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 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.15KNew |
$89.2K - $102K
|
1.15K
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.1K+ 10.98% |
$85.4K - $97.9K
|
11.1K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.04K+ 37.93% |
$80.7K - $92.6K
|
3.77K
$392K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1K+ 0.93% |
$78.2K - $89.6K
|
109K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1K+ 19.52% |
$78K - $89.5K
|
6.13K
$638K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
900+ 1.34% |
$70.1K - $80.4K
|
68.1K
$7.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
880+ 2.08% |
$68.6K - $78.6K
|
43.1K
$4.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
870New |
$67.8K - $77.8K
|
870
$90.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
855+ 36.57% |
$66.6K - $76.4K
|
3.19K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
847+ 13.42% |
$66K - $75.7K
|
7.16K
$745K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
743+ 11.78% |
$57.9K - $66.4K
|
7.05K
$734K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
738+ 0.77% |
$57.5K - $66K
|
96.7K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
737+ 9.06% |
$57.4K - $65.9K
|
8.87K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
735+ 1.18% |
$57.3K - $65.7K
|
63.2K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
727+ 11.06% |
$56.7K - $65K
|
7.3K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
625+ 1.7% |
$48.7K - $55.9K
|
37.4K
$3.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
608+ 6.11% |
$47.4K - $54.3K
|
10.6K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
594+ 2.52% |
$46.3K - $53.1K
|
24.1K
$2.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
500New |
$39K - $44.7K
|
500
$52.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
485+ 12.94% |
$37.8K - $43.3K
|
4.23K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
479+ 7.3% |
$37.3K - $42.8K
|
7.04K
$733K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
465+ 1.15% |
$36.2K - $41.6K
|
40.8K
$4.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
425New |
$33.1K - $38K
|
425
$44.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
410+ 45.56% |
$32K - $36.6K
|
1.31K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
368+ 14.02% |
$28.7K - $32.9K
|
2.99K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
349+ 1.08% |
$27.2K - $31.2K
|
32.5K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
341+ 2.42% |
$26.6K - $30.5K
|
14.4K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
330New |
$25.7K - $29.5K
|
330
$34.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
295+ 590.0% |
$23K - $26.4K
|
345
$35.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
285New |
$22.2K - $25.5K
|
285
$29.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
275New |
$21.4K - $24.6K
|
275
$28.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
273+ 10.83% |
$21.3K - $24.4K
|
2.79K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
254+ 1.2% |
$19.8K - $22.7K
|
21.4K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
250+ 7.58% |
$19.5K - $22.3K
|
3.55K
$370K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
245New |
$19.1K - $21.9K
|
245
$25.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
239+ 1.27% |
$18.6K - $21.4K
|
19.1K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
238+ 7.59% |
$18.5K - $21.3K
|
3.37K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
231+ 8.52% |
$18K - $20.6K
|
2.94K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
221+ 3.96% |
$17.2K - $19.8K
|
5.8K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
220+ 3.46% |
$17.1K - $19.7K
|
6.57K
$684K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
212+ 0.96% |
$16.5K - $18.9K
|
22.3K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
200New |
$15.6K - $17.9K
|
200
$20.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
178+ 0.56% |
$13.9K - $15.9K
|
31.9K
$3.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
175+ 4.79% |
$13.6K - $15.6K
|
3.83K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 2.99% |
$11.7K - $13.4K
|
5.18K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
140+ 2.94% |
$10.9K - $12.5K
|
4.9K
$510K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
140+ 1.55% |
$10.9K - $12.5K
|
9.18K
$955K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
138+ 0.16% |
$10.8K - $12.3K
|
85.9K
$8.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$9.74K - $11.2K
|
125
$13K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 8.13% |
$7.79K - $8.94K
|
1.33K
$138K
|