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 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
7.38KNew |
$1.09M - $1.23M
|
7.38K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.35K+ 93.49% |
$1.09M - $1.22M
|
15.2K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.52KNew |
$965K - $1.08M
|
6.52K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.49K+ 3.21% |
$962K - $1.08M
|
209K
$33.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.11K+ 24.23% |
$905K - $1.02M
|
31.3K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
6.04K+ 1.13% |
$894K - $1M
|
542K
$86.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5.7K+ 93.79% |
$844K - $947K
|
11.8K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.69K+ 1.58% |
$842K - $945K
|
366K
$58.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.57KNew |
$825K - $926K
|
5.57K
$893K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5.54KNew |
$821K - $922K
|
5.54K
$889K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.49K+ 207.61% |
$813K - $912K
|
8.13K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.46K+ 5.12% |
$808K - $907K
|
112K
$18M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.32KNew |
$788K - $885K
|
5.32K
$854K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.13K+ 29.78% |
$759K - $852K
|
22.3K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$748K - $839K
|
5.05K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.96K+ 15.05% |
$734K - $824K
|
37.9K
$6.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.92K+ 53.82% |
$729K - $818K
|
14.1K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.92KNew |
$729K - $818K
|
4.92K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.84K+ 15.33% |
$718K - $805K
|
36.4K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.77K+ 1.33% |
$707K - $793K
|
364K
$58.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.76K+ 29.35% |
$705K - $791K
|
21K
$3.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.66K+ 57.72% |
$690K - $775K
|
12.7K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.62K+ 10.41% |
$684K - $768K
|
49K
$7.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.29K+ 20.0% |
$636K - $713K
|
25.8K
$4.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.28KNew |
$633K - $711K
|
4.28K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.25KNew |
$630K - $707K
|
4.25K
$682K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.17KNew |
$618K - $694K
|
4.17K
$669K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.14K+ 25.2% |
$613K - $688K
|
20.5K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.98K+ 130.28% |
$590K - $662K
|
7.04K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.74K+ 19.83% |
$554K - $621K
|
22.6K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 7.76% |
$519K - $582K
|
48.6K
$7.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.43K+ 19.49% |
$509K - $571K
|
21K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
3.41KNew |
$506K - $567K
|
3.41K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.36KNew |
$498K - $559K
|
3.36K
$539K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.26K+ 7.36% |
$483K - $542K
|
47.6K
$7.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.26K+ 4.48% |
$482K - $541K
|
75.9K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.2K+ 19.81% |
$474K - $531K
|
19.3K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.18K+ 35.67% |
$471K - $529K
|
12.1K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.17KNew |
$469K - $526K
|
3.17K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.14K+ 14.89% |
$465K - $522K
|
24.2K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.12KNew |
$462K - $518K
|
3.12K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.1KNew |
$459K - $515K
|
3.1K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
3.01K+ 9.14% |
$446K - $500K
|
35.9K
$5.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.98K+ 1.95% |
$441K - $495K
|
156K
$25M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2.91K+ 148.24% |
$431K - $484K
|
4.87K
$782K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
2.87K+ 5.57% |
$425K - $477K
|
54.4K
$8.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.73KNew |
$404K - $453K
|
2.73K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.69K+ 6.4% |
$398K - $447K
|
44.7K
$7.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.67K+ 34.75% |
$396K - $444K
|
10.4K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.62K+ 17.22% |
$388K - $436K
|
17.8K
$2.86M
|