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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.36KNew |
$207K - $260K
|
2.36K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.36KNew |
$206K - $260K
|
2.36K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.31K+ 1.54% |
$202K - $254K
|
152K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 0.48% |
$201K - $253K
|
476K
$42.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$200K - $251K
|
2.28K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.19KNew |
$191K - $241K
|
2.19K
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.18KNew |
$190K - $240K
|
2.18K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.17KNew |
$190K - $239K
|
2.17K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.15KNew |
$188K - $237K
|
2.15K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.14KNew |
$187K - $235K
|
2.14K
$192K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.13KNew |
$186K - $234K
|
2.13K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.12KNew |
$185K - $233K
|
2.12K
$190K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.12KNew |
$185K - $233K
|
2.12K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.11KNew |
$184K - $232K
|
2.11K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$189K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.1K+ 14.65% |
$183K - $231K
|
16.4K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.08KNew |
$182K - $229K
|
2.08K
$187K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.06K+ 7.27% |
$180K - $226K
|
30.3K
$2.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.03KNew |
$177K - $223K
|
2.03K
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.02K+ 3.82% |
$177K - $223K
|
55K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.02KNew |
$176K - $222K
|
2.02K
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.89K+ 26.92% |
$166K - $209K
|
8.93K
$802K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.89KNew |
$165K - $208K
|
1.89K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.83KNew |
$160K - $201K
|
1.83K
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.82K+ 0.55% |
$159K - $200K
|
330K
$29.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.8K+ 64.29% |
$158K - $198K
|
4.6K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.77K+ 1.92% |
$155K - $195K
|
93.7K
$8.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.58K+ 42.42% |
$138K - $174K
|
5.3K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.58K+ 3.66% |
$138K - $174K
|
44.7K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 46.02% |
$137K - $172K
|
4.97K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.51K+ 24.66% |
$132K - $166K
|
7.64K
$687K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.49K+ 20.01% |
$131K - $165K
|
8.96K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.34K+ 8.79% |
$117K - $148K
|
16.6K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.31K+ 7.33% |
$115K - $145K
|
19.3K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.24K+ 101.39% |
$108K - $137K
|
2.46K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 5.25% |
$106K - $134K
|
24.4K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 27.6% |
$105K - $132K
|
5.55K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$100K - $126K
|
1.15K
$103K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.1K+ 1.62% |
$96.3K - $121K
|
69.2K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.06KNew |
$92.8K - $117K
|
1.06K
$95.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.04KNew |
$90.9K - $114K
|
1.04K
$93.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
974+ 3.71% |
$85.2K - $107K
|
27.2K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
967New |
$84.6K - $107K
|
967
$86.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
895New |
$78.3K - $98.6K
|
895
$80.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
865+ 2.36% |
$75.7K - $95.3K
|
37.5K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
864+ 1.25% |
$75.6K - $95.2K
|
69.9K
$6.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
855+ 28.51% |
$74.8K - $94.2K
|
3.85K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
814+ 21.92% |
$71.2K - $89.7K
|
4.53K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$67.8K - $85.4K
|
775
$69.6K
|