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
|
Arkadios Wealth Advisors
|
SELL
|
- |
-207- 8.53% |
$18.1K - $22.8K
|
2.22K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-210- 3.97% |
$18.4K - $23.1K
|
5.08K
$456K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-234- 1.64% |
$20.5K - $25.8K
|
14K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-252- 2.47% |
$22.1K - $27.8K
|
9.94K
$893K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-271- 8.75% |
$23.7K - $29.9K
|
2.83K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-271- 1.99% |
$23.7K - $29.9K
|
13.3K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-280- 2.24% |
$24.5K - $30.8K
|
12.2K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-282- 3.77% |
$24.7K - $31.1K
|
7.21K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-320- 4.71% |
$28K - $35.3K
|
6.48K
$582K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-320- 2.24% |
$28K - $35.3K
|
14K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-330- 95.65% |
$28.9K - $36.4K
|
15
$1.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-333- 8.34% |
$29.1K - $36.7K
|
3.66K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-334- 9.53% |
$29.2K - $36.8K
|
3.17K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-360- 1.84% |
$31.5K - $39.7K
|
19.2K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-375- 2.94% |
$32.8K - $41.3K
|
12.4K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-383- 4.1% |
$33.5K - $42.2K
|
8.97K
$806K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-425- 4.79% |
$37.2K - $46.8K
|
8.44K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-446- 6.37% |
$39K - $49.1K
|
6.56K
$589K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-448- 14.47% |
$39.2K - $49.4K
|
2.65K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-455- 6.82% |
$39.8K - $50.1K
|
6.22K
$559K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-467- 15.78% |
$40.9K - $51.4K
|
2.49K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-490- 2.28% |
$42.9K - $54K
|
21K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-529- 3.01% |
$46.3K - $58.3K
|
17.1K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-725- 6.93% |
$63.4K - $79.9K
|
9.73K
$874K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-730- 11.36% |
$63.9K - $80.4K
|
5.7K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-776- 5.83% |
$67.9K - $85.5K
|
12.5K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-782- 11.9% |
$68.4K - $86.2K
|
5.79K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-800- 15.38% |
$70K - $88.1K
|
4.4K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-825- 7.31% |
$72.2K - $90.9K
|
10.5K
$940K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-873- 18.77% |
$76.4K - $96.2K
|
3.78K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-882- 21.9% |
$77.2K - $97.2K
|
3.15K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-891- 0.65% |
$78K - $98.2K
|
137K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-936- 8.72% |
$81.9K - $103K
|
9.8K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-951- 19.48% |
$83.2K - $105K
|
3.93K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-970- 0.5% |
$84.9K - $107K
|
194K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-973- 13.41% |
$85.1K - $107K
|
6.28K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.02K- 17.77% |
$89.5K - $113K
|
4.73K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.09K- 10.78% |
$95.3K - $120K
|
9.01K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.13K- 1.03% |
$98.4K - $124K
|
108K
$9.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 0.72% |
$103K - $129K
|
161K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.19K- 3.71% |
$104K - $131K
|
30.7K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.22K- 4.78% |
$107K - $135K
|
24.4K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.25K- 9.66% |
$109K - $138K
|
11.7K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.25K- 65.67% |
$110K - $138K
|
655
$58.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 3.25% |
$114K - $143K
|
38.7K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.73K- 1.54% |
$151K - $190K
|
111K
$9.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$153K - $193K
|
1
$89.9
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.77K- 2.72% |
$155K - $195K
|
63.3K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-1.98K- 58.61% |
$173K - $218K
|
1.4K
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.3K- 25.71% |
$202K - $254K
|
6.66K
$598K
|