Purchases and Sales Made in Q1 2023 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q1 2023. 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, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.52K+ 11.36% |
$381K - $464K
|
14.9K
$1.29M
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.5KNew |
$375K - $457K
|
1.5K
$130K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.47KNew |
$368K - $449K
|
1.47K
$128K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.44KNew |
$360K - $439K
|
1.44K
$125K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.44KNew |
$360K - $438K
|
1.44K
$125K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.34KNew |
$335K - $408K
|
1.34K
$116K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.22K+ 86.14% |
$306K - $373K
|
2.65K
$229K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.19KNew |
$296K - $361K
|
1.19K
$103K
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.1KNew |
$274K - $334K
|
1.1K
$94.8K
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
1KNew |
$250K - $305K
|
1K
$86.6K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
972New |
$243K - $296K
|
972
$84.2K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
970+ 6.28% |
$242K - $296K
|
16.4K
$1.42M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
943New |
$236K - $287K
|
943
$81.7K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
914New |
$228K - $278K
|
914
$79.1K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
842New |
$210K - $257K
|
842
$72.9K
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
775+ 2.72% |
$194K - $236K
|
29.3K
$2.54M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
733New |
$183K - $223K
|
733
$63.5K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
732+ 13.75% |
$183K - $223K
|
6.06K
$524K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
724New |
$181K - $221K
|
724
$62.7K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
721New |
$180K - $220K
|
721
$62.4K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
704New |
$176K - $215K
|
704
$61K
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
701+ 9.59% |
$175K - $214K
|
8.01K
$693K
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
700New |
$175K - $213K
|
700
$60.6K
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
700New |
$175K - $213K
|
700
$60.6K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
698New |
$174K - $213K
|
698
$60.4K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
696New |
$174K - $212K
|
696
$60.3K
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
695New |
$174K - $212K
|
695
$60.2K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
663New |
$166K - $202K
|
663
$57.4K
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
660New |
$165K - $201K
|
660
$57.1K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
650+ 250.97% |
$162K - $198K
|
909
$78.7K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
605+ 302.5% |
$151K - $184K
|
805
$69.7K
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
554+ 9.72% |
$138K - $169K
|
6.25K
$541K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
550+ 3.69% |
$137K - $168K
|
15.4K
$1.34M
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
550New |
$137K - $168K
|
550
$47.6K
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
530+ 17.85% |
$132K - $161K
|
3.5K
$303K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
492+ 38.29% |
$123K - $150K
|
1.78K
$154K
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
488+ 1.71% |
$122K - $149K
|
29.1K
$2.52M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
483+ 1.46% |
$121K - $147K
|
33.6K
$2.91M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
430+ 42.62% |
$107K - $131K
|
1.44K
$125K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
425+ 6.73% |
$106K - $129K
|
6.74K
$584K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
408+ 5.89% |
$102K - $124K
|
7.33K
$635K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
373+ 1.71% |
$93.2K - $114K
|
22.2K
$1.92M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
354+ 14.48% |
$88.4K - $108K
|
2.8K
$242K
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
353+ 5.18% |
$88.2K - $108K
|
7.17K
$621K
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
343+ 2.36% |
$85.7K - $105K
|
14.9K
$1.29M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
337+ 8.53% |
$84.2K - $103K
|
4.29K
$371K
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
316+ 0.02% |
$79K - $96.3K
|
1.35M
$117M
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
258+ 3.04% |
$64.5K - $78.6K
|
8.74K
$756K
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
257+ 3.11% |
$64.2K - $78.3K
|
8.51K
$737K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
219+ 12.98% |
$54.7K - $66.7K
|
1.91K
$165K
|