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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.9K- 2.56% |
$2.36M - $2.65M
|
608K
$83.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-17K- 16.06% |
$2.52M - $2.82M
|
88.8K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.2K- 0.88% |
$2.56M - $2.87M
|
1.95M
$267M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.7K- 4.88% |
$2.62M - $2.94M
|
345K
$47.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.8K- 18.09% |
$2.63M - $2.95M
|
80.4K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18.5K- 89.01% |
$2.73M - $3.07M
|
2.28K
$312K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.5K- 70.1% |
$2.74M - $3.07M
|
7.88K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.9K- 35.72% |
$2.8M - $3.14M
|
34K
$4.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-18.9K- 38.08% |
$2.8M - $3.14M
|
30.7K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19K- 10.51% |
$2.82M - $3.16M
|
162K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.1K- 1.5% |
$2.83M - $3.18M
|
1.25M
$172M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20.4K- 96.34% |
$3.02M - $3.39M
|
775
$106K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 33.25% |
$3.13M - $3.51M
|
42.4K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-21.6K- 63.09% |
$3.21M - $3.6M
|
12.7K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.9K- 99.98% |
$3.24M - $3.63M
|
4
$548
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.6K- 66.22% |
$3.5M - $3.92M
|
12K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.1K- 2.18% |
$3.57M - $4M
|
1.08M
$148M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-24.8K- 50.79% |
$3.68M - $4.13M
|
24.1K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.8K- 6.88% |
$3.82M - $4.29M
|
350K
$47.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-25.9K- 24.43% |
$3.83M - $4.3M
|
80K
$11M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-26.3K- 86.12% |
$3.89M - $4.36M
|
4.23K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.5K- 47.97% |
$4.07M - $4.57M
|
29.8K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30K- 86.93% |
$4.45M - $4.99M
|
4.52K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.5K- 11.57% |
$4.96M - $5.56M
|
256K
$35M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-34.2K- 95.19% |
$5.07M - $5.69M
|
1.73K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.1K- 4.83% |
$5.21M - $5.84M
|
693K
$94.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-35.5K- 46.47% |
$5.25M - $5.9M
|
40.9K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.7K- 21.64% |
$5.58M - $6.27M
|
137K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.5K- 3.5% |
$6.44M - $7.23M
|
1.2M
$164M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51.5K- 30.64% |
$7.62M - $8.55M
|
117K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-53.5K- 81.08% |
$7.92M - $8.89M
|
12.5K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-54.6K- 57.52% |
$8.09M - $9.08M
|
40.4K
$5.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-56.5K- 69.28% |
$8.37M - $9.39M
|
25K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-56.9K- 7.96% |
$8.43M - $9.46M
|
657K
$90M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-57.3K- 91.63% |
$8.48M - $9.52M
|
5.23K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-69.7K- 98.26% |
$10.3M - $11.6M
|
1.23K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-74.3K- 13.43% |
$11M - $12.4M
|
479K
$65.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-83.1K- 42.64% |
$12.3M - $13.8M
|
112K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-84.3K- 95.26% |
$12.5M - $14M
|
4.2K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-84.3K- 66.25% |
$12.5M - $14M
|
43K
$5.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-94.4K- 91.45% |
$14M - $15.7M
|
8.82K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-178K- 14.2% |
$26.3M - $29.5M
|
1.07M
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-184K- 4.06% |
$27.2M - $30.5M
|
4.34M
$594M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-545K- 5.07% |
$80.7M - $90.6M
|
10.2M
$1.4B
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.19M- 97.89% |
$177M - $198M
|
25.7K
$3.52M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.17M- 99.3% |
$469M - $527M
|
22.4K
$3.07M
|