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 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-163- 1.61% |
$24.1K - $27.1K
|
9.98K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-165- 7.73% |
$24.4K - $27.4K
|
1.97K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-165- 1.39% |
$24.4K - $27.4K
|
11.7K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-177- 7.96% |
$26.2K - $29.4K
|
2.05K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-178- 1.25% |
$26.4K - $29.6K
|
14.1K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-180- 28.13% |
$26.7K - $29.9K
|
460
$71.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-186- 1.91% |
$27.6K - $30.9K
|
9.56K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-188- 6.19% |
$27.9K - $31.3K
|
2.85K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-191- 8.65% |
$28.3K - $31.7K
|
2.02K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-191- 2.6% |
$28.3K - $31.7K
|
7.15K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-197- 0.63% |
$29.2K - $32.7K
|
31K
$4.79M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 7.69% |
$29.6K - $33.2K
|
2.4K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 36.23% |
$29.6K - $33.2K
|
352
$54.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-200- 4.35% |
$29.6K - $33.2K
|
4.4K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-203- 1.97% |
$30.1K - $33.7K
|
10.1K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-203- 7.11% |
$30.1K - $33.7K
|
2.65K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-205- 0.4% |
$30.4K - $34.1K
|
51.1K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-207- 3.39% |
$30.7K - $34.4K
|
5.91K
$914K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-209- 1.64% |
$31K - $34.7K
|
12.5K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-218- 3.12% |
$32.3K - $36.2K
|
6.76K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-219- 4.83% |
$32.4K - $36.4K
|
4.32K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-225- 12.57% |
$33.3K - $37.4K
|
1.57K
$242K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-225- 1.88% |
$33.3K - $37.4K
|
11.7K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-235- 7.73% |
$34.8K - $39.1K
|
2.81K
$434K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-247- 0.67% |
$36.6K - $41.1K
|
36.6K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-252- 4.48% |
$37.3K - $41.9K
|
5.37K
$831K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-255- 3.56% |
$37.8K - $42.4K
|
6.91K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-256- 12.88% |
$37.9K - $42.6K
|
1.73K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-259- 6.47% |
$38.4K - $43.1K
|
3.75K
$579K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-266- 1.09% |
$39.4K - $44.2K
|
24.1K
$3.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-270- 14.33% |
$40K - $44.9K
|
1.61K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-279- 3.59% |
$41.3K - $46.4K
|
7.49K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-284- 1.12% |
$42.1K - $47.2K
|
25K
$3.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-296- 0.58% |
$43.8K - $49.2K
|
50.9K
$7.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-297- 1.38% |
$44K - $49.4K
|
21.2K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-297- 4.3% |
$44K - $49.4K
|
6.62K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-297- 3.08% |
$44K - $49.4K
|
9.35K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-300- 11.13% |
$44.4K - $49.9K
|
2.4K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-304- 12.14% |
$45K - $50.5K
|
2.2K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-305- 12.78% |
$45.2K - $50.7K
|
2.08K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-315- 26.18% |
$46.7K - $52.4K
|
888
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-318- 1.25% |
$47.1K - $52.9K
|
25K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-318- 9.46% |
$47.1K - $52.9K
|
3.04K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-322- 11.73% |
$47.7K - $53.5K
|
2.42K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-335- 6.02% |
$49.6K - $55.7K
|
5.23K
$808K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-343- 2.12% |
$50.8K - $57K
|
15.8K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-344- 10.41% |
$51K - $57.2K
|
2.96K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-346- 2.46% |
$51.3K - $57.5K
|
13.7K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-360- 14.41% |
$53.3K - $59.8K
|
2.14K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-362- 14.82% |
$53.6K - $60.2K
|
2.08K
$322K
|