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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.9K+ 464.34% |
$1.13M - $1.42M
|
15.7K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.5KNew |
$1.1M - $1.38M
|
12.5K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
12.1KNew |
$1.06M - $1.33M
|
12.1K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 32.18% |
$1.03M - $1.3M
|
48.5K
$4.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 37.17% |
$971K - $1.22M
|
41K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
10.9K+ 27.97% |
$954K - $1.2M
|
49.9K
$4.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.8KNew |
$942K - $1.19M
|
10.8K
$968K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.4K+ 27.65% |
$911K - $1.15M
|
48K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10KNew |
$875K - $1.1M
|
10K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.94KNew |
$870K - $1.09M
|
9.94K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.84KNew |
$861K - $1.08M
|
9.84K
$884K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.56K+ 47.06% |
$836K - $1.05M
|
29.9K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.14K+ 327.1% |
$799K - $1.01M
|
11.9K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
8.96KNew |
$784K - $987K
|
8.96K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
8.78KNew |
$768K - $967K
|
8.78K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.58K+ 40.14% |
$750K - $945K
|
29.9K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.44KNew |
$739K - $930K
|
8.44K
$759K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.42KNew |
$737K - $928K
|
8.42K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.27KNew |
$724K - $912K
|
8.27K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
7.97KNew |
$697K - $878K
|
7.97K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
7.81K+ 19.15% |
$683K - $861K
|
48.6K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.78KNew |
$681K - $857K
|
7.78K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.44K+ 1.11% |
$651K - $820K
|
680K
$61.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.05KNew |
$617K - $777K
|
7.05K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7K+ 7000.0% |
$613K - $771K
|
7.1K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.84K+ 25.57% |
$598K - $753K
|
33.6K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.77K+ 7.79% |
$593K - $746K
|
93.7K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
6.71KNew |
$587K - $739K
|
6.71K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.66K+ 114.88% |
$583K - $734K
|
12.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.61K+ 141.33% |
$578K - $728K
|
11.3K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.3K+ 189.76% |
$551K - $694K
|
9.62K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.18KNew |
$541K - $681K
|
6.18K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.02KNew |
$527K - $663K
|
6.02K
$541K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.93K+ 24.55% |
$519K - $653K
|
30.1K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.85KNew |
$511K - $644K
|
5.85K
$525K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.59KNew |
$489K - $615K
|
5.59K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.53K+ 4.08% |
$484K - $609K
|
141K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.45K+ 6.16% |
$477K - $600K
|
94K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.33K+ 17.15% |
$466K - $587K
|
36.4K
$3.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.2K+ 148.91% |
$455K - $573K
|
8.69K
$781K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5KNew |
$438K - $551K
|
5K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
5KNew |
$438K - $551K
|
5K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.81K+ 79.31% |
$421K - $530K
|
10.9K
$977K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.67K+ 4.23% |
$409K - $514K
|
115K
$10.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
4.44KNew |
$388K - $489K
|
4.44K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.44KNew |
$388K - $489K
|
4.44K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
4.14KNew |
$362K - $456K
|
4.14K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.1K+ 26.07% |
$359K - $452K
|
19.8K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.1KNew |
$358K - $451K
|
4.1K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.09KNew |
$358K - $450K
|
4.09K
$367K
|