Purchases and Sales Made in Q3 2025 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.04KNew |
$178K - $204K
|
1.04K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.03KNew |
$176K - $202K
|
1.03K
$204K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.03KNew |
$176K - $202K
|
1.03K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.02K+ 1.25% |
$175K - $201K
|
82.5K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.01K+ 125.75% |
$172K - $198K
|
1.81K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
977+ 53.56% |
$167K - $192K
|
2.8K
$558K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
952+ 12.99% |
$163K - $188K
|
8.28K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
947+ 2.09% |
$162K - $187K
|
46.2K
$9.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
942New |
$161K - $186K
|
942
$188K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
933+ 10.35% |
$160K - $184K
|
9.95K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
931+ 674.64% |
$160K - $183K
|
1.07K
$213K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
907+ 28.23% |
$155K - $179K
|
4.12K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
904New |
$155K - $178K
|
904
$180K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
902+ 1.67% |
$155K - $178K
|
55K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
899+ 8.33% |
$154K - $177K
|
11.7K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
890+ 3.57% |
$153K - $175K
|
25.8K
$5.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
884+ 8.25% |
$151K - $174K
|
11.6K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
856+ 4.14% |
$147K - $169K
|
21.5K
$4.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
843+ 4.48% |
$144K - $166K
|
19.6K
$3.91M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
835+ 16.96% |
$143K - $165K
|
5.76K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
800+ 46.54% |
$137K - $158K
|
2.52K
$502K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
790+ 17.56% |
$135K - $156K
|
5.29K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
760+ 19.53% |
$130K - $150K
|
4.65K
$926K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
756+ 0.73% |
$130K - $149K
|
105K
$20.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
715+ 67.39% |
$123K - $141K
|
1.78K
$354K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
714New |
$122K - $141K
|
714
$142K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
700+ 43.75% |
$120K - $138K
|
2.3K
$458K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
692+ 8.95% |
$119K - $136K
|
8.42K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
691+ 3.03% |
$118K - $136K
|
23.5K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
670+ 50.41% |
$115K - $132K
|
2K
$398K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
659+ 7.92% |
$113K - $130K
|
8.98K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
632+ 3.06% |
$108K - $125K
|
21.3K
$4.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
617+ 6.27% |
$106K - $122K
|
10.5K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
615+ 2.48% |
$105K - $121K
|
25.4K
$5.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
600+ 7.76% |
$103K - $118K
|
8.33K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
597+ 30.44% |
$102K - $118K
|
2.56K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
592+ 55.95% |
$101K - $117K
|
1.65K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
578+ 2.46% |
$99.1K - $114K
|
24K
$4.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
564+ 15.52% |
$96.7K - $111K
|
4.2K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
550+ 8.23% |
$94.3K - $108K
|
7.23K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
540+ 2.62% |
$92.5K - $106K
|
21.2K
$4.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
512+ 1.77% |
$87.7K - $101K
|
29.5K
$5.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
511+ 25.35% |
$87.6K - $101K
|
2.53K
$503K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
502+ 19.75% |
$86K - $98.9K
|
3.04K
$606K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
499+ 11.06% |
$85.5K - $98.3K
|
5.01K
$998K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
493+ 6.85% |
$84.5K - $97.1K
|
7.69K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
468+ 4.77% |
$80.2K - $92.2K
|
10.3K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
459+ 3.27% |
$78.7K - $90.4K
|
14.5K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
451+ 17.83% |
$77.3K - $88.9K
|
2.98K
$593K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
450+ 2.62% |
$77.1K - $88.7K
|
17.6K
$3.51M
|
|