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 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.27K+ 348.08% |
$273K - $1.44M
|
4.2K
$409K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.23K+ 601.68% |
$270K - $1.43M
|
3.77K
$366K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.21KNew |
$268K - $1.42M
|
3.21K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.21K+ 88.23% |
$268K - $1.42M
|
6.84K
$665K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.2K+ 400.0% |
$267K - $1.41M
|
4K
$389K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.14KNew |
$263K - $1.39M
|
3.14K
$306K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.12K+ 377.58% |
$260K - $1.38M
|
3.94K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.98K+ 400.0% |
$249K - $1.32M
|
3.73K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.97K+ 402.03% |
$248K - $1.31M
|
3.71K
$360K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 510.23% |
$246K - $1.3M
|
3.52K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.9K+ 414.29% |
$242K - $1.28M
|
3.6K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.89K+ 362.28% |
$242K - $1.28M
|
3.69K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.8K+ 400.0% |
$234K - $1.24M
|
3.5K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.79K+ 400.0% |
$233K - $1.23M
|
3.49K
$339K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.79K+ 179.06% |
$233K - $1.23M
|
4.35K
$422K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.76K+ 253.91% |
$231K - $1.22M
|
3.85K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.76K+ 396.41% |
$231K - $1.22M
|
3.46K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.73K+ 113.0% |
$228K - $1.21M
|
5.14K
$500K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.73KNew |
$228K - $1.2M
|
2.73K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.72K+ 400.0% |
$228K - $1.2M
|
3.41K
$331K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.72K+ 400.0% |
$227K - $1.2M
|
3.4K
$331K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.71KNew |
$226K - $1.2M
|
2.71K
$263K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.7KNew |
$226K - $1.19M
|
2.7K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.7K+ 413.0% |
$226K - $1.19M
|
3.36K
$326K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.68K+ 393.39% |
$224K - $1.18M
|
3.36K
$327K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.64K+ 400.0% |
$220K - $1.17M
|
3.3K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2.62K+ 386.01% |
$219K - $1.16M
|
3.3K
$321K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.61K+ 400.0% |
$218K - $1.15M
|
3.26K
$317K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.6K+ 400.0% |
$218K - $1.15M
|
3.26K
$316K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.6K+ 308.18% |
$217K - $1.15M
|
3.45K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.6K+ 400.0% |
$217K - $1.15M
|
3.25K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2.6K+ 400.0% |
$217K - $1.15M
|
3.25K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2.6KNew |
$217K - $1.15M
|
2.6K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.57KNew |
$214K - $1.13M
|
2.57K
$249K
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.55K+ 382.76% |
$213K - $1.13M
|
3.22K
$313K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.55K+ 400.0% |
$213K - $1.13M
|
3.19K
$310K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.53K+ 384.8% |
$212K - $1.12M
|
3.19K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.47K+ 370.83% |
$206K - $1.09M
|
3.13K
$304K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.47K+ 566.67% |
$206K - $1.09M
|
2.9K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.44K+ 400.0% |
$204K - $1.08M
|
3.06K
$297K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 400.0% |
$200K - $1.06M
|
2.99K
$290K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.38KNew |
$198K - $1.05M
|
2.38K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.38KNew |
$198K - $1.05M
|
2.38K
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
2.38KNew |
$198K - $1.05M
|
2.38K
$231K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.37KNew |
$198K - $1.05M
|
2.37K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.36KNew |
$197K - $1.04M
|
2.36K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.35K+ 239.96% |
$197K - $1.04M
|
3.34K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.34K+ 400.0% |
$196K - $1.03M
|
2.93K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.29K+ 313.7% |
$191K - $1.01M
|
3.02K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.27K+ 392.21% |
$189K - $1M
|
2.85K
$277K
|