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
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 8.74% |
$1.33K - $1.5K
|
94
$14.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 3.05% |
$1.63K - $1.83K
|
350
$54.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-12- 0.12% |
$1.78K - $1.99K
|
9.69K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12- 0.27% |
$1.78K - $1.99K
|
4.51K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.4% |
$1.93K - $2.16K
|
3.2K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-15- 15.46% |
$2.22K - $2.49K
|
82
$12.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.34% |
$2.22K - $2.49K
|
4.4K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16- 0.55% |
$2.37K - $2.66K
|
2.91K
$451K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-18- 0.18% |
$2.67K - $2.99K
|
10.2K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-19- 1.04% |
$2.81K - $3.16K
|
1.81K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 9.17% |
$2.96K - $3.32K
|
198
$30.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-21- 0.8% |
$3.11K - $3.49K
|
2.6K
$402K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-22- 2.63% |
$3.26K - $3.66K
|
816
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-22- 0.88% |
$3.26K - $3.66K
|
2.47K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23- 0.86% |
$3.41K - $3.82K
|
2.67K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-24- 0.28% |
$3.56K - $3.99K
|
8.51K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 2.98% |
$3.7K - $4.16K
|
815
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-26- 45.61% |
$3.85K - $4.32K
|
31
$4.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-28- 2.03% |
$4.15K - $4.65K
|
1.35K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-29- 0.22% |
$4.3K - $4.82K
|
13.3K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-29- 0.8% |
$4.3K - $4.82K
|
3.58K
$554K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 1.07% |
$4.74K - $5.32K
|
2.97K
$459K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-34- 0.3% |
$5.04K - $5.65K
|
11.2K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-34- 0.25% |
$5.04K - $5.65K
|
13.8K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-34- 27.2% |
$5.04K - $5.65K
|
91
$14.1K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-35Closed |
$5.18K - $5.82K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 1.51% |
$5.18K - $5.82K
|
2.29K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-36- 1.25% |
$5.33K - $5.98K
|
2.84K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-41- 9.56% |
$6.07K - $6.82K
|
388
$60K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-41- 0.64% |
$6.07K - $6.82K
|
6.37K
$985K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-43- 1.4% |
$6.37K - $7.15K
|
3.02K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-44- 1.86% |
$6.52K - $7.31K
|
2.32K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-44- 0.25% |
$6.52K - $7.31K
|
17.8K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-44- 2.08% |
$6.52K - $7.31K
|
2.07K
$320K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-47- 0.1% |
$6.96K - $7.81K
|
45.2K
$6.99M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-49- 1.62% |
$7.26K - $8.15K
|
2.98K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-50- 0.42% |
$7.41K - $8.31K
|
11.7K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-51- 0.34% |
$7.56K - $8.48K
|
15K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-55- 1.56% |
$8.15K - $9.14K
|
3.46K
$535K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-59- 1.15% |
$8.74K - $9.81K
|
5.07K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-60- 18.75% |
$8.89K - $9.97K
|
260
$40.2K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-61- 1.41% |
$9.04K - $10.1K
|
4.27K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-63- 6.23% |
$9.33K - $10.5K
|
948
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-63- 0.1% |
$9.33K - $10.5K
|
61.8K
$9.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-67- 5.03% |
$9.93K - $11.1K
|
1.27K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-68- 0.83% |
$10.1K - $11.3K
|
8.13K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-68- 0.69% |
$10.1K - $11.3K
|
9.83K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-69- 1.16% |
$10.2K - $11.5K
|
5.89K
$912K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-72- 0.95% |
$10.7K - $12K
|
7.51K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-74- 3.84% |
$11K - $12.3K
|
1.85K
$287K
|