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 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
280New |
$24.5K - $30.8K
|
280
$30.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
271New |
$23.7K - $29.9K
|
271
$29.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
261New |
$22.8K - $28.8K
|
261
$28.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
255+ 5.21% |
$22.3K - $28.1K
|
5.15K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
254+ 0.47% |
$22.2K - $28K
|
53.9K
$5.83M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
250New |
$21.9K - $27.5K
|
250
$27.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
250+ 1.12% |
$21.9K - $27.5K
|
22.6K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
250+ 1.99% |
$21.9K - $27.5K
|
12.8K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
245+ 2.34% |
$21.4K - $27K
|
10.7K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
225New |
$19.7K - $24.8K
|
225
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
224+ 0.92% |
$19.6K - $24.7K
|
24.6K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
224+ 3.87% |
$19.6K - $24.7K
|
6.01K
$651K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
220+ 2.49% |
$19.3K - $24.2K
|
9.05K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
210+ 3.25% |
$18.4K - $23.1K
|
6.68K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$17.5K - $22K
|
200
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 3.86% |
$17.5K - $22K
|
5.38K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
200+ 5.56% |
$17.5K - $22K
|
3.8K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$17.5K - $22K
|
200
$21.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
191+ 7.9% |
$16.7K - $21K
|
2.61K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
177+ 1.86% |
$15.5K - $19.5K
|
9.7K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
176+ 5.22% |
$15.4K - $19.4K
|
3.55K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
161+ 1.2% |
$14.1K - $17.7K
|
13.6K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
159+ 3.4% |
$13.9K - $17.5K
|
4.83K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
148+ 0.45% |
$13K - $16.3K
|
32.7K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
143+ 3.9% |
$12.5K - $15.8K
|
3.81K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
142+ 15.35% |
$12.4K - $15.6K
|
1.07K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
141New |
$12.3K - $15.5K
|
141
$15.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
129+ 1.88% |
$11.3K - $14.2K
|
6.98K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
121+ 3.57% |
$10.6K - $13.3K
|
3.52K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115New |
$10.1K - $12.7K
|
115
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
115New |
$10.1K - $12.7K
|
115
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
115New |
$10.1K - $12.7K
|
115
$12.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
105New |
$9.19K - $11.6K
|
105
$11.4K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
100New |
$8.75K - $11K
|
100
$10.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
96New |
$8.4K - $10.6K
|
96
$10.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
92+ 4.33% |
$8.05K - $10.1K
|
2.22K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75New |
$6.56K - $8.26K
|
75
$8.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
72+ 26.18% |
$6.3K - $7.93K
|
347
$37.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69+ 0.08% |
$6.04K - $7.6K
|
88.6K
$9.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
65+ 0.46% |
$5.69K - $7.16K
|
14.2K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
63+ 2.62% |
$5.51K - $6.94K
|
2.47K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60New |
$5.25K - $6.61K
|
60
$6.49K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
60+ 0.39% |
$5.25K - $6.61K
|
15.6K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
60New |
$5.25K - $6.61K
|
60
$6.49K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
54+ 0.47% |
$4.73K - $5.95K
|
11.5K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52+ 33.99% |
$4.55K - $5.73K
|
205
$22.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.34% |
$4.38K - $5.51K
|
3.78K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
48New |
$4.2K - $5.29K
|
48
$5.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48New |
$4.2K - $5.29K
|
48
$5.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
45+ 0.49% |
$3.94K - $4.96K
|
9.26K
$1M
|