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
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$148 - $166
|
2.94K
$504K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.33K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.84K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$148 - $166
|
4.8K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.41K
$414K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$148 - $166
|
2.87K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.06% |
$148 - $166
|
1.63K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.07% |
$148 - $166
|
1.54K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.86K
$490K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2- 0.08% |
$296 - $332
|
2.42K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-2- 0.06% |
$296 - $332
|
3.38K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3- 0.79% |
$444 - $499
|
376
$64.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3- 0.19% |
$444 - $499
|
1.59K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.11% |
$444 - $499
|
2.81K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-4- 0.11% |
$593 - $665
|
3.64K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-5- 0.11% |
$741 - $831
|
4.38K
$750K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-6- 0.35% |
$889 - $997
|
1.69K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7- 0.06% |
$1.04K - $1.16K
|
12.6K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7- 0.44% |
$1.04K - $1.16K
|
1.6K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7- 0.18% |
$1.04K - $1.16K
|
3.81K
$653K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 1.19% |
$1.04K - $1.16K
|
580
$99.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.18% |
$1.04K - $1.16K
|
3.99K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-8- 0.13% |
$1.19K - $1.33K
|
6.04K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-9- 0.03% |
$1.33K - $1.5K
|
30.7K
$5.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-9- 0.01% |
$1.33K - $1.5K
|
110K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 8.74% |
$1.33K - $1.5K
|
94
$16.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 3.05% |
$1.63K - $1.83K
|
350
$60K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12- 0.27% |
$1.78K - $1.99K
|
4.51K
$772K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-12- 0.12% |
$1.78K - $1.99K
|
9.69K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.4% |
$1.93K - $2.16K
|
3.2K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.34% |
$2.22K - $2.49K
|
4.4K
$754K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-15- 15.46% |
$2.22K - $2.49K
|
82
$14.1K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-15- 0.11% |
$2.22K - $2.49K
|
13.1K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16- 0.55% |
$2.37K - $2.66K
|
2.91K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-18- 0.18% |
$2.67K - $2.99K
|
10.2K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-19- 1.04% |
$2.81K - $3.16K
|
1.81K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 9.17% |
$2.96K - $3.32K
|
198
$33.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-21- 0.8% |
$3.11K - $3.49K
|
2.6K
$446K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-22- 2.63% |
$3.26K - $3.66K
|
816
$140K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-22- 0.88% |
$3.26K - $3.66K
|
2.47K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23- 0.86% |
$3.41K - $3.82K
|
2.67K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-24- 0.28% |
$3.56K - $3.99K
|
8.51K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 2.98% |
$3.7K - $4.16K
|
815
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-26- 45.61% |
$3.85K - $4.32K
|
31
$5.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-28- 2.03% |
$4.15K - $4.65K
|
1.35K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-29- 0.8% |
$4.3K - $4.82K
|
3.58K
$614K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-29- 0.22% |
$4.3K - $4.82K
|
13.3K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 1.07% |
$4.74K - $5.32K
|
2.97K
$509K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-34- 0.3% |
$5.04K - $5.65K
|
11.2K
$1.92M
|