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 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 2.5% |
$593 - $665
|
164
$26.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3+ 0.03% |
$444 - $499
|
10.5K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$444 - $499
|
3
$481
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.6% |
$444 - $499
|
504
$80.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.05% |
$444 - $499
|
6.6K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.01% |
$296 - $332
|
15K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.34K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.06% |
$148 - $166
|
1.63K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$148 - $166
|
4.8K
$770K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$148 - $166
|
4.11K
$660K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$148 - $166
|
2.87K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.07% |
$148 - $166
|
1.54K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$148 - $166
|
14.9K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.25K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$148 - $166
|
2.94K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.07% |
$148 - $166
|
1.4K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$148 - $166
|
3.43K
$550K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$148 - $166
|
3.62K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.41K
$387K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-2- 0.06% |
$296 - $332
|
3.38K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2- 0.08% |
$296 - $332
|
2.42K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3- 0.79% |
$444 - $499
|
376
$60.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-4- 0.11% |
$593 - $665
|
3.64K
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-6- 0.35% |
$889 - $997
|
1.69K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7- 0.44% |
$1.04K - $1.16K
|
1.6K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.18% |
$1.04K - $1.16K
|
3.99K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7- 0.06% |
$1.04K - $1.16K
|
12.6K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 1.19% |
$1.04K - $1.16K
|
580
$93K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-9- 0.03% |
$1.33K - $1.5K
|
30.7K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 8.74% |
$1.33K - $1.5K
|
94
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-9- 0.01% |
$1.33K - $1.5K
|
110K
$17.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 3.05% |
$1.63K - $1.83K
|
350
$56.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-12- 0.12% |
$1.78K - $1.99K
|
9.69K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12- 0.27% |
$1.78K - $1.99K
|
4.51K
$723K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.4% |
$1.93K - $2.16K
|
3.2K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-15- 15.46% |
$2.22K - $2.49K
|
82
$13.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.34% |
$2.22K - $2.49K
|
4.4K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16- 0.55% |
$2.37K - $2.66K
|
2.91K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-18- 0.18% |
$2.67K - $2.99K
|
10.2K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 9.17% |
$2.96K - $3.32K
|
198
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-21- 0.8% |
$3.11K - $3.49K
|
2.6K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-22- 0.88% |
$3.26K - $3.66K
|
2.47K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23- 0.86% |
$3.41K - $3.82K
|
2.67K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-24- 0.28% |
$3.56K - $3.99K
|
8.51K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 2.98% |
$3.7K - $4.16K
|
815
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-26- 45.61% |
$3.85K - $4.32K
|
31
$4.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-29- 0.22% |
$4.3K - $4.82K
|
13.3K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-29- 0.8% |
$4.3K - $4.82K
|
3.58K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 1.07% |
$4.74K - $5.32K
|
2.97K
$476K
|