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 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.59K+ 10.2% |
$384K - $431K
|
28K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$382K - $429K
|
2.58K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.57K+ 8.87% |
$381K - $427K
|
31.5K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.52K+ 114.0% |
$373K - $418K
|
4.72K
$758K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$363K - $407K
|
2.45K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.37KNew |
$352K - $394K
|
2.37K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.36K+ 20.96% |
$350K - $393K
|
13.6K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 107.01% |
$344K - $386K
|
4.49K
$720K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.29K+ 7.56% |
$340K - $381K
|
32.6K
$5.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.25KNew |
$334K - $374K
|
2.25K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.2KNew |
$326K - $366K
|
2.2K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.14KNew |
$317K - $356K
|
2.14K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.13K+ 24.93% |
$316K - $355K
|
10.7K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.13K+ 3.0% |
$315K - $353K
|
72.9K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.12KNew |
$314K - $352K
|
2.12K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.07K+ 79.14% |
$307K - $344K
|
4.69K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.06K+ 1.01% |
$305K - $343K
|
207K
$33.2M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.04K+ 29.98% |
$302K - $339K
|
8.84K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$296K - $332K
|
2K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2KNew |
$296K - $332K
|
2K
$321K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.99K+ 13.32% |
$294K - $330K
|
16.9K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 6.24% |
$294K - $329K
|
33.7K
$5.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.94K+ 17.62% |
$287K - $322K
|
12.9K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.91K+ 16.92% |
$283K - $317K
|
13.2K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.9K+ 5.97% |
$281K - $315K
|
33.7K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.89K+ 12.87% |
$279K - $314K
|
16.5K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.86KNew |
$276K - $309K
|
1.86K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78K+ 46.22% |
$264K - $296K
|
5.63K
$903K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.73K+ 9.99% |
$256K - $288K
|
19.1K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.69KNew |
$250K - $281K
|
1.69K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.61K+ 17.75% |
$239K - $268K
|
10.7K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
1.57K+ 15.74% |
$233K - $261K
|
11.6K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.53K+ 10.54% |
$226K - $254K
|
16K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.48K+ 6.24% |
$219K - $246K
|
25.2K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.46KNew |
$216K - $242K
|
1.46K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.41KNew |
$209K - $235K
|
1.41K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1.41K+ 9.89% |
$209K - $234K
|
15.7K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.39KNew |
$206K - $232K
|
1.39K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.39KNew |
$206K - $231K
|
1.39K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.38KNew |
$204K - $229K
|
1.38K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.34K+ 49.81% |
$198K - $222K
|
4.02K
$644K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.33K+ 1.79% |
$196K - $220K
|
75.5K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1.31KNew |
$194K - $217K
|
1.31K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 13.26% |
$192K - $216K
|
11.1K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.3KNew |
$192K - $215K
|
1.3K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$192K - $215K
|
1.29K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 16.76% |
$190K - $214K
|
8.95K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
1.27KNew |
$188K - $211K
|
1.27K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.26KNew |
$187K - $210K
|
1.26K
$202K
|