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 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42New |
$3.68K - $4.63K
|
42
$4.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40New |
$3.5K - $4.41K
|
40
$4.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
37+ 1.17% |
$3.24K - $4.08K
|
3.21K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30New |
$2.63K - $3.31K
|
30
$3.25K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
29+ 0.9% |
$2.54K - $3.19K
|
3.24K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 56.0% |
$2.45K - $3.08K
|
78
$8.44K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25+ 0.8% |
$2.19K - $2.75K
|
3.17K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25New |
$2.19K - $2.75K
|
25
$2.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
24+ 7.62% |
$2.1K - $2.64K
|
339
$36.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23New |
$2.01K - $2.53K
|
23
$2.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
20New |
$1.75K - $2.2K
|
20
$2.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18New |
$1.58K - $1.98K
|
18
$1.95K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.65% |
$1.4K - $1.76K
|
2.47K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
11+ 11.83% |
$963 - $1.21K
|
104
$11.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10+ 0.11% |
$875 - $1.1K
|
8.88K
$961K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$875 - $1.1K
|
10
$1.08K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
9New |
$788 - $992
|
9
$974
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1+ 0.03% |
$87.5 - $110
|
3.77K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.01% |
$87.5 - $110
|
8.92K
$965K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4- 0.17% |
$350 - $441
|
2.37K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-6- 0.01% |
$525 - $661
|
56.2K
$6.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.39% |
$525 - $661
|
1.54K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15- 0.25% |
$1.31K - $1.65K
|
5.89K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-16- 59.26% |
$1.4K - $1.76K
|
11
$1.19K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-20- 0.15% |
$1.75K - $2.2K
|
13.4K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20- 2.3% |
$1.75K - $2.2K
|
850
$92K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-24- 0.64% |
$2.1K - $2.64K
|
3.71K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-30- 0.54% |
$2.63K - $3.31K
|
5.48K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-30- 22.22% |
$2.63K - $3.31K
|
105
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-30- 0.88% |
$2.63K - $3.31K
|
3.4K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-33- 0.76% |
$2.89K - $3.64K
|
4.28K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-35- 0.88% |
$3.06K - $3.86K
|
3.97K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.56% |
$4.38K - $5.51K
|
8.8K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-50- 1.68% |
$4.38K - $5.51K
|
2.93K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-55- 1.84% |
$4.81K - $6.06K
|
2.94K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-75- 0.82% |
$6.56K - $8.26K
|
9.1K
$985K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-75- 2.53% |
$6.56K - $8.26K
|
2.89K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 1.86% |
$7K - $8.81K
|
4.21K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 4.1% |
$7K - $8.81K
|
1.87K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-90- 1.38% |
$7.88K - $9.92K
|
6.43K
$695K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-95- 2.75% |
$8.31K - $10.5K
|
3.36K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-100- 0.62% |
$8.75K - $11K
|
16K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-107- 2.54% |
$9.36K - $11.8K
|
4.1K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 3.79% |
$9.89K - $12.4K
|
2.87K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-118- 0.53% |
$10.3K - $13K
|
22.2K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 3.02% |
$10.5K - $13.2K
|
3.86K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-127- 9.75% |
$11.1K - $14K
|
1.18K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-135- 0.4% |
$11.8K - $14.9K
|
33.9K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-160- 2.54% |
$14K - $17.6K
|
6.15K
$665K
|