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 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-34- 0.3% |
$5.04K - $5.65K
|
11.2K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-34- 27.2% |
$5.04K - $5.65K
|
91
$14.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-36- 1.25% |
$5.33K - $5.98K
|
2.84K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-41- 9.56% |
$6.07K - $6.82K
|
388
$62.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-44- 0.25% |
$6.52K - $7.31K
|
17.8K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-44- 1.86% |
$6.52K - $7.31K
|
2.32K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-49- 1.62% |
$7.26K - $8.15K
|
2.98K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-55- 1.56% |
$8.15K - $9.14K
|
3.46K
$555K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-59- 1.15% |
$8.74K - $9.81K
|
5.07K
$814K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-60- 18.75% |
$8.89K - $9.97K
|
260
$41.7K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-61- 1.41% |
$9.04K - $10.1K
|
4.27K
$685K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-63- 0.1% |
$9.33K - $10.5K
|
61.8K
$9.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-63- 6.23% |
$9.33K - $10.5K
|
948
$152K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-67- 5.03% |
$9.93K - $11.1K
|
1.27K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-68- 0.69% |
$10.1K - $11.3K
|
9.83K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-68- 0.83% |
$10.1K - $11.3K
|
8.13K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-69- 1.16% |
$10.2K - $11.5K
|
5.89K
$945K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-72- 0.95% |
$10.7K - $12K
|
7.51K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-75- 0.23% |
$11.1K - $12.5K
|
33K
$5.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-76- 0.51% |
$11.3K - $12.6K
|
14.8K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-80- 1.09% |
$11.9K - $13.3K
|
7.25K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-80- 1.86% |
$11.9K - $13.3K
|
4.22K
$677K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-82- 40.0% |
$12.1K - $13.6K
|
123
$19.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-82- 4.63% |
$12.1K - $13.6K
|
1.69K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 0.1% |
$12.4K - $14K
|
83.4K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-85- 1.25% |
$12.6K - $14.1K
|
6.71K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-88- 0.79% |
$13K - $14.6K
|
11.1K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-94- 27.25% |
$13.9K - $15.6K
|
251
$40.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-95- 0.18% |
$14.1K - $15.8K
|
52.3K
$8.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-96- 14.04% |
$14.2K - $16K
|
588
$94.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-101- 1.25% |
$15K - $16.8K
|
8K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-104- 1.03% |
$15.4K - $17.3K
|
10K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-107- 2.42% |
$15.9K - $17.8K
|
4.31K
$692K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-111- 1.63% |
$16.4K - $18.5K
|
6.68K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-112- 7.26% |
$16.6K - $18.6K
|
1.43K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-112- 80.58% |
$16.6K - $18.6K
|
27
$4.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-117- 1.63% |
$17.3K - $19.4K
|
7.05K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-122- 2.75% |
$18.1K - $20.3K
|
4.32K
$693K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-125- 0.37% |
$18.5K - $20.8K
|
33.5K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-130- 4.37% |
$19.3K - $21.6K
|
2.85K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-131- 0.81% |
$19.4K - $21.8K
|
16.1K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-131- 6.51% |
$19.4K - $21.8K
|
1.88K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-132- 1.67% |
$19.6K - $21.9K
|
7.77K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-134- 2.59% |
$19.9K - $22.3K
|
5.05K
$810K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-137- 5.73% |
$20.3K - $22.8K
|
2.25K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-141- 1.51% |
$20.9K - $23.4K
|
9.18K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-141- 0.65% |
$20.9K - $23.4K
|
21.5K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-142- 0.81% |
$21K - $23.6K
|
17.5K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-147- 0.89% |
$21.8K - $24.4K
|
16.4K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-148- 3.01% |
$21.9K - $24.6K
|
4.76K
$764K
|