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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-719- 15.27% |
$56K - $64.3K
|
3.99K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-750- 43.73% |
$58.5K - $67K
|
965
$100K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-765- 3.91% |
$59.6K - $68.4K
|
18.8K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-765- 38.5% |
$59.6K - $68.4K
|
1.22K
$127K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-770- 10.64% |
$60K - $68.8K
|
6.47K
$674K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-802- 7.5% |
$62.5K - $71.7K
|
9.9K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-825- 5.27% |
$64.3K - $73.7K
|
14.8K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-830- 2.6% |
$64.7K - $74.2K
|
31K
$3.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-910- 20.51% |
$70.9K - $81.3K
|
3.53K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-918- 16.41% |
$71.5K - $82K
|
4.68K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-954- 11.3% |
$74.4K - $85.3K
|
7.49K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.06K- 27.81% |
$82.2K - $94.3K
|
2.74K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.06K- 4.64% |
$82.2K - $94.3K
|
21.7K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.08K- 10.47% |
$83.9K - $96.3K
|
9.21K
$959K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.08K- 16.14% |
$84.4K - $96.8K
|
5.63K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 7.72% |
$87.6K - $100K
|
13.4K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.13K- 16.36% |
$87.7K - $101K
|
5.75K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.38K- 8.89% |
$107K - $123K
|
14.1K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.43K- 19.35% |
$112K - $128K
|
5.97K
$622K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 3.63% |
$117K - $135K
|
40K
$4.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 0.94% |
$119K - $137K
|
162K
$16.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-1.56K- 10.78% |
$122K - $140K
|
12.9K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.75K- 9.08% |
$136K - $156K
|
17.5K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.77K- 10.89% |
$138K - $158K
|
14.5K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.81K- 3.3% |
$141K - $162K
|
53K
$5.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.99K- 23.02% |
$155K - $177K
|
6.64K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2K- 38.59% |
$155K - $178K
|
3.18K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.09K- 1.12% |
$163K - $187K
|
184K
$19.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.15K- 8.79% |
$168K - $192K
|
22.3K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.16K- 22.61% |
$168K - $193K
|
7.39K
$769K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.4K- 2.09% |
$187K - $214K
|
112K
$11.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.47K- 25.98% |
$192K - $221K
|
7.03K
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-2.5K- 45.45% |
$195K - $223K
|
3K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.6K- 14.19% |
$203K - $232K
|
15.7K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.05K- 47.88% |
$238K - $273K
|
3.32K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 91.38% |
$240K - $275K
|
290
$30.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.19K- 14.0% |
$248K - $285K
|
19.6K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.19K- 2.26% |
$248K - $285K
|
138K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.29K- 13.65% |
$256K - $294K
|
20.8K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-3.29K- 1.34% |
$256K - $294K
|
242K
$25.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.36K- 41.94% |
$262K - $300K
|
4.65K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.57K- 6.82% |
$279K - $319K
|
48.8K
$5.08M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.62K- 20.26% |
$282K - $324K
|
14.2K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.77K- 8.82% |
$294K - $337K
|
39K
$4.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.97K- 12.31% |
$309K - $355K
|
28.3K
$2.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4K- 93.02% |
$311K - $357K
|
300
$31.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.07K- 10.27% |
$317K - $363K
|
35.5K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.09K- 29.07% |
$319K - $366K
|
9.98K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.34K- 13.95% |
$338K - $387K
|
26.7K
$2.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.68K- 5.02% |
$365K - $418K
|
88.5K
$9.21M
|