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 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16K+ 12.42% |
$172K - $193K
|
10.5K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
1.16KNew |
$172K - $193K
|
1.16K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.15K+ 6.93% |
$171K - $192K
|
17.8K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.15KNew |
$170K - $191K
|
1.15K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.14K+ 2.55% |
$168K - $189K
|
45.8K
$7.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.14K+ 2.73% |
$168K - $189K
|
42.8K
$6.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.12K+ 68.33% |
$167K - $187K
|
2.77K
$428K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 5.51% |
$164K - $184K
|
21.2K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 26.95% |
$163K - $183K
|
5.18K
$801K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.08K+ 2.89% |
$161K - $180K
|
38.5K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.04K+ 24.63% |
$154K - $173K
|
5.27K
$815K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.02K+ 14.4% |
$151K - $169K
|
8.07K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 18.17% |
$149K - $167K
|
6.54K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1K+ 0.85% |
$148K - $166K
|
118K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1K+ 13.37% |
$148K - $166K
|
8.48K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
967+ 68.78% |
$143K - $161K
|
2.37K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
936New |
$139K - $156K
|
936
$145K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
921+ 6.38% |
$136K - $153K
|
15.4K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
896+ 4.54% |
$133K - $149K
|
20.6K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
893+ 676.52% |
$132K - $148K
|
1.03K
$159K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
884+ 37.49% |
$131K - $147K
|
3.24K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
877+ 2.97% |
$130K - $146K
|
30.4K
$4.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
870+ 22.74% |
$129K - $145K
|
4.7K
$726K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
860+ 13.88% |
$127K - $143K
|
7.06K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
798+ 21.63% |
$118K - $133K
|
4.49K
$694K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
782+ 3.02% |
$116K - $130K
|
26.7K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
780+ 8.14% |
$116K - $130K
|
10.4K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
779+ 0.71% |
$115K - $129K
|
111K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
770New |
$114K - $128K
|
770
$119K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
748New |
$111K - $124K
|
748
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
720+ 27.64% |
$107K - $120K
|
3.33K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
673+ 9.0% |
$99.7K - $112K
|
8.15K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
662+ 29.87% |
$98.1K - $110K
|
2.88K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
638+ 11.14% |
$94.5K - $106K
|
6.37K
$985K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
623+ 38.94% |
$92.3K - $104K
|
2.22K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
619+ 12.61% |
$91.7K - $103K
|
5.53K
$855K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
618+ 4.36% |
$91.6K - $103K
|
14.8K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
594+ 5.25% |
$88K - $98.7K
|
11.9K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
590+ 17.3% |
$87.4K - $98.1K
|
4K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
588+ 10.4% |
$87.1K - $97.7K
|
6.24K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
577+ 38.75% |
$85.5K - $95.9K
|
2.07K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
570+ 18.55% |
$84.4K - $94.8K
|
3.64K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
561+ 3.17% |
$83.1K - $93.3K
|
18.3K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
545+ 0.76% |
$80.7K - $90.6K
|
72.5K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
533+ 33.8% |
$79K - $88.6K
|
2.11K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
530+ 12.06% |
$78.5K - $88.1K
|
4.93K
$762K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
506+ 24.1% |
$75K - $84.1K
|
2.61K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
478New |
$70.8K - $79.5K
|
478
$73.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
474+ 1.05% |
$70.2K - $78.8K
|
45.8K
$7.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
458+ 6.9% |
$67.8K - $76.1K
|
7.1K
$1.1M
|