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 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-373- 21.92% |
$55.3K - $62K
|
1.33K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-373- 12.95% |
$55.3K - $62K
|
2.51K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-374- 6.01% |
$55.4K - $62.2K
|
5.85K
$905K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-375- 1.78% |
$55.6K - $62.3K
|
20.7K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-377- 1.06% |
$55.8K - $62.7K
|
35.3K
$5.46M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-383- 2.5% |
$56.7K - $63.7K
|
14.9K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-397- 10.11% |
$58.8K - $66K
|
3.53K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-400- 3.96% |
$59.3K - $66.5K
|
9.7K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-410- 4.11% |
$60.7K - $68.2K
|
9.57K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-413- 2.15% |
$61.2K - $68.7K
|
18.8K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-418- 0.79% |
$61.9K - $69.5K
|
52.2K
$8.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-426- 12.62% |
$63.1K - $70.8K
|
2.95K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-430- 23.98% |
$63.7K - $71.5K
|
1.36K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-434- 4.19% |
$64.3K - $72.1K
|
9.93K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-448- 3.66% |
$66.4K - $74.5K
|
11.8K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-449- 2.98% |
$66.5K - $74.6K
|
14.6K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-451- 5.6% |
$66.8K - $75K
|
7.61K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-454- 2.77% |
$67.3K - $75.5K
|
15.9K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-455- 1.59% |
$67.4K - $75.6K
|
28.1K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-456- 46.2% |
$67.6K - $75.8K
|
531
$82.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-456- 1.75% |
$67.6K - $75.8K
|
25.6K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-456- 2.3% |
$67.6K - $75.8K
|
19.4K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-457- 8.89% |
$67.7K - $76K
|
4.69K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-460- 1.11% |
$68.1K - $76.5K
|
41.1K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-464- 3.53% |
$68.7K - $77.1K
|
12.7K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-470- 4.45% |
$69.6K - $78.1K
|
10.1K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-478- 9.72% |
$70.8K - $79.5K
|
4.44K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-485- 8.2% |
$71.8K - $80.6K
|
5.43K
$840K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-489- 2.08% |
$72.4K - $81.3K
|
23K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-495- 8.62% |
$73.3K - $82.3K
|
5.25K
$811K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-500- 8.16% |
$74.1K - $83.1K
|
5.63K
$870K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-500- 16.52% |
$74.1K - $83.1K
|
2.53K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-510- 0.82% |
$75.6K - $84.8K
|
62K
$9.6M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-512- 8.47% |
$75.8K - $85.1K
|
5.53K
$856K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-523- 3.47% |
$77.5K - $86.9K
|
14.6K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-537- 4.37% |
$79.6K - $89.3K
|
11.8K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-541- 1.9% |
$80.1K - $89.9K
|
28K
$4.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-551- 8.02% |
$81.6K - $91.6K
|
6.32K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-565- 70.19% |
$83.7K - $93.9K
|
240
$37.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-565- 21.86% |
$83.7K - $93.9K
|
2.02K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-582- 4.12% |
$86.2K - $96.7K
|
13.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-589- 31.18% |
$87.3K - $97.9K
|
1.3K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-603- 1.83% |
$89.3K - $100K
|
32.3K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-605- 8.0% |
$89.6K - $101K
|
6.96K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-618- 0.46% |
$91.6K - $103K
|
135K
$20.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-625- 38.53% |
$92.6K - $104K
|
997
$154K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-629- 11.66% |
$93.2K - $105K
|
4.77K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-652- 0.24% |
$96.6K - $108K
|
275K
$42.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-664- 1.2% |
$98.4K - $110K
|
54.8K
$8.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-683- 5.52% |
$101K - $114K
|
11.7K
$1.81M
|