Purchases and Sales Made in Q1 2024 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 337.51% |
$428K - $2.26M
|
6.64K
$645K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.12K+ 390.46% |
$427K - $2.26M
|
6.43K
$625K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.09K+ 397.65% |
$425K - $2.25M
|
6.37K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.08K+ 400.0% |
$424K - $2.25M
|
6.35K
$617K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.01K+ 400.0% |
$418K - $2.21M
|
6.26K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.83KNew |
$403K - $2.13M
|
4.83K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
4.83K+ 321.67% |
$403K - $2.13M
|
6.33K
$615K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 402.76% |
$403K - $2.13M
|
6.01K
$585K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.7K+ 310.65% |
$392K - $2.08M
|
6.21K
$604K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.69K+ 410.96% |
$391K - $2.07M
|
5.83K
$566K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.68K+ 406.07% |
$391K - $2.07M
|
5.84K
$567K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.65K+ 399.57% |
$389K - $2.06M
|
5.82K
$565K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.54KNew |
$379K - $2.01M
|
4.54K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.52K+ 613.45% |
$377K - $2M
|
5.25K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.48K+ 400.0% |
$374K - $1.98M
|
5.6K
$544K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.46K+ 410.58% |
$373K - $1.97M
|
5.55K
$540K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.45K+ 215.25% |
$372K - $1.97M
|
6.51K
$633K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.4K+ 567.61% |
$368K - $1.94M
|
5.17K
$503K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.39K+ 281.65% |
$367K - $1.94M
|
5.95K
$578K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.35KNew |
$363K - $1.92M
|
4.35K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.25K+ 446.17% |
$355K - $1.88M
|
5.21K
$506K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
4.23K+ 390.31% |
$354K - $1.87M
|
5.32K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.22K+ 400.0% |
$352K - $1.86M
|
5.27K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.13K+ 181.8% |
$345K - $1.82M
|
6.39K
$622K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.08K+ 250.28% |
$341K - $1.8M
|
5.71K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.05KNew |
$338K - $1.79M
|
4.05K
$393K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.04K+ 463.49% |
$337K - $1.78M
|
4.91K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4K+ 400.0% |
$334K - $1.77M
|
5K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
4K+ 400.0% |
$334K - $1.77M
|
5K
$486K
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
4K+ 400.0% |
$334K - $1.77M
|
5K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4K+ 526.48% |
$334K - $1.77M
|
4.76K
$462K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.9K+ 400.0% |
$326K - $1.72M
|
4.88K
$474K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.83KNew |
$320K - $1.69M
|
3.83K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.8KNew |
$318K - $1.68M
|
3.8K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.78K+ 419.42% |
$316K - $1.67M
|
4.68K
$455K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.76KNew |
$314K - $1.66M
|
3.76K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
3.75KNew |
$313K - $1.66M
|
3.75K
$365K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
3.74K+ 400.0% |
$313K - $1.65M
|
4.68K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.72K+ 462.11% |
$311K - $1.64M
|
4.53K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.67KNew |
$306K - $1.62M
|
3.67K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.63K+ 502.22% |
$303K - $1.6M
|
4.35K
$423K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.56K+ 341.83% |
$297K - $1.57M
|
4.6K
$447K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.53KNew |
$295K - $1.56M
|
3.53K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.4K+ 400.0% |
$284K - $1.5M
|
4.25K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.38KNew |
$282K - $1.49M
|
3.38K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.36K+ 400.0% |
$281K - $1.49M
|
4.2K
$408K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.33KNew |
$278K - $1.47M
|
3.33K
$323K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.32K+ 338.71% |
$277K - $1.47M
|
4.3K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.31K+ 495.81% |
$277K - $1.46M
|
3.98K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.29K+ 410.63% |
$274K - $1.45M
|
4.09K
$397K
|