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 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-130- 8.51% |
$32.5K - $39.6K
|
1.4K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-132- 3.11% |
$33K - $40.2K
|
4.11K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-148- 6.41% |
$37K - $45.1K
|
2.16K
$225K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-150- 15.0% |
$37.5K - $45.7K
|
850
$88.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-166- 13.65% |
$41.5K - $50.6K
|
1.05K
$109K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-171- 2.36% |
$42.7K - $52.1K
|
7.09K
$738K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-172- 8.97% |
$43K - $52.4K
|
1.75K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-175- 2.33% |
$43.7K - $53.3K
|
7.34K
$764K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-188- 5.63% |
$47K - $57.3K
|
3.15K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-195- 3.33% |
$48.7K - $59.4K
|
5.66K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-213- 6.6% |
$53.2K - $64.9K
|
3.01K
$314K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-214- 15.97% |
$53.5K - $65.2K
|
1.13K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-240- 7.95% |
$60K - $73.1K
|
2.78K
$289K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-241- 9.94% |
$60.2K - $73.4K
|
2.18K
$227K
|
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-250- 0.82% |
$62.5K - $76.2K
|
30.3K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-262- 1.24% |
$65.5K - $79.8K
|
20.8K
$2.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-279- 1.89% |
$69.7K - $85K
|
14.5K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-280- 13.66% |
$70K - $85.3K
|
1.77K
$184K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-339- 18.12% |
$84.7K - $103K
|
1.53K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-357- 1.58% |
$89.2K - $109K
|
22.2K
$2.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-398- 17.73% |
$99.4K - $121K
|
1.85K
$192K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-402- 32.66% |
$100K - $122K
|
829
$86.3K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-410- 16.12% |
$102K - $125K
|
2.13K
$222K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-411- 22.34% |
$103K - $125K
|
1.43K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-456- 20.76% |
$114K - $139K
|
1.74K
$181K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-463- 5.94% |
$116K - $141K
|
7.33K
$763K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-465- 19.91% |
$116K - $142K
|
1.87K
$195K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-485- 6.44% |
$121K - $148K
|
7.04K
$733K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-489- 17.46% |
$122K - $149K
|
2.31K
$241K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-500- 32.26% |
$125K - $152K
|
1.05K
$109K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-531- 4.84% |
$133K - $162K
|
10.4K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-548- 21.67% |
$137K - $167K
|
1.98K
$206K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-552- 11.83% |
$138K - $168K
|
4.12K
$428K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-574- 0.71% |
$143K - $175K
|
80.8K
$8.41M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-637- 3.36% |
$159K - $194K
|
18.3K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-700- 3.97% |
$175K - $213K
|
16.9K
$1.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-751- 22.58% |
$188K - $229K
|
2.58K
$268K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-768- 5.06% |
$192K - $234K
|
14.4K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-779- 5.72% |
$195K - $237K
|
12.8K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-802- 24.4% |
$200K - $244K
|
2.49K
$259K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-836- 25.89% |
$209K - $255K
|
2.39K
$249K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-869- 8.21% |
$217K - $265K
|
9.72K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-950- 48.72% |
$237K - $289K
|
1K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.01K- 2.98% |
$251K - $306K
|
32.7K
$3.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.02K- 57.02% |
$254K - $309K
|
765
$79.6K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 8.81% |
$287K - $350K
|
11.9K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.27K- 24.2% |
$318K - $388K
|
3.99K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.42K- 1.55% |
$354K - $432K
|
89.7K
$9.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.49K- 10.04% |
$372K - $454K
|
13.4K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.6K- 54.19% |
$399K - $486K
|
1.35K
$140K
|