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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
490+ 122.5% |
$37.9K - $42.6K
|
890
$93.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
476+ 13.52% |
$36.8K - $41.4K
|
4K
$420K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
474+ 8.12% |
$36.7K - $41.2K
|
6.31K
$662K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
450New |
$34.8K - $39.1K
|
450
$47.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
434+ 16.07% |
$33.6K - $37.7K
|
3.13K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
430+ 286.67% |
$33.3K - $37.4K
|
580
$60.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
429+ 2681.25% |
$33.2K - $37.3K
|
445
$46.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
414+ 7.46% |
$32K - $36K
|
5.96K
$626K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
404+ 9.95% |
$31.3K - $35.1K
|
4.46K
$469K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365+ 39.25% |
$28.2K - $31.7K
|
1.3K
$136K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
338+ 3.24% |
$26.1K - $29.4K
|
10.8K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
320New |
$24.8K - $27.8K
|
320
$33.6K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
300+ 9.22% |
$23.2K - $26.1K
|
3.56K
$373K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
294+ 0.82% |
$22.7K - $25.5K
|
36.1K
$3.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
293+ 2.72% |
$22.7K - $25.5K
|
11.1K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
292New |
$22.6K - $25.4K
|
292
$30.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
290New |
$22.4K - $25.2K
|
290
$30.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
260New |
$20.1K - $22.6K
|
260
$27.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
222+ 6.3% |
$17.2K - $19.3K
|
3.75K
$393K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
197+ 1.57% |
$15.2K - $17.1K
|
12.8K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
166+ 1.15% |
$12.8K - $14.4K
|
14.6K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
159+ 6.23% |
$12.3K - $13.8K
|
2.71K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
147+ 2.0% |
$11.4K - $12.8K
|
7.51K
$788K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
147+ 1.68% |
$11.4K - $12.8K
|
8.92K
$936K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
145New |
$11.2K - $12.6K
|
145
$15.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
140New |
$10.8K - $12.2K
|
140
$14.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
130+ 1.26% |
$10.1K - $11.3K
|
10.5K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
130+ 433.33% |
$10.1K - $11.3K
|
160
$16.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
125New |
$9.67K - $10.9K
|
125
$13.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
105+ 2.66% |
$8.12K - $9.12K
|
4.05K
$425K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
100+ 0.11% |
$7.74K - $8.69K
|
92.6K
$9.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
85+ 1.19% |
$6.58K - $7.39K
|
7.24K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
83+ 0.39% |
$6.42K - $7.21K
|
21.2K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
81+ 1.27% |
$6.27K - $7.04K
|
6.45K
$677K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
74+ 0.02% |
$5.72K - $6.43K
|
391K
$41.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
64+ 0.1% |
$4.95K - $5.56K
|
62.5K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
60+ 2.34% |
$4.64K - $5.21K
|
2.63K
$276K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
52+ 0.1% |
$4.02K - $4.52K
|
51.1K
$5.36M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
50+ 1.54% |
$3.87K - $4.35K
|
3.3K
$346K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
46+ 0.24% |
$3.56K - $4K
|
18.9K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 6.15% |
$2.4K - $2.69K
|
535
$56.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30+ 1.27% |
$2.32K - $2.61K
|
2.39K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
24+ 0.15% |
$1.86K - $2.09K
|
15.7K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20+ 0.2% |
$1.55K - $1.74K
|
9.95K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
20+ 22.22% |
$1.55K - $1.74K
|
110
$11.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13+ 0.15% |
$1.01K - $1.13K
|
8.44K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13+ 0.32% |
$1.01K - $1.13K
|
4.06K
$426K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
8+ 400.0% |
$619 - $695
|
10
$1.05K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.15% |
$387 - $435
|
3.37K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3New |
$232 - $261
|
3
$315
|