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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.4K+ 2.01% |
$2.72M - $3.06M
|
932K
$144M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18K+ 3.18% |
$2.66M - $2.98M
|
583K
$90.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1KNew |
$2.53M - $2.84M
|
17.1K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
16.7K+ 26.45% |
$2.47M - $2.77M
|
79.7K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.1K+ 3.95% |
$2.38M - $2.67M
|
423K
$65.4M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15.7KNew |
$2.33M - $2.62M
|
15.7K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
15.7KNew |
$2.33M - $2.61M
|
15.7K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7K+ 84.04% |
$2.32M - $2.61M
|
34.3K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$2.32M - $2.6M
|
15.7K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.2K+ 8.81% |
$2.25M - $2.53M
|
188K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
14.8KNew |
$2.19M - $2.45M
|
14.8K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.5K+ 52.58% |
$2.15M - $2.41M
|
42.2K
$6.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.2K+ 111.83% |
$2.1M - $2.35M
|
26.8K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.7K+ 89.59% |
$2.03M - $2.28M
|
29K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 1.59% |
$2.03M - $2.27M
|
873K
$135M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.2KNew |
$1.96M - $2.19M
|
13.2K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13.1KNew |
$1.94M - $2.18M
|
13.1K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13K+ 642.52% |
$1.92M - $2.16M
|
15K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 237.39% |
$1.86M - $2.09M
|
17.9K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
12.3KNew |
$1.82M - $2.04M
|
12.3K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12K+ 3.44% |
$1.78M - $2M
|
362K
$56M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.8K+ 22.55% |
$1.61M - $1.8M
|
58.9K
$9.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
10.7K+ 28.93% |
$1.59M - $1.78M
|
47.7K
$7.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$1.56M - $1.75M
|
10.6K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.5K+ 6.48% |
$1.55M - $1.74M
|
172K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.5K+ 73.82% |
$1.55M - $1.74M
|
24.6K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.2K+ 64.66% |
$1.51M - $1.7M
|
26K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.99K+ 10.76% |
$1.48M - $1.66M
|
103K
$15.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.81KNew |
$1.45M - $1.63M
|
9.81K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.79KNew |
$1.45M - $1.63M
|
9.79K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
9.71KNew |
$1.44M - $1.61M
|
9.71K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.53K+ 20.28% |
$1.41M - $1.58M
|
56.5K
$8.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8.58KNew |
$1.27M - $1.43M
|
8.58K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
8.45K+ 300.0% |
$1.25M - $1.4M
|
11.3K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.37K+ 19.9% |
$1.24M - $1.39M
|
50.4K
$7.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
8.3KNew |
$1.23M - $1.38M
|
8.3K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.22K+ 166.98% |
$1.22M - $1.37M
|
13.1K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.76KNew |
$1.15M - $1.29M
|
7.76K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
7.5KNew |
$1.11M - $1.25M
|
7.5K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.46KNew |
$1.1M - $1.24M
|
7.46K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
7.38KNew |
$1.09M - $1.23M
|
7.38K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.35K+ 93.49% |
$1.09M - $1.22M
|
15.2K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.06K+ 6.04% |
$1.05M - $1.17M
|
124K
$19.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.91K+ 7.53% |
$1.02M - $1.15M
|
98.7K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.52KNew |
$965K - $1.08M
|
6.52K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.49K+ 3.21% |
$962K - $1.08M
|
209K
$32.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.3KNew |
$933K - $1.05M
|
6.3K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.2KNew |
$918K - $1.03M
|
6.2K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.15KNew |
$911K - $1.02M
|
6.15K
$951K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.11K+ 24.23% |
$905K - $1.02M
|
31.3K
$4.85M
|