Purchases and Sales Made in Q2 2024 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$190K - $213K
|
2.45K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.42KNew |
$187K - $210K
|
2.42K
$244K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.42KNew |
$187K - $210K
|
2.42K
$244K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.35KNew |
$182K - $204K
|
2.35K
$238K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.34KNew |
$181K - $203K
|
2.34K
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.33K+ 1.7% |
$180K - $203K
|
140K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.31KNew |
$179K - $201K
|
2.31K
$234K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.28K+ 8.92% |
$177K - $198K
|
27.9K
$2.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.13K+ 9.72% |
$165K - $185K
|
24.1K
$2.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.05K+ 2.25% |
$159K - $178K
|
93.2K
$9.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.01K+ 30.36% |
$155K - $175K
|
8.63K
$871K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.01K+ 9.99% |
$155K - $174K
|
22.1K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.8K+ 2.75% |
$139K - $156K
|
67.2K
$6.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.72K+ 20.12% |
$133K - $150K
|
10.3K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.7K+ 4.3% |
$132K - $148K
|
41.3K
$4.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.69K+ 20.42% |
$131K - $147K
|
9.98K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.66K+ 1.51% |
$129K - $145K
|
112K
$11.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.65K+ 11.98% |
$128K - $144K
|
15.5K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.64K+ 17.09% |
$126K - $142K
|
11.2K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.59K+ 17.53% |
$123K - $138K
|
10.6K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.5K+ 8.94% |
$116K - $131K
|
18.3K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.4K+ 18.67% |
$108K - $121K
|
8.87K
$895K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.33KNew |
$103K - $116K
|
1.33K
$134K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.27K+ 0.94% |
$97.9K - $110K
|
136K
$13.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.25K+ 27.53% |
$96.7K - $109K
|
5.79K
$585K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.18K+ 3.61% |
$91K - $102K
|
33.8K
$3.41M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.15K+ 72.37% |
$88.7K - $99.7K
|
2.73K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 5.73% |
$86.6K - $97.3K
|
20.7K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 8.62% |
$86.3K - $97K
|
14.1K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.01K+ 15.84% |
$78.4K - $88K
|
7.41K
$748K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
977+ 0.49% |
$75.6K - $84.9K
|
200K
$20.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
951+ 204.08% |
$73.6K - $82.6K
|
1.42K
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
836+ 4.94% |
$64.7K - $72.6K
|
17.7K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
765+ 62.6% |
$59.2K - $66.5K
|
1.99K
$201K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
752+ 5.57% |
$58.2K - $65.3K
|
14.3K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
745+ 134.48% |
$57.6K - $64.7K
|
1.3K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
745+ 8.27% |
$57.6K - $64.7K
|
9.75K
$985K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
640+ 1.29% |
$49.5K - $55.6K
|
50.4K
$5.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
620+ 6.15% |
$48K - $53.9K
|
10.7K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
612+ 16.0% |
$47.3K - $53.2K
|
4.44K
$448K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
595+ 1.45% |
$46K - $51.7K
|
41.6K
$4.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
566+ 1.09% |
$43.8K - $49.2K
|
52.4K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
547+ 1.4% |
$42.3K - $47.5K
|
39.6K
$4M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
545+ 9.06% |
$42.2K - $47.4K
|
6.56K
$662K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
522+ 1.65% |
$40.4K - $45.4K
|
32.2K
$3.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
500+ 19.23% |
$38.7K - $43.5K
|
3.1K
$313K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 11.05% |
$38.7K - $43.5K
|
5.03K
$508K
|
|
|
Aug 07, 2024
Q2 2024
|
Gruss & Co., LLC
|
BUY
|
- |
500+ 10.0% |
$38.7K - $43.5K
|
5.5K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
490+ 122.5% |
$37.9K - $42.6K
|
890
$89.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
476+ 13.52% |
$36.8K - $41.4K
|
4K
$404K
|