Purchases and Sales Made in Q1 2025 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.7K- 49.88% |
$3.75M - $4.45M
|
26.8K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.8K- 2.68% |
$4.04M - $4.8M
|
1.04M
$208M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-31.7K- 45.72% |
$4.45M - $5.29M
|
37.6K
$7.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-32.2K- 2.98% |
$4.52M - $5.37M
|
1.05M
$209M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.6KClosed |
$4.72M - $5.61M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34.8K- 9.62% |
$4.89M - $5.81M
|
327K
$65.2M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-36.5K- 94.9% |
$5.12M - $6.08M
|
1.96K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-42.2K- 86.84% |
$5.93M - $7.04M
|
6.4K
$1.27M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-43.4K- 42.12% |
$6.09M - $7.23M
|
59.6K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-57.7K- 51.61% |
$8.11M - $9.63M
|
54.1K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-64K- 80.02% |
$8.99M - $10.7M
|
16K
$3.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-66.7K- 89.35% |
$9.36M - $11.1M
|
7.95K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-68.9K- 5.75% |
$9.68M - $11.5M
|
1.13M
$225M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.4K- 0.68% |
$9.74M - $11.6M
|
10.1M
$2.02B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76.3K- 2.23% |
$10.7M - $12.7M
|
3.34M
$666M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-81.7K- 4.18% |
$11.5M - $13.6M
|
1.87M
$373M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-96K- 6.84% |
$13.5M - $16M
|
1.31M
$261M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-104K- 6.51% |
$14.7M - $17.4M
|
1.5M
$299M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-109K- 95.71% |
$15.4M - $18.2M
|
4.9K
$976K
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-232K- 42.9% |
$32.6M - $38.8M
|
309K
$61.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-302K- 99.29% |
$42.4M - $50.4M
|
2.17K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-327K- 26.02% |
$45.9M - $54.5M
|
928K
$185M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-369K- 88.46% |
$51.8M - $61.5M
|
48.1K
$9.58M
|
|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-568K- 35.24% |
$79.7M - $94.7M
|
1.04M
$208M
|
|