Carolina Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History

Carolina Wealth Advisors, LLC

$189 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	BUY	$302.67 - $365.08 $29,661 - $35,777	98 New	98 $35,000

Others Institutions Holding IGV

# of Institutions

554

Shares Held

50.2M

Call Options Held

1.14M

Put Options Held

1.7M

Varma Mutual Pension Insurance CO Varma, H9

7.29M
Shares

$774 Million
6.02% of portfolio
Morgan Stanley New York, NY

5.11M
Shares

$542 Million
0.03% of portfolio
Migdal Insurance & Financial Holdings Ltd.

3.69M
Shares

$392 Million
5.33% of portfolio
Bank Of America Corp Charlotte, NC

3.18M
Shares

$337 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

2.46M
Shares

$261 Million
0.04% of portfolio

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

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