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 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
160+ 3.64% |
$27.4K - $31.5K
|
4.56K
$907K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
159+ 2.7% |
$27.2K - $31.3K
|
6.04K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
158New |
$27.1K - $31.1K
|
158
$31.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
155+ 4.49% |
$26.6K - $30.5K
|
3.61K
$719K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 6.99% |
$25.7K - $29.6K
|
2.3K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
150+ 5.77% |
$25.7K - $29.6K
|
2.75K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
143New |
$24.5K - $28.2K
|
143
$28.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
142+ 0.33% |
$24.3K - $28K
|
43.4K
$8.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
141+ 0.73% |
$24.2K - $27.8K
|
19.5K
$3.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
140+ 7.54% |
$24K - $27.6K
|
2K
$398K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
138+ 13.07% |
$23.7K - $27.2K
|
1.19K
$238K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
135+ 1.12% |
$23.1K - $26.6K
|
12.2K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
133+ 5.65% |
$22.8K - $26.2K
|
2.49K
$496K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
124+ 2.09% |
$21.3K - $24.4K
|
6.04K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
124+ 2.65% |
$21.3K - $24.4K
|
4.8K
$956K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
123+ 1.53% |
$21.1K - $24.2K
|
8.15K
$1.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
120+ 2.54% |
$20.6K - $23.6K
|
4.85K
$965K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
119+ 0.91% |
$20.4K - $23.4K
|
13.2K
$2.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
115+ 1.37% |
$19.7K - $22.7K
|
8.52K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
106+ 0.67% |
$18.2K - $20.9K
|
15.9K
$3.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
106+ 1325.0% |
$18.2K - $20.9K
|
114
$22.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
106New |
$18.2K - $20.9K
|
106
$21.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
104+ 0.71% |
$17.8K - $20.5K
|
14.8K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
100New |
$17.1K - $19.7K
|
100
$19.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 16.67% |
$17.1K - $19.7K
|
700
$139K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100+ 1.65% |
$17.1K - $19.7K
|
6.18K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
100New |
$17.1K - $19.7K
|
100
$19.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
98+ 1.54% |
$16.8K - $19.3K
|
6.45K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
96+ 1.38% |
$16.5K - $18.9K
|
7.03K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
92New |
$15.8K - $18.1K
|
92
$18.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85+ 0.38% |
$14.6K - $16.7K
|
22.6K
$4.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
85+ 0.62% |
$14.6K - $16.7K
|
13.8K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
83+ 0.2% |
$14.2K - $16.4K
|
40.7K
$8.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
81+ 4.48% |
$13.9K - $16K
|
1.89K
$376K
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
80+ 1.46% |
$13.7K - $15.8K
|
5.56K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
77+ 0.29% |
$13.2K - $15.2K
|
27.1K
$5.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
75+ 5.58% |
$12.9K - $14.8K
|
1.42K
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
74New |
$12.7K - $14.6K
|
74
$14.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
71New |
$12.2K - $14K
|
71
$14.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
63+ 5.13% |
$10.8K - $12.4K
|
1.29K
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
62+ 3.78% |
$10.6K - $12.2K
|
1.7K
$339K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
61+ 3.3% |
$10.5K - $12K
|
1.91K
$380K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
61New |
$10.5K - $12K
|
61
$12.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
58+ 1.03% |
$9.94K - $11.4K
|
5.72K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
56+ 1.17% |
$9.6K - $11K
|
4.86K
$968K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 1.01% |
$9.25K - $10.6K
|
5.4K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
49+ 2.72% |
$8.4K - $9.65K
|
1.85K
$369K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
49+ 1.72% |
$8.4K - $9.65K
|
2.9K
$577K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
48New |
$8.23K - $9.46K
|
48
$9.56K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
43+ 0.31% |
$7.37K - $8.47K
|
14.1K
$2.8M
|
|