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 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
93+ 2.2% |
$7.25K - $8.31K
|
4.31K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
91+ 0.07% |
$7.09K - $8.13K
|
135K
$14.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
85+ 6.54% |
$6.62K - $7.6K
|
1.38K
$144K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80+ 4.28% |
$6.24K - $7.15K
|
1.95K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
75+ 3.19% |
$5.85K - $6.7K
|
2.43K
$253K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
54+ 0.25% |
$4.21K - $4.83K
|
21.3K
$2.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50+ 0.51% |
$3.9K - $4.47K
|
9.88K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
37+ 1.07% |
$2.88K - $3.31K
|
3.5K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
33New |
$2.57K - $2.95K
|
33
$3.44K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
31+ 0.84% |
$2.42K - $2.77K
|
3.74K
$389K
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
BUY
|
- |
30New |
$2.34K - $2.68K
|
30
$3.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
25+ 0.48% |
$1.95K - $2.23K
|
5.29K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24+ 800.0% |
$1.87K - $2.14K
|
27
$2.81K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19+ 0.51% |
$1.48K - $1.7K
|
3.72K
$387K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
12+ 0.09% |
$935 - $1.07K
|
12.9K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10New |
$779 - $894
|
10
$1.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$234 - $268
|
3
$312
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 0.34% |
$234 - $268
|
893
$93K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1+ 0.01% |
$77.9 - $89.4
|
11.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$77.9 - $89.4
|
42.1K
$4.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.04% |
$156 - $179
|
5.33K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.04% |
$234 - $268
|
6.77K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7- 4.38% |
$546 - $626
|
153
$15.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 1.67% |
$779 - $894
|
590
$61.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-11- 0.17% |
$857 - $983
|
6.44K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-16- 0.18% |
$1.25K - $1.43K
|
8.83K
$919K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 20.0% |
$1.56K - $1.79K
|
80
$8.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-20- 12.9% |
$1.56K - $1.79K
|
135
$14.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-24- 0.41% |
$1.87K - $2.14K
|
5.79K
$603K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.36% |
$1.95K - $2.23K
|
6.85K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-30- 0.87% |
$2.34K - $2.68K
|
3.43K
$357K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-36- 0.76% |
$2.81K - $3.22K
|
4.67K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 1.11% |
$3.51K - $4.02K
|
4K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.22% |
$3.9K - $4.47K
|
23.2K
$2.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-51- 1.48% |
$3.97K - $4.56K
|
3.39K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-55- 0.83% |
$4.29K - $4.92K
|
6.59K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-67- 1.65% |
$5.22K - $5.99K
|
3.99K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70- 0.06% |
$5.46K - $6.26K
|
110K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-70- 0.93% |
$5.46K - $6.26K
|
7.49K
$779K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-70- 0.49% |
$5.46K - $6.26K
|
14.2K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-70- 6.57% |
$5.46K - $6.26K
|
995
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-73- 0.81% |
$5.69K - $6.52K
|
8.96K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-75- 0.85% |
$5.85K - $6.7K
|
8.79K
$915K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-75- 2.36% |
$5.85K - $6.7K
|
3.1K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92- 0.49% |
$7.17K - $8.22K
|
18.9K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 3.09% |
$7.79K - $8.94K
|
3.14K
$327K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-103- 0.62% |
$8.03K - $9.21K
|
16.5K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-105- 4.14% |
$8.18K - $9.38K
|
2.43K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-105- 10.88% |
$8.18K - $9.38K
|
860
$89.5K
|