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.05K- 8.56% |
$748K - $839K
|
53.9K
$8.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.19K- 1.32% |
$769K - $863K
|
389K
$62.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.42K- 37.24% |
$803K - $901K
|
9.14K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.68K- 28.88% |
$841K - $944K
|
14K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.71K- 43.43% |
$846K - $949K
|
7.43K
$1.19M
|