Purchases and Sales Made in Q1 2024 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH-SOFTWARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.23K+ 445.05% |
$688K - $3.64M
|
10.1K
$980K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
8.08K+ 400.0% |
$675K - $3.57M
|
10.1K
$982K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.07K+ 387.98% |
$674K - $3.57M
|
10.2K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8K+ 400.0% |
$668K - $3.54M
|
10K
$972K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7.92K+ 395.01% |
$662K - $3.5M
|
9.93K
$965K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.86K+ 400.05% |
$657K - $3.47M
|
9.83K
$955K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.86K+ 315.66% |
$657K - $3.47M
|
10.4K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.7KNew |
$644K - $3.4M
|
7.7K
$749K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.68K+ 410.7% |
$641K - $3.39M
|
9.55K
$928K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
7.63K+ 393.55% |
$637K - $3.37M
|
9.57K
$930K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.49K+ 659.47% |
$625K - $3.31M
|
8.62K
$838K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
7.47K+ 397.34% |
$625K - $3.3M
|
9.36K
$909K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.4K+ 400.0% |
$618K - $3.27M
|
9.25K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
7.39K+ 396.46% |
$618K - $3.27M
|
9.26K
$900K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.36KNew |
$615K - $3.25M
|
7.36K
$716K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.2K+ 400.0% |
$602K - $3.18M
|
9.01K
$875K
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
7.16K+ 400.0% |
$598K - $3.16M
|
8.95K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
7.11K+ 361.83% |
$594K - $3.14M
|
9.08K
$882K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
7.1K+ 370.79% |
$593K - $3.14M
|
9.01K
$876K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.1K+ 354.98% |
$593K - $3.14M
|
9.1K
$884K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.09K+ 364.76% |
$593K - $3.13M
|
9.04K
$878K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.04K+ 406.94% |
$588K - $3.11M
|
8.77K
$853K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7K+ 262.22% |
$585K - $3.09M
|
9.66K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.91K+ 453.15% |
$577K - $3.05M
|
8.43K
$819K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.88K+ 318.32% |
$575K - $3.04M
|
9.04K
$879K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.65K+ 288.55% |
$556K - $2.94M
|
8.96K
$871K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.64K+ 402.12% |
$555K - $2.93M
|
8.29K
$806K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.63K+ 242.98% |
$554K - $2.93M
|
9.35K
$909K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.59K+ 399.88% |
$550K - $2.91M
|
8.23K
$800K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.47K+ 336.65% |
$540K - $2.86M
|
8.39K
$815K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.44K+ 606.21% |
$538K - $2.85M
|
7.5K
$729K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.28K+ 373.83% |
$525K - $2.78M
|
7.97K
$774K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.26K+ 400.0% |
$523K - $2.77M
|
7.82K
$760K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
6.08K+ 384.01% |
$508K - $2.69M
|
7.66K
$744K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.04K+ 398.48% |
$505K - $2.67M
|
7.56K
$735K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
6K+ 1066.07% |
$502K - $2.65M
|
6.57K
$638K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6K+ 400.0% |
$501K - $2.65M
|
7.5K
$729K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.94K+ 387.92% |
$496K - $2.63M
|
7.47K
$726K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.8K+ 400.76% |
$485K - $2.56M
|
7.25K
$705K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.69K+ 616.23% |
$476K - $2.52M
|
6.62K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5.69K+ 277.98% |
$476K - $2.52M
|
7.74K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.53K+ 409.33% |
$462K - $2.44M
|
6.88K
$668K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.45K+ 895.07% |
$455K - $2.41M
|
6.06K
$589K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.44K+ 400.0% |
$455K - $2.4M
|
6.8K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
5.43KNew |
$454K - $2.4M
|
5.43K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.4K+ 400.0% |
$452K - $2.39M
|
6.76K
$657K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.35K+ 385.94% |
$447K - $2.37M
|
6.74K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.33K+ 294.26% |
$445K - $2.36M
|
7.14K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.31K+ 400.0% |
$444K - $2.35M
|
6.64K
$645K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
5.2KNew |
$435K - $2.3M
|
5.2K
$505K
|