Purchases and Sales Made in Q3 2021 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-15- 20.55% |
$5.8K - $6.42K
|
58
$6.04K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-16- 1.19% |
$6.19K - $6.85K
|
1.33K
$138K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-16- 3.35% |
$6.19K - $6.85K
|
461
$48K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-17- 1.08% |
$6.58K - $7.28K
|
1.55K
$162K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-20- 0.79% |
$7.74K - $8.56K
|
2.5K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-20- 3.06% |
$7.74K - $8.56K
|
633
$65.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-21- 1.9% |
$8.12K - $8.99K
|
1.09K
$113K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-22- 2.39% |
$8.51K - $9.42K
|
898
$93.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-23Closed |
$8.9K - $9.85K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 1.88% |
$9.67K - $10.7K
|
1.3K
$136K
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-26- 0.09% |
$10.1K - $11.1K
|
30.2K
$3.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27- 2.55% |
$10.4K - $11.6K
|
1.03K
$107K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-33- 2.46% |
$12.8K - $14.1K
|
1.31K
$136K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-46- 0.33% |
$17.8K - $19.7K
|
13.7K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47- 3.46% |
$18.2K - $20.1K
|
1.31K
$137K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-47- 3.27% |
$18.2K - $20.1K
|
1.39K
$145K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-48- 41.03% |
$18.6K - $20.6K
|
69
$7.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-50- 4.44% |
$19.3K - $21.4K
|
1.08K
$112K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 8.73% |
$19.3K - $21.4K
|
523
$54.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 1.52% |
$19.3K - $21.4K
|
3.24K
$337K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-55- 1.32% |
$21.3K - $23.5K
|
4.1K
$427K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55- 1.32% |
$21.3K - $23.5K
|
4.1K
$427K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-63- 1.14% |
$24.4K - $27K
|
5.48K
$570K
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-70- 0.95% |
$27.1K - $30K
|
7.28K
$758K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-70- 2.25% |
$27.1K - $30K
|
3.05K
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-72- 3.43% |
$27.9K - $30.8K
|
2.03K
$211K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
SELL
|
- |
-75- 27.27% |
$29K - $32.1K
|
200
$20.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-76- 6.91% |
$29.4K - $32.5K
|
1.02K
$107K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-78- 0.5% |
$30.2K - $33.4K
|
15.6K
$1.62M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-90- 5.94% |
$34.8K - $38.5K
|
1.43K
$148K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-92Closed |
$35.6K - $39.4K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-99- 0.29% |
$38.3K - $42.4K
|
34.3K
$3.57M
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
SELL
|
- |
-100- 7.36% |
$38.7K - $42.8K
|
1.26K
$131K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-105- 42.17% |
$40.6K - $45K
|
144
$15K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-110- 0.34% |
$42.6K - $47.1K
|
31.9K
$3.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-118- 1.52% |
$45.7K - $50.5K
|
7.64K
$795K
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-123- 3.9% |
$47.6K - $52.7K
|
3.03K
$316K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-126- 24.28% |
$48.7K - $53.9K
|
393
$40.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 4.04% |
$53.8K - $59.5K
|
3.3K
$344K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-152- 9.41% |
$58.8K - $65.1K
|
1.46K
$152K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-152Closed |
$58.8K - $65.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-155- 9.35% |
$60K - $66.4K
|
1.5K
$156K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-163- 2.65% |
$63.1K - $69.8K
|
6K
$624K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-192- 0.39% |
$74.3K - $82.2K
|
48.7K
$5.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-194- 6.96% |
$75.1K - $83.1K
|
2.6K
$270K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-218- 20.11% |
$84.3K - $93.3K
|
866
$90.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-222- 1.69% |
$85.9K - $95.1K
|
12.9K
$1.35M
|
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-230- 1.74% |
$89K - $98.5K
|
13K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-246- 0.63% |
$95.2K - $105K
|
39.1K
$4.07M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-258- 1.66% |
$99.8K - $110K
|
15.2K
$1.59M
|