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
|
Founders Financial Securities LLC
|
SELL
|
- |
-229- 20.34% |
$65.9K - $80K
|
897
$84.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-255- 46.36% |
$73.3K - $89.1K
|
295
$27.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-296- 0.64% |
$85.1K - $103K
|
46.1K
$4.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-304- 31.28% |
$87.4K - $106K
|
668
$62.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-305- 14.12% |
$87.7K - $107K
|
1.86K
$175K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-325- 33.75% |
$93.5K - $114K
|
638
$60.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-345- 12.33% |
$99.2K - $121K
|
2.45K
$231K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
SELL
|
- |
-354- 7.26% |
$102K - $124K
|
4.52K
$426K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-366- 2.36% |
$105K - $128K
|
15.2K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-367- 1.96% |
$106K - $128K
|
18.4K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-408- 5.56% |
$117K - $143K
|
6.92K
$652K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-450- 39.37% |
$129K - $157K
|
693
$65.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-459- 2.04% |
$132K - $160K
|
22.1K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-475- 33.01% |
$137K - $166K
|
964
$90.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-475- 33.01% |
$137K - $166K
|
964
$90.7K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-490- 32.67% |
$141K - $171K
|
1.01K
$95.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-493- 15.64% |
$142K - $172K
|
2.66K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-522- 39.49% |
$150K - $182K
|
800
$75.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-546- 0.99% |
$157K - $191K
|
54.8K
$5.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-586- 22.76% |
$169K - $205K
|
1.99K
$187K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-586- 1.74% |
$169K - $205K
|
33.1K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-590- 0.04% |
$170K - $206K
|
1.35M
$127M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-607- 22.95% |
$175K - $212K
|
2.04K
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-724- 3.26% |
$208K - $253K
|
21.5K
$2.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-736- 6.18% |
$212K - $257K
|
11.2K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-749- 42.01% |
$215K - $262K
|
1.03K
$97.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-889- 7.49% |
$256K - $311K
|
11K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-900- 3.07% |
$259K - $314K
|
28.4K
$2.67M
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.07K- 7.21% |
$308K - $374K
|
13.8K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 5.07% |
$323K - $392K
|
21K
$1.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.3K- 3.96% |
$373K - $453K
|
31.4K
$2.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.52K- 9.26% |
$437K - $531K
|
14.9K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.52K- 12.16% |
$438K - $532K
|
11K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.6K- 15.32% |
$460K - $559K
|
8.85K
$833K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.02K- 81.33% |
$581K - $706K
|
464
$43.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.12K- 32.99% |
$610K - $741K
|
4.31K
$405K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.36K- 98.58% |
$678K - $824K
|
34
$3.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.4K- 9.26% |
$690K - $838K
|
23.5K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.59K- 62.88% |
$744K - $904K
|
1.53K
$144K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.74K- 9.73% |
$789K - $959K
|
25.4K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.19K- 38.88% |
$918K - $1.11M
|
5.02K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.71K- 8.9% |
$1.07M - $1.3M
|
38K
$3.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.62K- 60.35% |
$1.33M - $1.61M
|
3.03K
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-7.54K- 47.19% |
$2.17M - $2.64M
|
8.44K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.5K- 85.67% |
$4.18M - $5.08M
|
2.43K
$229K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-15.6K- 53.68% |
$4.49M - $5.45M
|
13.5K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.5K- 29.12% |
$5.02M - $6.1M
|
42.5K
$4M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-17.5K- 6.54% |
$5.03M - $6.11M
|
250K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-30.4K- 83.52% |
$8.74M - $10.6M
|
6K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.2K- 63.86% |
$10.1M - $12.3M
|
19.9K
$1.88M
|