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 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57New |
$16.4K - $19.9K
|
57
$5.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 3.9% |
$16.4K - $19.9K
|
1.52K
$141K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
56+ 0.07% |
$16.1K - $19.6K
|
79.3K
$7.39M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
56+ 1.31% |
$16.1K - $19.6K
|
4.34K
$404K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
53+ 94.64% |
$15.2K - $18.5K
|
109
$10.1K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
51+ 0.71% |
$14.7K - $17.8K
|
7.23K
$673K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.52% |
$14.4K - $17.5K
|
2.03K
$189K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
43+ 0.64% |
$12.4K - $15K
|
6.73K
$626K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
42+ 1.45% |
$12.1K - $14.7K
|
2.93K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
37+ 34.58% |
$10.6K - $12.9K
|
144
$13.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 7.67% |
$8.91K - $10.8K
|
435
$40.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
31+ 3.29% |
$8.91K - $10.8K
|
974
$90.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30New |
$8.63K - $10.5K
|
30
$2.79K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
26+ 14.94% |
$7.48K - $9.08K
|
200
$18.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.91% |
$6.9K - $8.39K
|
2.65K
$247K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
23+ 3.48% |
$6.61K - $8.04K
|
683
$63.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
23+ 2.53% |
$6.61K - $8.04K
|
932
$86.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
23+ 3.48% |
$6.61K - $8.04K
|
683
$63.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 4.16% |
$6.33K - $7.69K
|
551
$51.3K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 13.46% |
$6.04K - $7.34K
|
177
$16.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
15+ 4.85% |
$4.31K - $5.24K
|
324
$30.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.45% |
$2.88K - $3.49K
|
2.26K
$210K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$2.88K - $3.49K
|
10
$931
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
10+ 0.3% |
$2.88K - $3.49K
|
3.31K
$308K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 22.73% |
$2.88K - $3.49K
|
54
$5.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$2.88K - $3.49K
|
10
$931
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
10+ 1.44% |
$2.88K - $3.49K
|
705
$65.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$1.73K - $2.1K
|
6
$559
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 6.41% |
$1.44K - $1.75K
|
83
$7.73K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$575 - $699
|
5.59K
$521K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$288 - $349
|
1
$93.1
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$288 - $349
|
1
$93.1
|
|
|
Aug 14, 2023
Q2 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$288 - $349
|
4.08K
$380K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$288 - $349
|
913
$85K
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.38% |
$1.44K - $1.75K
|
1.31K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6- 0.05% |
$1.73K - $2.1K
|
12.8K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-8- 6.84% |
$2.3K - $2.8K
|
109
$10.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9- 0.13% |
$2.59K - $3.14K
|
7.03K
$655K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 7.41% |
$2.88K - $3.49K
|
125
$11.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.54% |
$2.88K - $3.49K
|
1.84K
$171K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.54% |
$2.88K - $3.49K
|
1.84K
$171K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 3.73% |
$3.45K - $4.19K
|
310
$28.9K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-13- 0.86% |
$3.74K - $4.54K
|
1.51K
$140K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-16- 2.18% |
$4.6K - $5.59K
|
719
$66.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-17- 0.71% |
$4.89K - $5.94K
|
2.37K
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 0.84% |
$4.89K - $5.94K
|
2K
$186K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-20- 0.87% |
$5.75K - $6.99K
|
2.29K
$213K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-20- 10.0% |
$5.75K - $6.99K
|
180
$16.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-24- 0.69% |
$6.9K - $8.39K
|
3.48K
$324K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 2.46% |
$7.19K - $8.74K
|
993
$92.5K
|