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 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-135- 0.4% |
$11.8K - $14.9K
|
33.9K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-160- 2.54% |
$14K - $17.6K
|
6.15K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-162- 0.98% |
$14.2K - $17.8K
|
16.3K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-163- 0.46% |
$14.3K - $18K
|
35.3K
$3.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-165- 1.29% |
$14.4K - $18.2K
|
12.6K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-172- 0.9% |
$15.1K - $18.9K
|
19K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-175- 4.96% |
$15.3K - $19.3K
|
3.35K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 10.55% |
$17.5K - $22K
|
1.7K
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-200- 1.14% |
$17.5K - $22K
|
17.3K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-207- 8.53% |
$18.1K - $22.8K
|
2.22K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-252- 2.47% |
$22.1K - $27.8K
|
9.94K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-271- 1.99% |
$23.7K - $29.9K
|
13.3K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-271- 8.75% |
$23.7K - $29.9K
|
2.83K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-320- 2.24% |
$28K - $35.3K
|
14K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-320- 4.71% |
$28K - $35.3K
|
6.48K
$682K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-330- 95.65% |
$28.9K - $36.4K
|
15
$1.58K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-334- 9.53% |
$29.2K - $36.8K
|
3.17K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-360- 1.84% |
$31.5K - $39.7K
|
19.2K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-455- 6.82% |
$39.8K - $50.1K
|
6.22K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-467- 15.78% |
$40.9K - $51.4K
|
2.49K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-529- 3.01% |
$46.3K - $58.3K
|
17.1K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-725- 6.93% |
$63.4K - $79.9K
|
9.73K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-800- 15.38% |
$70K - $88.1K
|
4.4K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-882- 21.9% |
$77.2K - $97.2K
|
3.15K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-970- 0.5% |
$84.9K - $107K
|
194K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.02K- 17.77% |
$89.5K - $113K
|
4.73K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.09K- 10.78% |
$95.3K - $120K
|
9.01K
$948K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 0.72% |
$103K - $129K
|
161K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.19K- 3.71% |
$104K - $131K
|
30.7K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.25K- 9.66% |
$109K - $138K
|
11.7K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.25K- 65.67% |
$110K - $138K
|
655
$68.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 3.25% |
$114K - $143K
|
38.7K
$4.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.73K- 1.54% |
$151K - $190K
|
111K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$153K - $193K
|
1
$105
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.77K- 2.72% |
$155K - $195K
|
63.3K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.3K- 25.71% |
$202K - $254K
|
6.66K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.21K- 3.34% |
$281K - $354K
|
92.9K
$9.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.82K- 5.37% |
$334K - $421K
|
67.4K
$7.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.88K- 16.79% |
$340K - $428K
|
19.2K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.55K- 2.29% |
$486K - $612K
|
237K
$24.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.59K- 5.03% |
$489K - $616K
|
106K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.9K- 68.45% |
$1.83M - $2.3M
|
9.64K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.4K- 7.54% |
$2.22M - $2.8M
|
311K
$32.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-160K- 12.78% |
$14M - $17.6M
|
1.09M
$115M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-790K- 99.0% |
$69.2M - $87.1M
|
7.98K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-875K- 23.72% |
$76.6M - $96.4M
|
2.81M
$296M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-6.28M- 86.07% |
$549M - $692M
|
1.02M
$107M
|