Purchases and Sales Made in Q1 2022 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q1 2022. 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 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
468+ 29.42% |
$141K - $184K
|
2.06K
$199K
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
416+ 26.0% |
$126K - $164K
|
2.02K
$195K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
400New |
$121K - $157K
|
400
$38.7K
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
398+ 2.09% |
$120K - $156K
|
19.4K
$1.88M
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
385New |
$116K - $151K
|
385
$37.3K
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
366+ 16.07% |
$111K - $144K
|
2.64K
$256K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
359+ 13.13% |
$109K - $141K
|
3.09K
$299K
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
332+ 10.64% |
$100K - $131K
|
3.45K
$334K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
303New |
$91.6K - $119K
|
303
$29.3K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
275+ 3.44% |
$83.1K - $108K
|
8.26K
$800K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
263+ 10.22% |
$79.5K - $103K
|
2.84K
$275K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
252+ 254.55% |
$76.2K - $99.1K
|
351
$34K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
247+ 4.1% |
$74.7K - $97.1K
|
6.28K
$608K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
206+ 28.65% |
$62.3K - $81K
|
925
$89.5K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
195+ 24.94% |
$58.9K - $76.7K
|
977
$94.6K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
190+ 6.23% |
$57.4K - $74.7K
|
3.24K
$314K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
157+ 2.72% |
$47.5K - $61.7K
|
5.94K
$575K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
151+ 7.37% |
$45.6K - $59.4K
|
2.2K
$213K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
150+ 23.7% |
$45.3K - $59K
|
783
$75.8K
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
135+ 1.7% |
$40.8K - $53.1K
|
8.06K
$780K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125New |
$37.8K - $49.1K
|
125
$12.1K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
118+ 1072.73% |
$35.7K - $46.4K
|
129
$12.5K
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
114+ 3.33% |
$34.5K - $44.8K
|
3.54K
$343K
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
108+ 8.95% |
$32.6K - $42.5K
|
1.32K
$127K
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$30.2K - $39.3K
|
100
$9.68K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
100New |
$30.2K - $39.3K
|
100
$9.68K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 5.29% |
$30.2K - $39.3K
|
1.99K
$193K
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
90New |
$27.2K - $35.4K
|
90
$8.71K
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
73+ 3.08% |
$22.1K - $28.7K
|
2.45K
$237K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
73+ 1.63% |
$22.1K - $28.7K
|
4.56K
$441K
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
70+ 12.96% |
$21.2K - $27.5K
|
610
$59K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69+ 1.9% |
$20.9K - $27.1K
|
3.71K
$359K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
68+ 8.98% |
$20.6K - $26.7K
|
825
$79.9K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 0.85% |
$20K - $25.9K
|
7.82K
$756K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 91.04% |
$18.4K - $24K
|
128
$12.4K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
58New |
$17.5K - $22.8K
|
58
$5.61K
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
57+ 8.65% |
$17.2K - $22.4K
|
716
$69.3K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
50New |
$15.1K - $19.7K
|
50
$4.84K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48+ 4.98% |
$14.5K - $18.9K
|
1.01K
$97.9K
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
45+ 1.22% |
$13.6K - $17.7K
|
3.75K
$363K
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
43+ 1.01% |
$13K - $16.9K
|
4.31K
$417K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
40New |
$12.1K - $15.7K
|
40
$3.87K
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
40+ 1.41% |
$12.1K - $15.7K
|
2.88K
$278K
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
35+ 0.24% |
$10.6K - $13.8K
|
14.9K
$1.44M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 28.45% |
$9.98K - $13K
|
149
$14.4K
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
30+ 5.15% |
$9.07K - $11.8K
|
613
$59.3K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 10.08% |
$7.56K - $9.83K
|
273
$26.4K
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 4.17% |
$7.56K - $9.83K
|
625
$60.5K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$6.65K - $8.65K
|
22
$2.13K
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
21+ 1.35% |
$6.35K - $8.25K
|
1.58K
$152K
|