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 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
442New |
$65.5K - $73.5K
|
442
$68.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
439+ 19.2% |
$65K - $73K
|
2.73K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
439+ 30.21% |
$65K - $73K
|
1.89K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
426+ 0.34% |
$63.1K - $70.8K
|
125K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
418+ 1.26% |
$61.9K - $69.5K
|
33.6K
$5.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
410+ 19.59% |
$60.7K - $68.2K
|
2.5K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
409+ 6.74% |
$60.6K - $68K
|
6.48K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400+ 2.13% |
$59.3K - $66.5K
|
19.2K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
400+ 9.55% |
$59.3K - $66.5K
|
4.59K
$710K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
394+ 2.6% |
$58.4K - $65.5K
|
15.5K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
382+ 3.56% |
$56.6K - $63.5K
|
11.1K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
382+ 2.01% |
$56.6K - $63.5K
|
19.4K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
379+ 37900.0% |
$56.1K - $63K
|
380
$58.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
379+ 5.82% |
$56.1K - $63K
|
6.89K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
368+ 2.46% |
$54.5K - $61.2K
|
15.3K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
363+ 0.97% |
$53.8K - $60.3K
|
37.8K
$5.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
356+ 7.88% |
$52.7K - $59.2K
|
4.88K
$754K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
352+ 6.61% |
$52.1K - $58.5K
|
5.68K
$878K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
351New |
$52K - $58.3K
|
351
$54.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
345New |
$51.1K - $57.3K
|
345
$53.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
335New |
$49.6K - $55.7K
|
335
$51.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
333+ 0.85% |
$49.3K - $55.4K
|
39.7K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
327+ 4.79% |
$48.4K - $54.4K
|
7.15K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
325New |
$48.1K - $54K
|
325
$50.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 6.62% |
$47.7K - $53.5K
|
5.19K
$802K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
320+ 10.59% |
$47.4K - $53.2K
|
3.34K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
319+ 17.71% |
$47.3K - $53K
|
2.12K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
304+ 1.08% |
$45K - $50.5K
|
28.3K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300New |
$44.4K - $49.9K
|
300
$46.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
298+ 0.57% |
$44.1K - $49.5K
|
52.6K
$8.14M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
296+ 1.89% |
$43.8K - $49.2K
|
16K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
295+ 21.49% |
$43.7K - $49K
|
1.67K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
289+ 3.92% |
$42.8K - $48K
|
7.66K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
282+ 0.99% |
$41.8K - $46.9K
|
28.6K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
281+ 10.21% |
$41.6K - $46.7K
|
3.03K
$469K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
277+ 14.24% |
$41K - $46K
|
2.22K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
271+ 41.82% |
$40.1K - $45K
|
919
$142K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
260+ 1.92% |
$38.5K - $43.2K
|
13.8K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
257+ 1.62% |
$38.1K - $42.7K
|
16.1K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
257+ 3.5% |
$38.1K - $42.7K
|
7.6K
$1.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
255+ 13.29% |
$37.8K - $42.4K
|
2.17K
$336K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
254+ 6.54% |
$37.6K - $42.2K
|
4.14K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
250+ 7.91% |
$37K - $41.6K
|
3.41K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
250+ 183.82% |
$37K - $41.6K
|
386
$59.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
249+ 7.41% |
$36.9K - $41.4K
|
3.61K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
248New |
$36.7K - $41.2K
|
248
$38.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
244+ 12.09% |
$36.1K - $40.6K
|
2.26K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
242+ 17.91% |
$35.8K - $40.2K
|
1.59K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
241+ 6.79% |
$35.7K - $40.1K
|
3.79K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
233+ 16.15% |
$34.5K - $38.7K
|
1.68K
$259K
|