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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
212+ 19.81% |
$53K - $64.6K
|
1.28K
$111K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
210+ 15.05% |
$52.5K - $64K
|
1.61K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200New |
$50K - $60.9K
|
200
$17.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$50K - $60.9K
|
200
$17.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
188New |
$47K - $57.3K
|
188
$16.3K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181New |
$45.2K - $55.2K
|
181
$15.7K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
178+ 247.22% |
$44.5K - $54.2K
|
250
$21.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
175New |
$43.7K - $53.3K
|
175
$15.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
173+ 3.19% |
$43.2K - $52.7K
|
5.59K
$484K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
162+ 81.0% |
$40.5K - $49.4K
|
362
$31.3K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
144+ 5.05% |
$36K - $43.9K
|
2.99K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
141New |
$35.2K - $43K
|
141
$12.2K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
141New |
$35.2K - $43K
|
141
$12.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 75.0% |
$34.5K - $42K
|
322
$27.9K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
134+ 7.57% |
$33.5K - $40.8K
|
1.9K
$165K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
123New |
$30.7K - $37.5K
|
123
$10.7K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
118New |
$29.5K - $36K
|
118
$10.2K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118+ 13.96% |
$29.5K - $36K
|
963
$83.4K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
115+ 3.1% |
$28.7K - $35K
|
3.83K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
93New |
$23.2K - $28.3K
|
93
$8.05K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
85New |
$21.2K - $25.9K
|
85
$7.36K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
79New |
$19.7K - $24.1K
|
79
$6.84K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
78+ 3.31% |
$19.5K - $23.8K
|
2.43K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
77New |
$19.2K - $23.5K
|
77
$6.67K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77New |
$19.2K - $23.5K
|
77
$6.67K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
76+ 1.28% |
$19K - $23.2K
|
6.02K
$521K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
74+ 1.5% |
$18.5K - $22.5K
|
4.99K
$432K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
71+ 1.07% |
$17.7K - $21.6K
|
6.68K
$579K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 9.36% |
$16.5K - $20.1K
|
771
$66.8K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
65+ 6.82% |
$16.2K - $19.8K
|
1.02K
$88.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
57+ 2.9% |
$14.2K - $17.4K
|
2.02K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56+ 1.28% |
$14K - $17.1K
|
4.43K
$384K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
52+ 7.61% |
$13K - $15.8K
|
735
$63.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
52+ 8.57% |
$13K - $15.8K
|
659
$57.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
50+ 40.32% |
$12.5K - $15.2K
|
174
$15.1K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 500.0% |
$12.5K - $15.2K
|
60
$5.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
40+ 3.17% |
$9.99K - $12.2K
|
1.3K
$113K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
38New |
$9.49K - $11.6K
|
38
$3.29K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
36+ 0.67% |
$8.99K - $11K
|
5.44K
$471K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
35+ 1.95% |
$8.74K - $10.7K
|
1.83K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$8.74K - $10.7K
|
35
$3.03K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28+ 2.06% |
$7K - $8.53K
|
1.38K
$120K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25New |
$6.25K - $7.62K
|
25
$2.16K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
22New |
$5.5K - $6.7K
|
22
$1.9K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
16+ 1.34% |
$4K - $4.88K
|
1.21K
$105K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
16+ 0.67% |
$4K - $4.88K
|
2.39K
$207K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15+ 11.54% |
$3.75K - $4.57K
|
145
$12.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$2K - $2.44K
|
8
$693
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$1.75K - $2.13K
|
7
$606
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$1.75K - $2.13K
|
7
$606
|