Purchases and Sales Made in Q4 2024 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.13KNew |
$186K - $234K
|
2.13K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.12KNew |
$185K - $233K
|
2.12K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.11KNew |
$184K - $232K
|
2.11K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.06K+ 7.27% |
$180K - $226K
|
30.3K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.03KNew |
$177K - $223K
|
2.03K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.02K+ 3.82% |
$177K - $223K
|
55K
$5.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.02KNew |
$176K - $222K
|
2.02K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.89K+ 26.92% |
$166K - $209K
|
8.93K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.83KNew |
$160K - $201K
|
1.83K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.8K+ 64.29% |
$158K - $198K
|
4.6K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.77K+ 1.92% |
$155K - $195K
|
93.7K
$9.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.58K+ 42.42% |
$138K - $174K
|
5.3K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 46.02% |
$137K - $172K
|
4.97K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.34K+ 8.79% |
$117K - $148K
|
16.6K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.1K+ 1.62% |
$96.3K - $121K
|
69.2K
$7.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
865+ 2.36% |
$75.7K - $95.3K
|
37.5K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
855+ 28.51% |
$74.8K - $94.2K
|
3.85K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
814+ 21.92% |
$71.2K - $89.7K
|
4.53K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$67.8K - $85.4K
|
775
$81.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
738+ 25.51% |
$64.6K - $81.3K
|
3.63K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
720+ 3.83% |
$63K - $79.3K
|
19.5K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
712New |
$62.3K - $78.4K
|
712
$74.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
656+ 4.66% |
$57.4K - $72.3K
|
14.7K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
615+ 4.15% |
$53.8K - $67.8K
|
15.4K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
610+ 3.0% |
$53.4K - $67.2K
|
20.9K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
555New |
$48.6K - $61.1K
|
555
$58.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
533+ 13.91% |
$46.6K - $58.7K
|
4.36K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
514+ 7.25% |
$45K - $56.6K
|
7.6K
$800K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
497+ 1.48% |
$43.5K - $54.8K
|
34K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
490+ 16.66% |
$42.9K - $54K
|
3.43K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
486+ 4.79% |
$42.5K - $53.5K
|
10.6K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
462+ 4.68% |
$40.4K - $50.9K
|
10.3K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
455+ 4.11% |
$39.8K - $50.1K
|
11.5K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
454+ 19.12% |
$39.7K - $50K
|
2.83K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
445+ 3.96% |
$38.9K - $49K
|
11.7K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
422+ 0.49% |
$36.9K - $46.5K
|
86.3K
$9.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
420+ 11.83% |
$36.8K - $46.3K
|
3.97K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
419+ 5.95% |
$36.7K - $46.2K
|
7.46K
$785K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
396New |
$34.7K - $43.6K
|
396
$41.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385+ 27.82% |
$33.7K - $42.4K
|
1.77K
$186K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
375+ 8.16% |
$32.8K - $41.3K
|
4.97K
$523K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
352+ 1.11% |
$30.8K - $38.8K
|
32.1K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
338New |
$29.6K - $37.2K
|
338
$35.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
329+ 5.66% |
$28.8K - $36.2K
|
6.14K
$647K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
320New |
$28K - $35.3K
|
320
$33.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
315New |
$27.6K - $34.7K
|
315
$33.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
300+ 3.91% |
$26.3K - $33.1K
|
7.97K
$838K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
271New |
$23.7K - $29.9K
|
271
$28.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
261New |
$22.8K - $28.8K
|
261
$27.5K
|