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 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.07K+ 79.14% |
$307K - $344K
|
4.69K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.06K+ 1.01% |
$305K - $343K
|
207K
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.04K+ 29.98% |
$302K - $339K
|
8.84K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2KNew |
$296K - $332K
|
2K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$296K - $332K
|
2K
$274K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.99K+ 13.32% |
$294K - $330K
|
16.9K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 6.24% |
$294K - $329K
|
33.7K
$4.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.94K+ 17.62% |
$287K - $322K
|
12.9K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.91K+ 16.92% |
$283K - $317K
|
13.2K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.9K+ 5.97% |
$281K - $315K
|
33.7K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.89K+ 12.87% |
$279K - $314K
|
16.5K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.86KNew |
$276K - $309K
|
1.86K
$255K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.85KNew |
$273K - $307K
|
1.85K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1.81KNew |
$268K - $301K
|
1.81K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.81KNew |
$267K - $300K
|
1.81K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.78KNew |
$264K - $296K
|
1.78K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78K+ 46.22% |
$264K - $296K
|
5.63K
$771K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.73K+ 9.99% |
$256K - $288K
|
19.1K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.72KNew |
$254K - $285K
|
1.72K
$235K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.7KNew |
$252K - $283K
|
1.7K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.69K+ 14.92% |
$251K - $282K
|
13K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.69KNew |
$250K - $281K
|
1.69K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.65K+ 14.17% |
$244K - $274K
|
13.3K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.61K+ 17.75% |
$239K - $268K
|
10.7K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.58KNew |
$234K - $262K
|
1.58K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
1.57K+ 15.74% |
$233K - $261K
|
11.6K
$1.58M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.53KNew |
$227K - $254K
|
1.53K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.53K+ 10.54% |
$226K - $254K
|
16K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.48K+ 6.24% |
$219K - $246K
|
25.2K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.46KNew |
$217K - $243K
|
1.46K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.46KNew |
$216K - $242K
|
1.46K
$199K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.42KNew |
$211K - $237K
|
1.42K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.41KNew |
$209K - $235K
|
1.41K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1.41K+ 9.89% |
$209K - $234K
|
15.7K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.39KNew |
$206K - $232K
|
1.39K
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.39KNew |
$206K - $231K
|
1.39K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.38KNew |
$204K - $229K
|
1.38K
$189K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.34K+ 49.81% |
$198K - $222K
|
4.02K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.33K+ 1.79% |
$196K - $220K
|
75.5K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1.31KNew |
$194K - $217K
|
1.31K
$179K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.3KNew |
$192K - $216K
|
1.3K
$178K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 13.26% |
$192K - $216K
|
11.1K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.3KNew |
$192K - $215K
|
1.3K
$177K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$192K - $215K
|
1.29K
$177K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.29KNew |
$191K - $214K
|
1.29K
$176K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 16.76% |
$190K - $214K
|
8.95K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.29K+ 46.37% |
$190K - $214K
|
4.06K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.29KNew |
$190K - $214K
|
1.29K
$176K
|