Purchases and Sales Made in Q3 2024 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-110- 1.66% |
$8.57K - $9.83K
|
6.52K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-115- 8.12% |
$8.96K - $10.3K
|
1.3K
$132K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-125- 0.99% |
$9.74K - $11.2K
|
12.5K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-143- 0.24% |
$11.1K - $12.8K
|
59.4K
$6.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-149- 2.5% |
$11.6K - $13.3K
|
5.82K
$591K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 5.89% |
$11.7K - $13.4K
|
2.4K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-152- 0.7% |
$11.8K - $13.6K
|
21.5K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-190- 4.24% |
$14.8K - $17K
|
4.29K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-192- 3.31% |
$15K - $17.2K
|
5.61K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-200- 6.32% |
$15.6K - $17.9K
|
2.97K
$301K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-200- 0.28% |
$15.6K - $17.9K
|
71.2K
$7.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-200- 26.14% |
$15.6K - $17.9K
|
565
$57.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-202- 7.71% |
$15.7K - $18.1K
|
2.42K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-205- 9.76% |
$16K - $18.3K
|
1.9K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-230- 0.46% |
$17.9K - $20.6K
|
49.7K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-240- 3.01% |
$18.7K - $21.4K
|
7.75K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-240- 1.65% |
$18.7K - $21.4K
|
14.3K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-240- 3.9% |
$18.7K - $21.4K
|
5.91K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-250- 8.94% |
$19.5K - $22.3K
|
2.55K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-258- 0.57% |
$20.1K - $23.1K
|
45K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-259- 2.8% |
$20.2K - $23.1K
|
9K
$914K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-268- 9.58% |
$20.9K - $24K
|
2.53K
$257K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-295- 4.87% |
$23K - $26.4K
|
5.76K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-299- 8.41% |
$23.3K - $26.7K
|
3.26K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-315- 3.37% |
$24.6K - $28.2K
|
9.04K
$918K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-316- 2.16% |
$24.6K - $28.2K
|
14.3K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-321- 9.73% |
$25K - $28.7K
|
2.98K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-340- 1.65% |
$26.5K - $30.4K
|
20.3K
$2.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-375- 2.28% |
$29.2K - $33.5K
|
16.1K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-400- 5.16% |
$31.2K - $35.7K
|
7.35K
$746K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-432- 4.07% |
$33.7K - $38.6K
|
10.2K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-448- 3.19% |
$34.9K - $40K
|
13.6K
$1.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-450- 6.66% |
$35.1K - $40.2K
|
6.31K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-450- 3.4% |
$35.1K - $40.2K
|
12.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-499- 14.43% |
$38.9K - $44.6K
|
2.96K
$301K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-500- 5.35% |
$39K - $44.7K
|
8.85K
$899K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-500- 1.55% |
$39K - $44.7K
|
31.8K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-537- 0.6% |
$41.9K - $48K
|
88.5K
$8.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-547- 3.69% |
$42.6K - $48.9K
|
14.3K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-596- 14.91% |
$46.5K - $53.3K
|
3.4K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-600- 17.65% |
$46.8K - $53.6K
|
2.8K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-601- 4.24% |
$46.8K - $53.7K
|
13.6K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-603- 5.45% |
$47K - $53.9K
|
10.5K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-630- 1.74% |
$49.1K - $56.3K
|
35.5K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-665- 8.91% |
$51.8K - $59.4K
|
6.8K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-668- 17.75% |
$52.1K - $59.7K
|
3.1K
$314K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-671- 18.28% |
$52.3K - $60K
|
3K
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-686- 0.74% |
$53.5K - $61.3K
|
92K
$9.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-700- 54.05% |
$54.6K - $62.6K
|
595
$60.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-710- 5.35% |
$55.3K - $63.5K
|
12.6K
$1.27M
|