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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-27- 2.11% |
$7.76K - $9.43K
|
1.26K
$133K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-29- 1.36% |
$8.34K - $10.1K
|
2.1K
$223K
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-30- 4.04% |
$8.63K - $10.5K
|
712
$75.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30- 8.04% |
$8.63K - $10.5K
|
343
$36.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-33- 2.45% |
$9.49K - $11.5K
|
1.32K
$139K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-35- 1.83% |
$10.1K - $12.2K
|
1.88K
$199K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37- 0.08% |
$10.6K - $12.9K
|
49K
$5.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-41- 2.15% |
$11.8K - $14.3K
|
1.87K
$198K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-41- 1.4% |
$11.8K - $14.3K
|
2.88K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-43- 46.24% |
$12.4K - $15K
|
50
$5.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-45- 2.08% |
$12.9K - $15.7K
|
2.12K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47- 3.36% |
$13.5K - $16.4K
|
1.35K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-50- 1.58% |
$14.4K - $17.5K
|
3.12K
$330K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-55- 3.01% |
$15.8K - $19.2K
|
1.77K
$188K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-55- 5.02% |
$15.8K - $19.2K
|
1.04K
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-57- 2.68% |
$16.4K - $19.9K
|
2.07K
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-63- 1.53% |
$18.1K - $22K
|
4.05K
$429K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-71- 6.76% |
$20.4K - $24.8K
|
979
$104K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-75- 1.25% |
$21.6K - $26.2K
|
5.94K
$630K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-76- 1.72% |
$21.9K - $26.6K
|
4.34K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-77- 2.66% |
$22.1K - $26.9K
|
2.82K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-78- 1.93% |
$22.4K - $27.3K
|
3.96K
$420K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-79- 9.53% |
$22.7K - $27.6K
|
750
$79.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-81- 7.71% |
$23.3K - $28.3K
|
969
$103K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-90- 12.35% |
$25.9K - $31.4K
|
639
$67.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-102- 1.63% |
$29.3K - $35.6K
|
6.15K
$652K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-113- 3.53% |
$32.5K - $39.5K
|
3.09K
$327K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-117- 16.62% |
$33.6K - $40.9K
|
587
$62.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-120- 0.9% |
$34.5K - $41.9K
|
13.2K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-121- 0.58% |
$34.8K - $42.3K
|
20.7K
$2.2M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-127- 1.96% |
$36.5K - $44.4K
|
6.37K
$675K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-131- 4.35% |
$37.7K - $45.8K
|
2.88K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-131- 4.35% |
$37.7K - $45.8K
|
2.88K
$306K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-134- 81.71% |
$38.5K - $46.8K
|
30
$3.18K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-140- 99.29% |
$40.3K - $48.9K
|
1
$106
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-140- 11.47% |
$40.3K - $48.9K
|
1.08K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-144- 10.08% |
$41.4K - $50.3K
|
1.29K
$136K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-149- 18.22% |
$42.8K - $52.1K
|
669
$70.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-157- 12.06% |
$45.1K - $54.9K
|
1.15K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-169- 7.92% |
$48.6K - $59K
|
1.96K
$208K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-178- 71.2% |
$51.2K - $62.2K
|
72
$7.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-178- 4.21% |
$51.2K - $62.2K
|
4.05K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-179- 2.1% |
$51.5K - $62.5K
|
8.33K
$883K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-185- 92.5% |
$53.2K - $64.6K
|
15
$1.59K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-185- 0.89% |
$53.2K - $64.6K
|
20.6K
$2.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-185- 2.8% |
$53.2K - $64.6K
|
6.41K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-188- 3.59% |
$54.1K - $65.7K
|
5.05K
$536K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-191- 16.1% |
$54.9K - $66.7K
|
995
$105K
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-194- 1.09% |
$55.8K - $67.8K
|
17.6K
$1.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-226- 9.83% |
$65K - $79K
|
2.07K
$220K
|