Purchases and Sales Made in Q2 2024 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13+ 0.15% |
$1.01K - $1.13K
|
8.44K
$914K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
8+ 400.0% |
$619 - $695
|
10
$1.08K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.15% |
$387 - $435
|
3.37K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3New |
$232 - $261
|
3
$325
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1+ 0.01% |
$77.4 - $86.9
|
9.04K
$978K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.85% |
$77.4 - $86.9
|
118
$12.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-5- 0.05% |
$387 - $435
|
9.35K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14- 0.07% |
$1.08K - $1.22K
|
19.8K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 4.17% |
$1.16K - $1.3K
|
345
$37.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-15- 0.23% |
$1.16K - $1.3K
|
6.63K
$717K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 3.67% |
$1.55K - $1.74K
|
525
$56.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-20- 0.61% |
$1.55K - $1.74K
|
3.24K
$351K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 1.79% |
$1.62K - $1.82K
|
1.15K
$125K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-23- 0.72% |
$1.78K - $2K
|
3.17K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-30- 1.06% |
$2.32K - $2.61K
|
2.8K
$303K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-33- 0.62% |
$2.55K - $2.87K
|
5.28K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-38- 0.49% |
$2.94K - $3.3K
|
7.67K
$830K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-38- 1.03% |
$2.94K - $3.3K
|
3.67K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-40- 1.09% |
$3.09K - $3.48K
|
3.63K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-45- 6.72% |
$3.48K - $3.91K
|
625
$67.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-47- 0.91% |
$3.64K - $4.08K
|
5.13K
$555K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 50.0% |
$3.87K - $4.35K
|
50
$5.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-55- 2.1% |
$4.25K - $4.78K
|
2.57K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-60- 0.66% |
$4.64K - $5.21K
|
9.04K
$978K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-62- 1.0% |
$4.8K - $5.39K
|
6.15K
$665K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-73- 0.93% |
$5.65K - $6.34K
|
7.75K
$839K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-73- 0.46% |
$5.65K - $6.34K
|
15.6K
$1.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-75- 3.07% |
$5.8K - $6.52K
|
2.37K
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-75- 3.41% |
$5.8K - $6.52K
|
2.13K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-78- 2.4% |
$6.03K - $6.78K
|
3.17K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-89- 2.41% |
$6.89K - $7.73K
|
3.6K
$390K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-90- 0.73% |
$6.96K - $7.82K
|
12.3K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-95- 0.67% |
$7.35K - $8.26K
|
14.1K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-124- 0.39% |
$9.59K - $10.8K
|
31.9K
$3.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-128- 12.45% |
$9.9K - $11.1K
|
900
$97.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-170- 0.3% |
$13.2K - $14.8K
|
56.8K
$6.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-170- 3.13% |
$13.2K - $14.8K
|
5.26K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-170- 5.28% |
$13.2K - $14.8K
|
3.05K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-170- 5.11% |
$13.2K - $14.8K
|
3.16K
$341K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-171- 1.02% |
$13.2K - $14.9K
|
16.6K
$1.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-191- 2.12% |
$14.8K - $16.6K
|
8.82K
$955K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-195- 0.53% |
$15.1K - $16.9K
|
36.8K
$3.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-199- 4.05% |
$15.4K - $17.3K
|
4.71K
$510K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 4.27% |
$15.5K - $17.4K
|
4.48K
$485K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-208- 1.15% |
$16.1K - $18.1K
|
17.9K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-232- 0.73% |
$17.9K - $20.2K
|
31.7K
$3.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-247- 3.0% |
$19.1K - $21.5K
|
7.99K
$864K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-248- 22.04% |
$19.2K - $21.6K
|
877
$94.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-250- 9.01% |
$19.3K - $21.7K
|
2.53K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-255- 12.0% |
$19.7K - $22.2K
|
1.87K
$202K
|