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 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5+ 0.15% |
$1.25K - $1.52K
|
3.44K
$358K
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4+ 0.1% |
$999 - $1.22K
|
4.01K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 2.0% |
$250 - $305
|
49
$5.1K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$250 - $305
|
2
$208
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.25% |
$250 - $305
|
404
$42.1K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 2.73% |
$750 - $914
|
107
$11.1K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6- 0.45% |
$1.5K - $1.83K
|
1.32K
$137K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8- 0.56% |
$2K - $2.44K
|
1.42K
$148K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.22% |
$2.5K - $3.05K
|
4.57K
$476K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 40.0% |
$2.5K - $3.05K
|
15
$1.56K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-10Closed |
$2.5K - $3.05K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-11- 1.26% |
$2.75K - $3.35K
|
862
$89.7K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13- 0.9% |
$3.25K - $3.96K
|
1.43K
$149K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-20- 0.83% |
$5K - $6.09K
|
2.4K
$249K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-22- 0.02% |
$5.5K - $6.7K
|
97.6K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-23- 36.51% |
$5.75K - $7.01K
|
40
$4.16K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 16.67% |
$6.25K - $7.62K
|
125
$13K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-32- 5.7% |
$8K - $9.75K
|
529
$55.1K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-36- 1.97% |
$8.99K - $11K
|
1.79K
$187K
|
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
SELL
|
- |
-37- 0.75% |
$9.24K - $11.3K
|
4.88K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-38- 4.06% |
$9.49K - $11.6K
|
897
$93.4K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-44- 0.66% |
$11K - $13.4K
|
6.6K
$687K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-44- 2.57% |
$11K - $13.4K
|
1.67K
$174K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-47- 37.6% |
$11.7K - $14.3K
|
78
$8.12K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-58- 1.3% |
$14.5K - $17.7K
|
4.41K
$459K
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-65- 8.05% |
$16.2K - $19.8K
|
742
$77.2K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-67- 7.57% |
$16.7K - $20.4K
|
818
$85.2K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-68- 2.3% |
$17K - $20.7K
|
2.89K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-69- 33.82% |
$17.2K - $21K
|
135
$14.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-73- 5.64% |
$18.2K - $22.2K
|
1.22K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-74- 3.36% |
$18.5K - $22.5K
|
2.13K
$222K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-76- 18.63% |
$19K - $23.2K
|
332
$34.6K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-78- 0.41% |
$19.5K - $23.8K
|
18.7K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-80- 2.37% |
$20K - $24.4K
|
3.3K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-80- 1.56% |
$20K - $24.4K
|
5.06K
$526K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-80- 2.65% |
$20K - $24.4K
|
2.94K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 8.86% |
$22K - $26.8K
|
905
$94.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-92- 10.66% |
$23K - $28K
|
771
$80.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-96- 4.31% |
$24K - $29.3K
|
2.13K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100- 10.87% |
$25K - $30.5K
|
820
$85.4K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-100- 12.06% |
$25K - $30.5K
|
729
$75.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-102- 1.54% |
$25.5K - $31.1K
|
6.51K
$677K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-103- 2.48% |
$25.7K - $31.4K
|
4.04K
$421K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-111- 12.6% |
$27.7K - $33.8K
|
770
$80.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-120- 7.59% |
$30K - $36.6K
|
1.46K
$152K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-122- 21.37% |
$30.5K - $37.2K
|
449
$46.7K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-125- 1.91% |
$31.2K - $38.1K
|
6.43K
$669K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-125- 5.99% |
$31.2K - $38.1K
|
1.96K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-128- 0.85% |
$32K - $39K
|
14.9K
$1.55M
|