Purchases and Sales Made in Q2 2023 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
619New |
$178K - $216K
|
619
$59.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
611New |
$176K - $213K
|
611
$58.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
585New |
$168K - $204K
|
585
$56.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
582New |
$167K - $203K
|
582
$56.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
579New |
$167K - $202K
|
579
$55.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
565+ 3.8% |
$162K - $197K
|
15.4K
$1.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
464+ 2.86% |
$133K - $162K
|
16.7K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
410+ 5.59% |
$118K - $143K
|
7.75K
$747K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
341+ 5.63% |
$98.1K - $119K
|
6.4K
$616K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
310+ 2.14% |
$89.1K - $108K
|
14.8K
$1.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
310New |
$89.1K - $108K
|
310
$29.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
291+ 4.1% |
$83.7K - $102K
|
7.38K
$711K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
280+ 18.28% |
$80.5K - $97.8K
|
1.81K
$175K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
251+ 0.83% |
$72.2K - $87.7K
|
30.5K
$2.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
246+ 4.86% |
$70.7K - $86K
|
5.3K
$511K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
240+ 13.38% |
$69K - $83.9K
|
2.03K
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
240+ 2.3% |
$69K - $83.9K
|
10.7K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
236+ 7.83% |
$67.9K - $82.5K
|
3.25K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
236New |
$67.9K - $82.5K
|
236
$22.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
230+ 6.7% |
$66.1K - $80.4K
|
3.67K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
220+ 28.57% |
$63.3K - $76.9K
|
990
$95.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
219+ 1.19% |
$63K - $76.5K
|
18.6K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
218+ 14.8% |
$62.7K - $76.2K
|
1.69K
$163K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
217+ 13.52% |
$62.4K - $75.8K
|
1.82K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
195+ 3.44% |
$56.1K - $68.1K
|
5.86K
$564K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
179+ 3.92% |
$51.5K - $62.5K
|
4.75K
$458K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
177+ 2.03% |
$50.9K - $61.8K
|
8.91K
$859K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
177+ 5.91% |
$50.9K - $61.8K
|
3.17K
$306K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
177New |
$50.9K - $61.8K
|
177
$17.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
166+ 11.62% |
$47.7K - $58K
|
1.59K
$154K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
159New |
$45.7K - $55.6K
|
159
$15.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
159+ 11.01% |
$45.7K - $55.6K
|
1.6K
$154K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
143New |
$41.1K - $50K
|
143
$13.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
140+ 14000.0% |
$40.3K - $48.9K
|
141
$13.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
124+ 0.83% |
$35.7K - $43.3K
|
15.1K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
117+ 6.14% |
$33.6K - $40.9K
|
2.02K
$195K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
97+ 13.23% |
$27.9K - $33.9K
|
830
$80K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94+ 9400.0% |
$27K - $32.8K
|
95
$9.16K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
87+ 4.65% |
$25K - $30.4K
|
1.96K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
84New |
$24.2K - $29.3K
|
84
$8.1K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
82+ 4.92% |
$23.6K - $28.7K
|
1.75K
$169K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
81+ 2.02% |
$23.3K - $28.3K
|
4.09K
$394K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 42.55% |
$23K - $28K
|
268
$25.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
77New |
$22.1K - $26.9K
|
77
$7.42K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75+ 22.59% |
$21.6K - $26.2K
|
407
$39.2K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
75+ 20.0% |
$21.6K - $26.2K
|
450
$43.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
63+ 2.59% |
$18.1K - $22K
|
2.5K
$241K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
60+ 0.06% |
$17.3K - $21K
|
97.6K
$9.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58+ 4.19% |
$16.7K - $20.3K
|
1.44K
$139K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
58+ 3.26% |
$16.7K - $20.3K
|
1.84K
$177K
|