Purchases and Sales Made in Q3 2024 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 39.96% |
$868K - $995K
|
39K
$4.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 1845.69% |
$834K - $957K
|
11.3K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4K+ 125.26% |
$813K - $933K
|
18.8K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
10.2K+ 7.34% |
$798K - $915K
|
150K
$15.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.9KNew |
$694K - $796K
|
8.9K
$927K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.47K+ 109.87% |
$660K - $757K
|
16.2K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.25K+ 9.18% |
$643K - $738K
|
98.1K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.75K+ 5.0% |
$604K - $692K
|
163K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
7.47KNew |
$582K - $667K
|
7.47K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.09KNew |
$552K - $633K
|
7.09K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.79KNew |
$529K - $606K
|
6.79K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
6.43KNew |
$501K - $574K
|
6.43K
$669K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.06KNew |
$472K - $542K
|
6.06K
$631K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.92K+ 8.6% |
$461K - $529K
|
74.7K
$7.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.43K+ 55.27% |
$424K - $486K
|
15.3K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.9KNew |
$382K - $438K
|
4.9K
$510K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.85KNew |
$378K - $434K
|
4.85K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.77K+ 44.28% |
$372K - $426K
|
15.5K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.68K+ 35.9% |
$364K - $418K
|
17.7K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
4.55KNew |
$354K - $406K
|
4.55K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.86K+ 56.09% |
$301K - $345K
|
10.7K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.71KNew |
$289K - $332K
|
3.71K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.56KNew |
$277K - $318K
|
3.56K
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.45KNew |
$269K - $309K
|
3.45K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.38K+ 7.36% |
$264K - $302K
|
49.4K
$5.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.95KNew |
$230K - $263K
|
2.95K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.93K+ 96.07% |
$228K - $262K
|
5.98K
$623K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
2.92K+ 5.8% |
$228K - $261K
|
53.4K
$5.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.89KNew |
$225K - $259K
|
2.89K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.64K+ 7.76% |
$206K - $236K
|
36.7K
$3.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.63K+ 34.96% |
$205K - $235K
|
10.1K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 5.03% |
$200K - $229K
|
53.6K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.54K+ 56.83% |
$198K - $227K
|
7K
$729K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.4KNew |
$187K - $215K
|
2.4K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.38KNew |
$185K - $212K
|
2.38K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.37KNew |
$185K - $212K
|
2.37K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.28KNew |
$177K - $203K
|
2.28K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.26K+ 69.45% |
$176K - $202K
|
5.51K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.12K+ 21.7% |
$165K - $189K
|
11.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 5.33% |
$160K - $183K
|
40.4K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.98K+ 0.13% |
$154K - $177K
|
1.55M
$162M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 26.9% |
$154K - $177K
|
9.35K
$973K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 10.57% |
$151K - $174K
|
20.3K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.91KNew |
$149K - $171K
|
1.91K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.84K+ 77.43% |
$143K - $164K
|
4.21K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.81K+ 1.66% |
$141K - $161K
|
110K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73K+ 0.94% |
$135K - $154K
|
186K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.61K+ 66.72% |
$126K - $144K
|
4.03K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.58K+ 27.9% |
$123K - $141K
|
7.26K
$755K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.21K+ 43.89% |
$94.1K - $108K
|
3.96K
$412K
|