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 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
82+ 4.45% |
$12.1K - $13.6K
|
1.93K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
73+ 1.69% |
$10.8K - $12.1K
|
4.4K
$705K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
69+ 4.53% |
$10.2K - $11.5K
|
1.59K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$9.93K - $11.1K
|
67
$10.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67+ 446.67% |
$9.93K - $11.1K
|
82
$13.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
63+ 1.29% |
$9.33K - $10.5K
|
4.95K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62+ 3.84% |
$9.18K - $10.3K
|
1.68K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
60+ 65.22% |
$8.89K - $9.97K
|
152
$24.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
56+ 0.09% |
$8.3K - $9.31K
|
62.6K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
55+ 0.42% |
$8.15K - $9.14K
|
13.1K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
55+ 1.39% |
$8.15K - $9.14K
|
4K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53+ 0.19% |
$7.85K - $8.81K
|
27.4K
$4.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
51+ 0.18% |
$7.56K - $8.48K
|
28.3K
$4.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 0.13% |
$7.41K - $8.31K
|
39.7K
$6.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
48+ 1.5% |
$7.11K - $7.98K
|
3.25K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
47+ 1.08% |
$6.96K - $7.81K
|
4.41K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.92% |
$6.81K - $7.65K
|
5.06K
$812K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45New |
$6.67K - $7.48K
|
45
$7.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
42New |
$6.22K - $6.98K
|
42
$6.74K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41+ 1.06% |
$6.07K - $6.82K
|
3.9K
$626K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
40New |
$5.93K - $6.65K
|
40
$6.42K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
37+ 0.28% |
$5.48K - $6.15K
|
13K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.78% |
$5.33K - $5.98K
|
4.62K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
33+ 34.74% |
$4.89K - $5.49K
|
128
$20.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
33+ 0.96% |
$4.89K - $5.49K
|
3.49K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
32+ 100.0% |
$4.74K - $5.32K
|
64
$10.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
31+ 1.73% |
$4.59K - $5.15K
|
1.82K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31+ 1.2% |
$4.59K - $5.15K
|
2.62K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
30+ 1.76% |
$4.44K - $4.99K
|
1.73K
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
23+ 0.23% |
$3.41K - $3.82K
|
10.2K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
21New |
$3.11K - $3.49K
|
21
$3.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.19% |
$2.96K - $3.32K
|
10.4K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
17+ 0.21% |
$2.52K - $2.83K
|
8.02K
$1.29M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
16New |
$2.37K - $2.66K
|
16
$2.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15+ 0.38% |
$2.22K - $2.49K
|
3.95K
$633K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
15+ 0.83% |
$2.22K - $2.49K
|
1.82K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
14+ 0.89% |
$2.07K - $2.33K
|
1.58K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12+ 0.93% |
$1.78K - $1.99K
|
1.31K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
11+ 0.05% |
$1.63K - $1.83K
|
24.4K
$3.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
11+ 0.31% |
$1.63K - $1.83K
|
3.6K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10+ 21.74% |
$1.48K - $1.66K
|
56
$8.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
10+ 0.14% |
$1.48K - $1.66K
|
7.15K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
10+ 0.74% |
$1.48K - $1.66K
|
1.37K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9+ 0.52% |
$1.33K - $1.5K
|
1.75K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7+ 0.23% |
$1.04K - $1.16K
|
3.07K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6+ 0.15% |
$889 - $997
|
4.12K
$661K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 66.67% |
$889 - $997
|
15
$2.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6+ 0.32% |
$889 - $997
|
1.88K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.05% |
$741 - $831
|
10.5K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.41% |
$593 - $665
|
988
$158K
|