Purchases and Sales Made in Q4 2024 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
518K+ 524.7% |
$45.3M - $57M
|
616K
$61.8M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
48.4KNew |
$4.24M - $5.34M
|
48.4K
$4.86M
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
44.5KNew |
$3.89M - $4.9M
|
44.5K
$4.46M
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
41.3KNew |
$3.62M - $4.55M
|
41.3K
$4.15M
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
32.6K+ 66.32% |
$2.85M - $3.59M
|
81.7K
$8.19M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
21.6KNew |
$1.89M - $2.38M
|
21.6K
$2.17M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.5K+ 16.02% |
$1.35M - $1.71M
|
112K
$11.3M
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
14.9KNew |
$1.3M - $1.64M
|
14.9K
$1.5M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.44KNew |
$739K - $930K
|
8.44K
$847K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.27KNew |
$724K - $912K
|
8.27K
$830K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
7.97KNew |
$697K - $878K
|
7.97K
$799K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.59KNew |
$489K - $615K
|
5.59K
$560K
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5KNew |
$438K - $551K
|
5K
$502K
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.23KNew |
$283K - $356K
|
3.23K
$324K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.15K+ 42.45% |
$275K - $347K
|
10.6K
$1.06M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.1K+ 105.09% |
$271K - $341K
|
6.04K
$606K
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
2.7KNew |
$236K - $297K
|
2.7K
$271K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.53KNew |
$222K - $279K
|
2.53K
$254K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$248K
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.13KNew |
$186K - $234K
|
2.13K
$213K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.06K+ 7.27% |
$180K - $226K
|
30.3K
$3.04M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.89K+ 26.92% |
$166K - $209K
|
8.93K
$895K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
855+ 28.51% |
$74.8K - $94.2K
|
3.85K
$387K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
738+ 25.51% |
$64.6K - $81.3K
|
3.63K
$364K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
712New |
$62.3K - $78.4K
|
712
$71.4K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
610+ 3.0% |
$53.4K - $67.2K
|
20.9K
$2.1M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
497+ 1.48% |
$43.5K - $54.8K
|
34K
$3.41M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
462+ 4.68% |
$40.4K - $50.9K
|
10.3K
$1.04M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
455+ 4.11% |
$39.8K - $50.1K
|
11.5K
$1.16M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
445+ 3.96% |
$38.9K - $49K
|
11.7K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
419+ 5.95% |
$36.7K - $46.2K
|
7.46K
$748K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
329+ 5.66% |
$28.8K - $36.2K
|
6.14K
$616K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
320New |
$28K - $35.3K
|
320
$32.1K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
300+ 3.91% |
$26.3K - $33.1K
|
7.97K
$799K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
254+ 0.47% |
$22.2K - $28K
|
53.9K
$5.41M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
224+ 3.87% |
$19.6K - $24.7K
|
6.01K
$603K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
159+ 3.4% |
$13.9K - $17.5K
|
4.83K
$485K
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
148+ 0.45% |
$13K - $16.3K
|
32.7K
$3.28M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75New |
$6.56K - $8.26K
|
75
$7.52K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69+ 0.08% |
$6.04K - $7.6K
|
88.6K
$8.89M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
60+ 0.39% |
$5.25K - $6.61K
|
15.6K
$1.57M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42New |
$3.68K - $4.63K
|
42
$4.21K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.01% |
$87.5 - $110
|
8.92K
$894K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4- 0.17% |
$350 - $441
|
2.37K
$238K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15- 0.25% |
$1.31K - $1.65K
|
5.89K
$591K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-75- 2.53% |
$6.56K - $8.26K
|
2.89K
$290K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 4.1% |
$7K - $8.81K
|
1.87K
$188K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-100- 0.62% |
$8.75K - $11K
|
16K
$1.61M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 3.79% |
$9.89K - $12.4K
|
2.87K
$288K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-162- 0.98% |
$14.2K - $17.8K
|
16.3K
$1.64M
|