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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 36.71% |
$186K - $209K
|
4.67K
$750K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.25K+ 4.55% |
$186K - $208K
|
28.8K
$4.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.25K+ 11.22% |
$185K - $207K
|
12.4K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16K+ 12.42% |
$172K - $193K
|
10.5K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.15KNew |
$170K - $191K
|
1.15K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.14K+ 2.73% |
$168K - $189K
|
42.8K
$6.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.12K+ 68.33% |
$167K - $187K
|
2.77K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 5.51% |
$164K - $184K
|
21.2K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 26.95% |
$163K - $183K
|
5.18K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.02K+ 14.4% |
$151K - $169K
|
8.07K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 18.17% |
$149K - $167K
|
6.54K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1K+ 13.37% |
$148K - $166K
|
8.48K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1K+ 0.85% |
$148K - $166K
|
118K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
921+ 6.38% |
$136K - $153K
|
15.4K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
896+ 4.54% |
$133K - $149K
|
20.6K
$3.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
870+ 22.74% |
$129K - $145K
|
4.7K
$753K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
860+ 13.88% |
$127K - $143K
|
7.06K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
798+ 21.63% |
$118K - $133K
|
4.49K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
782+ 3.02% |
$116K - $130K
|
26.7K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
780+ 8.14% |
$116K - $130K
|
10.4K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
770New |
$114K - $128K
|
770
$124K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
748New |
$111K - $124K
|
748
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
720+ 27.64% |
$107K - $120K
|
3.33K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
673+ 9.0% |
$99.7K - $112K
|
8.15K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
619+ 12.61% |
$91.7K - $103K
|
5.53K
$887K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
594+ 5.25% |
$88K - $98.7K
|
11.9K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
570+ 18.55% |
$84.4K - $94.8K
|
3.64K
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
561+ 3.17% |
$83.1K - $93.3K
|
18.3K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
530+ 12.06% |
$78.5K - $88.1K
|
4.93K
$790K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
506+ 24.1% |
$75K - $84.1K
|
2.61K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
478New |
$70.8K - $79.5K
|
478
$76.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
474+ 1.05% |
$70.2K - $78.8K
|
45.8K
$7.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
458+ 6.9% |
$67.8K - $76.1K
|
7.1K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
442New |
$65.5K - $73.5K
|
442
$70.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
439+ 19.2% |
$65K - $73K
|
2.73K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
426+ 0.34% |
$63.1K - $70.8K
|
125K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
410+ 19.59% |
$60.7K - $68.2K
|
2.5K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
409+ 6.74% |
$60.6K - $68K
|
6.48K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
400+ 9.55% |
$59.3K - $66.5K
|
4.59K
$736K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400+ 2.13% |
$59.3K - $66.5K
|
19.2K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
394+ 2.6% |
$58.4K - $65.5K
|
15.5K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
382+ 3.56% |
$56.6K - $63.5K
|
11.1K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
382+ 2.01% |
$56.6K - $63.5K
|
19.4K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
379+ 37900.0% |
$56.1K - $63K
|
380
$61K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
379+ 5.82% |
$56.1K - $63K
|
6.89K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
368+ 2.46% |
$54.5K - $61.2K
|
15.3K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
363+ 0.97% |
$53.8K - $60.3K
|
37.8K
$6.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
356+ 7.88% |
$52.7K - $59.2K
|
4.88K
$782K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
352+ 6.61% |
$52.1K - $58.5K
|
5.68K
$911K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
351New |
$52K - $58.3K
|
351
$56.3K
|