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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
720+ 3.83% |
$63K - $79.3K
|
19.5K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
715+ 54.58% |
$62.6K - $78.8K
|
2.03K
$182K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
712New |
$62.3K - $78.4K
|
712
$64K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
696+ 13.06% |
$60.9K - $76.7K
|
6.02K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
694+ 9.51% |
$60.7K - $76.5K
|
7.99K
$718K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
656+ 4.66% |
$57.4K - $72.3K
|
14.7K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
640+ 25.31% |
$56K - $70.5K
|
3.17K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
615+ 4.15% |
$53.8K - $67.8K
|
15.4K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
610+ 3.0% |
$53.4K - $67.2K
|
20.9K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
555New |
$48.6K - $61.1K
|
555
$49.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
533+ 13.91% |
$46.6K - $58.7K
|
4.36K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
514+ 7.25% |
$45K - $56.6K
|
7.6K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
500New |
$43.8K - $55.1K
|
500
$44.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
497+ 1.48% |
$43.5K - $54.8K
|
34K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
494New |
$43.2K - $54.4K
|
494
$44.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
491New |
$43K - $54.1K
|
491
$44.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
490New |
$42.9K - $54K
|
490
$44K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
490+ 16.66% |
$42.9K - $54K
|
3.43K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
486+ 4.79% |
$42.5K - $53.5K
|
10.6K
$955K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
474+ 5.39% |
$41.5K - $52.2K
|
9.26K
$833K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465+ 19.42% |
$40.7K - $51.2K
|
2.86K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
462+ 4.68% |
$40.4K - $50.9K
|
10.3K
$929K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
455+ 4.11% |
$39.8K - $50.1K
|
11.5K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
454+ 19.12% |
$39.7K - $50K
|
2.83K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
445+ 3.96% |
$38.9K - $49K
|
11.7K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
434+ 4.11% |
$38K - $47.8K
|
11K
$988K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
422+ 0.49% |
$36.9K - $46.5K
|
86.3K
$7.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
420+ 11.83% |
$36.8K - $46.3K
|
3.97K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
419+ 5.95% |
$36.7K - $46.2K
|
7.46K
$670K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
396New |
$34.7K - $43.6K
|
396
$35.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385+ 27.82% |
$33.7K - $42.4K
|
1.77K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
379+ 5.59% |
$33.2K - $41.8K
|
7.17K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
375+ 8.16% |
$32.8K - $41.3K
|
4.97K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
352+ 1.11% |
$30.8K - $38.8K
|
32.1K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
338New |
$29.6K - $37.2K
|
338
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
337+ 62.99% |
$29.5K - $37.1K
|
872
$78.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
329+ 5.66% |
$28.8K - $36.2K
|
6.14K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
320New |
$28K - $35.3K
|
320
$28.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
315New |
$27.6K - $34.7K
|
315
$28.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
301+ 0.48% |
$26.3K - $33.2K
|
63.5K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
300+ 3.91% |
$26.3K - $33.1K
|
7.97K
$716K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
280New |
$24.5K - $30.8K
|
280
$25.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
271New |
$23.7K - $29.9K
|
271
$24.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
261New |
$22.8K - $28.8K
|
261
$23.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
255+ 5.21% |
$22.3K - $28.1K
|
5.15K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
254+ 0.47% |
$22.2K - $28K
|
53.9K
$4.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
250+ 1.99% |
$21.9K - $27.5K
|
12.8K
$1.15M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
250New |
$21.9K - $27.5K
|
250
$22.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
250+ 1.12% |
$21.9K - $27.5K
|
22.6K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
245+ 2.34% |
$21.4K - $27K
|
10.7K
$964K
|