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 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
572+ 400.0% |
$47.8K - $253K
|
715
$69.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
559+ 278.11% |
$46.7K - $247K
|
760
$73.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
536+ 400.0% |
$44.8K - $237K
|
670
$65.1K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
520+ 400.0% |
$43.5K - $230K
|
650
$63.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
520+ 400.0% |
$43.5K - $230K
|
650
$63.2K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
520+ 400.0% |
$43.5K - $230K
|
650
$63.2K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
500+ 400.0% |
$41.8K - $221K
|
625
$60.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
480+ 400.0% |
$40.1K - $212K
|
600
$58.3K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
468+ 79.73% |
$39.1K - $207K
|
1.06K
$103K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
460New |
$38.4K - $203K
|
460
$44.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
455New |
$38K - $201K
|
455
$44.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
450+ 360.0% |
$37.6K - $199K
|
575
$55.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
424+ 350.41% |
$35.4K - $187K
|
545
$53K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
411+ 441.94% |
$34.3K - $182K
|
504
$49K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 269.33% |
$33.8K - $179K
|
554
$53.9K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400+ 400.0% |
$33.4K - $177K
|
500
$48.6K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
375New |
$31.3K - $166K
|
375
$36.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
352+ 400.0% |
$29.4K - $156K
|
440
$42.8K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
320+ 400.0% |
$26.7K - $141K
|
400
$38.9K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
316+ 400.0% |
$26.4K - $140K
|
395
$38.4K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
288+ 400.0% |
$24.1K - $127K
|
360
$35K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
252+ 400.0% |
$21.1K - $111K
|
315
$30.6K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
236+ 400.0% |
$19.7K - $104K
|
295
$28.7K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
232+ 400.0% |
$19.4K - $103K
|
290
$28.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
212+ 400.0% |
$17.7K - $93.7K
|
265
$25.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
212+ 400.0% |
$17.7K - $93.7K
|
265
$25.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
201+ 21.75% |
$16.8K - $88.8K
|
1.13K
$109K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
198+ 257.14% |
$16.5K - $87.5K
|
275
$26.7K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
175+ 350.0% |
$14.6K - $77.4K
|
225
$21.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
152+ 400.0% |
$12.7K - $67.2K
|
190
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
136+ 400.0% |
$11.4K - $60.1K
|
170
$16.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
136+ 400.0% |
$11.4K - $60.1K
|
170
$16.5K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120+ 400.0% |
$10K - $53K
|
150
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
118+ 318.92% |
$9.86K - $52.2K
|
155
$15.1K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
117New |
$9.78K - $51.7K
|
117
$11.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
92+ 400.0% |
$7.69K - $40.7K
|
115
$11.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
88+ 400.0% |
$7.35K - $38.9K
|
110
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
80+ 400.0% |
$6.68K - $35.4K
|
100
$9.72K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
72+ 400.0% |
$6.02K - $31.8K
|
90
$8.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68+ 400.0% |
$5.68K - $30.1K
|
85
$8.26K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
66New |
$5.51K - $29.2K
|
66
$6.42K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
65New |
$5.43K - $28.7K
|
65
$6.32K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56+ 127.27% |
$4.68K - $24.8K
|
100
$9.72K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55New |
$4.6K - $24.3K
|
55
$5.35K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48+ 2400.0% |
$4.01K - $21.2K
|
50
$4.86K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 400.0% |
$3.34K - $17.7K
|
50
$4.86K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
35New |
$2.92K - $15.5K
|
35
$3.4K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30New |
$2.51K - $13.3K
|
30
$2.92K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28+ 400.0% |
$2.34K - $12.4K
|
35
$3.4K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
28+ 400.0% |
$2.34K - $12.4K
|
35
$3.4K
|