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 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.91K- 6.56% |
$875K - $982K
|
84.1K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-6.02K- 1.67% |
$892K - $1M
|
354K
$56.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.56K- 13.72% |
$972K - $1.09M
|
41.3K
$6.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.82K- 5.72% |
$1.01M - $1.13M
|
112K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.04K- 5.92% |
$1.04M - $1.17M
|
112K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.28K- 99.9% |
$1.08M - $1.21M
|
7
$1.12K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.36K- 7.52% |
$1.09M - $1.22M
|
90.5K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.52K- 13.76% |
$1.11M - $1.25M
|
47.1K
$7.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.62K- 4.79% |
$1.13M - $1.27M
|
152K
$24.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-8.11K- 3.0% |
$1.2M - $1.35M
|
262K
$42M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.8K- 12.98% |
$1.3M - $1.46M
|
59K
$9.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.49K- 4.88% |
$1.41M - $1.58M
|
185K
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.9K- 23.16% |
$1.9M - $2.14M
|
42.7K
$6.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.9K- 2.56% |
$2.36M - $2.65M
|
608K
$97.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-17K- 16.06% |
$2.52M - $2.82M
|
88.8K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.8K- 18.09% |
$2.63M - $2.95M
|
80.4K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18.5K- 89.01% |
$2.73M - $3.07M
|
2.28K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.1K- 1.5% |
$2.83M - $3.18M
|
1.25M
$201M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-21.6K- 63.09% |
$3.21M - $3.6M
|
12.7K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.9K- 99.98% |
$3.24M - $3.63M
|
4
$642
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.6K- 66.22% |
$3.5M - $3.92M
|
12K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.1K- 2.18% |
$3.57M - $4M
|
1.08M
$173M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-25.9K- 24.43% |
$3.83M - $4.3M
|
80K
$12.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-26.3K- 86.12% |
$3.89M - $4.36M
|
4.23K
$679K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30K- 86.93% |
$4.45M - $4.99M
|
4.52K
$724K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-34.2K- 95.19% |
$5.07M - $5.69M
|
1.73K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-53.5K- 81.08% |
$7.92M - $8.89M
|
12.5K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-54.6K- 57.52% |
$8.09M - $9.08M
|
40.4K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-83.1K- 42.64% |
$12.3M - $13.8M
|
112K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-84.3K- 95.26% |
$12.5M - $14M
|
4.2K
$674K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-84.3K- 66.25% |
$12.5M - $14M
|
43K
$6.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-94.4K- 91.45% |
$14M - $15.7M
|
8.82K
$1.42M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.17M- 99.3% |
$469M - $527M
|
22.4K
$3.59M
|