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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-375- 2.23% |
$29K - $32.6K
|
16.5K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-381- 9.9% |
$29.5K - $33.1K
|
3.47K
$350K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-388- 73.48% |
$30K - $33.7K
|
140
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-430- 1.73% |
$33.3K - $37.4K
|
24.5K
$2.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-448- 3.74% |
$34.7K - $38.9K
|
11.5K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-461- 7.08% |
$35.7K - $40.1K
|
6.05K
$611K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-500- 6.28% |
$38.7K - $43.5K
|
7.47K
$754K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-533- 12.68% |
$41.2K - $46.3K
|
3.67K
$371K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-543- 7.49% |
$42K - $47.2K
|
6.71K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-583- 3.08% |
$45.1K - $50.7K
|
18.4K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-606- 12.55% |
$46.9K - $52.7K
|
4.22K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-623- 0.57% |
$48.2K - $54.1K
|
109K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-625- 6.16% |
$48.4K - $54.3K
|
9.53K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-681- 0.61% |
$52.7K - $59.2K
|
110K
$11.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-699- 7.32% |
$54.1K - $60.7K
|
8.85K
$894K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-700- 14.96% |
$54.2K - $60.8K
|
3.98K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-715Closed |
$55.3K - $62.1K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-728- 9.71% |
$56.3K - $63.3K
|
6.77K
$684K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-741- 3.39% |
$57.3K - $64.4K
|
21.1K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-745- 4.97% |
$57.6K - $64.7K
|
14.2K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-752- 5.09% |
$58.2K - $65.3K
|
14K
$1.42M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-800- 27.59% |
$61.9K - $69.5K
|
2.1K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-860- 1.99% |
$66.5K - $74.7K
|
42.3K
$4.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-865- 21.73% |
$66.9K - $75.2K
|
3.12K
$315K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-920- 6.5% |
$71.2K - $79.9K
|
13.2K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.03K- 15.21% |
$79.3K - $89.1K
|
5.72K
$577K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.09K- 7.15% |
$84.6K - $95K
|
14.2K
$1.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.18K- 1.62% |
$90.9K - $102K
|
71.4K
$7.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.24K- 20.87% |
$96.1K - $108K
|
4.71K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 5.49% |
$104K - $117K
|
23.2K
$2.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 10.1% |
$110K - $123K
|
12.6K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.7K- 8.1% |
$132K - $148K
|
19.3K
$1.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.73K- 39.7% |
$133K - $150K
|
2.62K
$265K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.79K- 10.93% |
$138K - $155K
|
14.6K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.1K- 1.91% |
$163K - $183K
|
108K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.24K- 5.27% |
$173K - $195K
|
40.3K
$4.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.33K- 1.83% |
$180K - $203K
|
125K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 40.83% |
$185K - $207K
|
3.46K
$349K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.46K- 43.04% |
$190K - $213K
|
3.25K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.53K- 50.0% |
$195K - $219K
|
2.53K
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.83K- 16.64% |
$219K - $246K
|
14.2K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.95K- 3.78% |
$228K - $256K
|
75.1K
$7.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.05K- 44.56% |
$236K - $265K
|
3.79K
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.07K- 28.46% |
$237K - $266K
|
7.71K
$779K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3.12K- 2.65% |
$241K - $271K
|
115K
$11.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.12K- 12.21% |
$241K - $271K
|
22.4K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.2K- 6.97% |
$248K - $278K
|
42.7K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.26K- 2.35% |
$252K - $283K
|
135K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.3K- 3.7% |
$255K - $286K
|
85.7K
$8.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-3.45K- 1.25% |
$267K - $300K
|
272K
$27.5M
|