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
|
Belvedere Trading LLC
|
BUY
|
- |
345New |
$51.1K - $57.3K
|
345
$55.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
335New |
$49.6K - $55.7K
|
335
$53.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
325New |
$48.1K - $54K
|
325
$52.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 6.62% |
$47.7K - $53.5K
|
5.19K
$832K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
320+ 10.59% |
$47.4K - $53.2K
|
3.34K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
319+ 17.71% |
$47.3K - $53K
|
2.12K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
304+ 1.08% |
$45K - $50.5K
|
28.3K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300New |
$44.4K - $49.9K
|
300
$48.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
298+ 0.57% |
$44.1K - $49.5K
|
52.6K
$8.44M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
296+ 1.89% |
$43.8K - $49.2K
|
16K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
295+ 21.49% |
$43.7K - $49K
|
1.67K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
282+ 0.99% |
$41.8K - $46.9K
|
28.6K
$4.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
281+ 10.21% |
$41.6K - $46.7K
|
3.03K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
277+ 14.24% |
$41K - $46K
|
2.22K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
271+ 41.82% |
$40.1K - $45K
|
919
$147K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
260+ 1.92% |
$38.5K - $43.2K
|
13.8K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
257+ 3.5% |
$38.1K - $42.7K
|
7.6K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
257+ 1.62% |
$38.1K - $42.7K
|
16.1K
$2.58M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
255+ 13.29% |
$37.8K - $42.4K
|
2.17K
$349K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
254+ 6.54% |
$37.6K - $42.2K
|
4.14K
$664K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
244+ 12.09% |
$36.1K - $40.6K
|
2.26K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
233+ 16.15% |
$34.5K - $38.7K
|
1.68K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
213+ 2.37% |
$31.6K - $35.4K
|
9.2K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
206+ 9.92% |
$30.5K - $34.2K
|
2.28K
$366K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197+ 0.18% |
$29.2K - $32.7K
|
108K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
196+ 11.24% |
$29K - $32.6K
|
1.94K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
190+ 0.77% |
$28.1K - $31.6K
|
24.8K
$3.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
186+ 0.61% |
$27.6K - $30.9K
|
30.7K
$4.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
185+ 0.71% |
$27.4K - $30.8K
|
26.1K
$4.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
184+ 1.55% |
$27.3K - $30.6K
|
12K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
175+ 63.41% |
$25.9K - $29.1K
|
451
$72.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 6.72% |
$22.2K - $24.9K
|
2.38K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
141+ 6.25% |
$20.9K - $23.4K
|
2.4K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
136+ 0.5% |
$20.1K - $22.6K
|
27.6K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
124+ 0.75% |
$18.4K - $20.6K
|
16.6K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
124+ 1.04% |
$18.4K - $20.6K
|
12K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
123+ 36.18% |
$18.2K - $20.4K
|
463
$74.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
121+ 1.97% |
$17.9K - $20.1K
|
6.27K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
119+ 5.15% |
$17.6K - $19.8K
|
2.43K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 1.19% |
$17.6K - $19.8K
|
10.1K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
116+ 4.86% |
$17.2K - $19.3K
|
2.5K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
113+ 3.9% |
$16.7K - $18.8K
|
3.01K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
103+ 0.19% |
$15.3K - $17.1K
|
55.3K
$8.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
101+ 3.35% |
$15K - $16.8K
|
3.12K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
97+ 0.99% |
$14.4K - $16.1K
|
9.94K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
93+ 6.94% |
$13.8K - $15.5K
|
1.43K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
91+ 84.26% |
$13.5K - $15.1K
|
199
$31.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
90+ 43.69% |
$13.3K - $15K
|
296
$47.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
89+ 0.2% |
$13.2K - $14.8K
|
45.1K
$7.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
88+ 4.63% |
$13K - $14.6K
|
1.99K
$319K
|