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 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
42+ 0.13% |
$7.2K - $8.27K
|
32.8K
$6.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
40+ 0.42% |
$6.86K - $7.88K
|
9.63K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
40+ 2.69% |
$6.86K - $7.88K
|
1.53K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
40+ 3.28% |
$6.86K - $7.88K
|
1.26K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
38New |
$6.51K - $7.49K
|
38
$7.57K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
38+ 0.52% |
$6.51K - $7.49K
|
7.3K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38+ 1.49% |
$6.51K - $7.49K
|
2.59K
$517K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
36+ 0.8% |
$6.17K - $7.09K
|
4.54K
$904K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
36New |
$6.17K - $7.09K
|
36
$7.17K
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
36+ 0.32% |
$6.17K - $7.09K
|
11.2K
$2.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36+ 0.14% |
$6.17K - $7.09K
|
26.5K
$5.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
33+ 0.17% |
$5.66K - $6.5K
|
20K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
32+ 0.23% |
$5.48K - $6.3K
|
13.7K
$2.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
31+ 28.97% |
$5.31K - $6.11K
|
138
$27.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28+ 0.21% |
$4.8K - $5.52K
|
13.1K
$2.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.53% |
$4.63K - $5.32K
|
5.09K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
27+ 1.13% |
$4.63K - $5.32K
|
2.41K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24+ 1.72% |
$4.11K - $4.73K
|
1.42K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
24+ 2400.0% |
$4.11K - $4.73K
|
25
$4.98K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24+ 8.36% |
$4.11K - $4.73K
|
311
$61.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
18New |
$3.08K - $3.55K
|
18
$3.58K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
17New |
$2.91K - $3.35K
|
17
$3.39K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
17+ 0.73% |
$2.91K - $3.35K
|
2.35K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
16+ 0.23% |
$2.74K - $3.15K
|
6.85K
$1.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.79% |
$2.74K - $3.15K
|
2.05K
$408K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.17% |
$2.74K - $3.15K
|
9.51K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.57% |
$2.23K - $2.56K
|
2.3K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
13New |
$2.23K - $2.56K
|
13
$2.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
13+ 0.03% |
$2.23K - $2.56K
|
47K
$9.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.63% |
$2.06K - $2.36K
|
1.93K
$384K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11+ 0.13% |
$1.89K - $2.17K
|
8.72K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
10New |
$1.71K - $1.97K
|
10
$1.99K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10+ 0.85% |
$1.71K - $1.97K
|
1.18K
$235K
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
10+ 0.17% |
$1.71K - $1.97K
|
5.86K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
10+ 0.77% |
$1.71K - $1.97K
|
1.31K
$261K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
9New |
$1.54K - $1.77K
|
9
$1.79K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9+ 0.2% |
$1.54K - $1.77K
|
4.59K
$914K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
8+ 0.19% |
$1.37K - $1.58K
|
4.29K
$853K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7+ 0.03% |
$1.2K - $1.38K
|
24.4K
$4.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
6+ 0.18% |
$1.03K - $1.18K
|
3.41K
$680K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.04% |
$1.03K - $1.18K
|
16.4K
$3.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.03K - $1.18K
|
6
$1.19K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
5+ 0.27% |
$857 - $985
|
1.84K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5+ 0.15% |
$857 - $985
|
3.31K
$659K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4+ 0.05% |
$686 - $788
|
8.52K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.12% |
$686 - $788
|
3.3K
$656K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4+ 7.69% |
$686 - $788
|
56
$11.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$514 - $591
|
9.96K
$1.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
3+ 8.33% |
$514 - $591
|
39
$7.77K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$514 - $591
|
10.4K
$2.07M
|
|