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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.26K+ 399.12% |
$189K - $999K
|
2.83K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.25K+ 400.0% |
$188K - $995K
|
2.82K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.23KNew |
$187K - $987K
|
2.23K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.22K+ 400.0% |
$186K - $981K
|
2.78K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.21K+ 445.45% |
$184K - $975K
|
2.7K
$262K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.2K+ 400.0% |
$184K - $972K
|
2.75K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.1K+ 400.0% |
$175K - $926K
|
2.62K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.09K+ 334.4% |
$175K - $924K
|
2.72K
$264K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.04K+ 396.3% |
$170K - $900K
|
2.55K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.04K+ 400.0% |
$170K - $900K
|
2.55K
$247K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.03K+ 400.0% |
$170K - $898K
|
2.54K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.02K+ 400.0% |
$169K - $893K
|
2.53K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
2K+ 400.0% |
$167K - $884K
|
2.5K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2K+ 400.0% |
$167K - $884K
|
2.5K
$243K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.98K+ 400.0% |
$165K - $875K
|
2.48K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.94K+ 400.0% |
$162K - $859K
|
2.43K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.94K+ 400.0% |
$162K - $857K
|
2.43K
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.81K+ 465.55% |
$151K - $800K
|
2.2K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.76K+ 392.43% |
$147K - $779K
|
2.21K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.76K+ 254.86% |
$147K - $776K
|
2.45K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 460.69% |
$146K - $772K
|
2.13K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.71K+ 592.04% |
$143K - $756K
|
2K
$194K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.7K+ 215.76% |
$142K - $751K
|
2.49K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.67K+ 30.47% |
$140K - $739K
|
7.16K
$696K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.58K+ 305.41% |
$132K - $699K
|
2.1K
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 400.0% |
$124K - $658K
|
1.86K
$181K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.4K+ 400.0% |
$117K - $619K
|
1.75K
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.37K+ 400.0% |
$115K - $606K
|
1.72K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.27K+ 16.25% |
$106K - $562K
|
9.1K
$885K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.25K+ 371.73% |
$104K - $552K
|
1.59K
$154K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21K+ 1269.47% |
$101K - $533K
|
1.3K
$126K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 748.61% |
$90.1K - $476K
|
1.22K
$119K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.03K+ 515.0% |
$86.1K - $455K
|
1.23K
$120K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
990New |
$82.7K - $438K
|
990
$96.2K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
983+ 20.21% |
$82.1K - $434K
|
5.85K
$568K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
965New |
$80.6K - $427K
|
965
$93.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
930New |
$77.7K - $411K
|
930
$90.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
929+ 380.74% |
$77.6K - $411K
|
1.17K
$114K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
833+ 359.05% |
$69.6K - $368K
|
1.07K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
796+ 343.1% |
$66.5K - $352K
|
1.03K
$99.9K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
778+ 44.66% |
$65K - $344K
|
2.52K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
740+ 400.0% |
$61.8K - $327K
|
925
$89.9K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
725New |
$60.6K - $320K
|
725
$70.5K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
724+ 400.0% |
$60.5K - $320K
|
905
$88K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
714+ 492.41% |
$59.7K - $316K
|
859
$83.5K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
688+ 380.11% |
$57.5K - $304K
|
869
$84.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
680+ 400.0% |
$56.8K - $301K
|
850
$82.6K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
668+ 287.93% |
$55.8K - $295K
|
900
$87.5K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
645+ 537.5% |
$53.9K - $285K
|
765
$74.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
615+ 9.82% |
$51.4K - $272K
|
6.88K
$668K
|