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 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3.19KNew |
$472K - $530K
|
3.19K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.18K+ 35.67% |
$471K - $529K
|
12.1K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.17KNew |
$469K - $526K
|
3.17K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.14K+ 14.89% |
$465K - $522K
|
24.2K
$3.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.12KNew |
$462K - $518K
|
3.12K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.1KNew |
$459K - $515K
|
3.1K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.08K+ 155.79% |
$456K - $512K
|
5.06K
$782K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
3.04KNew |
$450K - $505K
|
3.04K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
3.01K+ 9.14% |
$446K - $500K
|
35.9K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.98KNew |
$441K - $495K
|
2.98K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.98K+ 1.95% |
$441K - $495K
|
156K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.94K+ 2.51% |
$435K - $489K
|
120K
$18.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2.91K+ 148.24% |
$431K - $484K
|
4.87K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
2.87K+ 5.57% |
$425K - $477K
|
54.4K
$8.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.73KNew |
$404K - $453K
|
2.73K
$422K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.7KNew |
$399K - $448K
|
2.7K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.69K+ 6.4% |
$398K - $447K
|
44.7K
$6.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.67K+ 34.75% |
$396K - $444K
|
10.4K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.62K+ 17.22% |
$388K - $436K
|
17.8K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.61K+ 71.77% |
$387K - $435K
|
6.26K
$967K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.59K+ 10.2% |
$384K - $431K
|
28K
$4.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$382K - $429K
|
2.58K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.57K+ 8.87% |
$381K - $427K
|
31.5K
$4.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.52K+ 114.0% |
$373K - $418K
|
4.72K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$363K - $407K
|
2.45K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.37KNew |
$352K - $394K
|
2.37K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.36K+ 20.96% |
$350K - $393K
|
13.6K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.34KNew |
$347K - $390K
|
2.34K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 107.01% |
$344K - $386K
|
4.49K
$694K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.29K+ 7.56% |
$340K - $381K
|
32.6K
$5.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.26K+ 8.3% |
$335K - $375K
|
29.5K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.25KNew |
$334K - $374K
|
2.25K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.24K+ 7.99% |
$331K - $372K
|
30.2K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.22K+ 66.72% |
$329K - $369K
|
5.55K
$858K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.2KNew |
$326K - $366K
|
2.2K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.2KNew |
$325K - $365K
|
2.2K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.17K+ 46.28% |
$321K - $360K
|
6.85K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.14KNew |
$317K - $356K
|
2.14K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.13K+ 24.93% |
$316K - $355K
|
10.7K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.13K+ 1.8% |
$316K - $354K
|
120K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.13K+ 3.0% |
$315K - $353K
|
72.9K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.12KNew |
$314K - $352K
|
2.12K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.09K+ 108.73% |
$310K - $348K
|
4.02K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.07K+ 79.14% |
$307K - $344K
|
4.69K
$725K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.06K+ 1.01% |
$305K - $343K
|
207K
$32M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.04K+ 29.98% |
$302K - $339K
|
8.84K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2KNew |
$296K - $332K
|
2K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$296K - $332K
|
2K
$309K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.99K+ 13.32% |
$294K - $330K
|
16.9K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 6.24% |
$294K - $329K
|
33.7K
$5.22M
|