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 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.73K- 72.49% |
$288K - $324K
|
1.42K
$143K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.76KClosed |
$290K - $326K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-3.95K- 51.6% |
$306K - $343K
|
3.71K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.26K- 4.57% |
$330K - $371K
|
89.1K
$9M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.33K- 50.17% |
$335K - $376K
|
4.3K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 44.85% |
$335K - $377K
|
5.33K
$538K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.36K- 1.29% |
$338K - $379K
|
334K
$33.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.7K- 41.45% |
$364K - $408K
|
6.64K
$671K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.75K- 2.14% |
$367K - $412K
|
217K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.07K- 13.02% |
$392K - $441K
|
33.9K
$3.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.9K- 48.08% |
$456K - $513K
|
6.37K
$643K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.23K- 37.98% |
$482K - $542K
|
10.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.24K- 4.24% |
$482K - $542K
|
141K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.56K- 25.71% |
$508K - $570K
|
19K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7.44K- 27.57% |
$576K - $647K
|
19.5K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.84K- 61.3% |
$684K - $768K
|
5.58K
$564K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 17.75% |
$775K - $871K
|
46.4K
$4.69M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 5.33% |
$801K - $900K
|
184K
$18.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 64.51% |
$888K - $997K
|
6.31K
$638K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.6K- 31.24% |
$900K - $1.01M
|
25.6K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.6K- 2.34% |
$978K - $1.1M
|
528K
$53.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14.7K- 33.51% |
$1.14M - $1.28M
|
29.2K
$2.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.4K- 5.28% |
$1.34M - $1.51M
|
312K
$31.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-19.4K- 84.12% |
$1.5M - $1.68M
|
3.66K
$369K
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
SELL
|
- |
-20.2K- 98.13% |
$1.56M - $1.76M
|
385
$38.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.8K- 40.24% |
$1.69M - $1.9M
|
32.4K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.7K- 80.99% |
$2.22M - $2.49M
|
6.73K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35.9K- 85.06% |
$2.78M - $3.12M
|
6.3K
$636K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-41.5K- 64.42% |
$3.21M - $3.61M
|
22.9K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.7K- 10.43% |
$3.22M - $3.62M
|
358K
$36.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-42.4K- 79.56% |
$3.28M - $3.69M
|
10.9K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.8K- 10.66% |
$3.31M - $3.72M
|
359K
$36.3M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-46.2K- 68.15% |
$3.58M - $4.02M
|
21.6K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-54K- 60.92% |
$4.18M - $4.69M
|
34.6K
$3.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-62.1K- 50.39% |
$4.81M - $5.4M
|
61.2K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-71.7K- 36.91% |
$5.55M - $6.23M
|
123K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-87.1K- 83.45% |
$6.74M - $7.57M
|
17.3K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-89.7K- 85.65% |
$6.94M - $7.8M
|
15K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-112K- 76.77% |
$8.7M - $9.77M
|
34K
$3.44M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-117K- 94.68% |
$9.05M - $10.2M
|
6.57K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-124K- 13.09% |
$9.63M - $10.8M
|
826K
$83.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-255K- 78.15% |
$19.8M - $22.2M
|
71.4K
$7.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-262K- 7.2% |
$20.2M - $22.7M
|
3.37M
$341M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-600K- 16.7% |
$46.4M - $52.1M
|
2.99M
$302M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-833K- 12.23% |
$64.4M - $72.4M
|
5.98M
$604M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-833K- 12.23% |
$64.4M - $72.4M
|
5.98M
$604M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.25M- 23.01% |
$96.6M - $108M
|
4.18M
$422M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.71M- 58.66% |
$132M - $148M
|
1.2M
$121M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.3M- 81.11% |
$642M - $722M
|
1.93M
$195M
|