Purchases and Sales Made in Q3 2023 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.34K+ 13350.0% |
$446K - $490K
|
1.35K
$140K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 19.76% |
$432K - $474K
|
7.83K
$813K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.27KNew |
$425K - $466K
|
1.27K
$132K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 73.72% |
$374K - $411K
|
2.64K
$274K
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$373K - $410K
|
1.12K
$116K
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
1.11KNew |
$372K - $408K
|
1.11K
$116K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.11KNew |
$369K - $406K
|
1.11K
$115K
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
997+ 100.2% |
$333K - $366K
|
1.99K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
921+ 7.62% |
$308K - $338K
|
13K
$1.35M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
897+ 2.11% |
$300K - $329K
|
43.4K
$4.51M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
890+ 55.52% |
$298K - $327K
|
2.49K
$259K
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
861New |
$288K - $316K
|
861
$89.4K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
846+ 4.6% |
$283K - $310K
|
19.2K
$2M
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
840+ 1.31% |
$281K - $308K
|
65.2K
$6.77M
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
827New |
$277K - $304K
|
827
$85.9K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
807+ 61.32% |
$270K - $296K
|
2.12K
$220K
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
795+ 20.06% |
$266K - $292K
|
4.76K
$494K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
792+ 134.92% |
$265K - $291K
|
1.38K
$143K
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
782+ 0.8% |
$261K - $287K
|
98.4K
$10.2M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
757+ 5.09% |
$253K - $278K
|
15.6K
$1.62M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
744New |
$249K - $273K
|
744
$77.3K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
717+ 4.85% |
$240K - $263K
|
15.5K
$1.61M
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
681New |
$228K - $250K
|
681
$70.7K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
659New |
$220K - $242K
|
659
$68.4K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
632New |
$211K - $232K
|
632
$65.6K
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
620New |
$207K - $228K
|
620
$64.4K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
609New |
$204K - $224K
|
609
$63.2K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
609New |
$204K - $224K
|
609
$63.2K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
603+ 6.91% |
$202K - $221K
|
9.33K
$969K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
599New |
$200K - $220K
|
599
$62.2K
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
598+ 3.4% |
$200K - $219K
|
18.2K
$1.89M
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
565New |
$189K - $207K
|
565
$58.7K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
556+ 9.82% |
$186K - $204K
|
6.22K
$646K
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
500+ 29.41% |
$167K - $184K
|
2.2K
$228K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
490+ 280.0% |
$164K - $180K
|
665
$69.1K
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
450New |
$150K - $165K
|
450
$46.7K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
412+ 1.32% |
$138K - $151K
|
31.7K
$3.29M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
410+ 48.69% |
$137K - $150K
|
1.25K
$130K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
400+ 62.6% |
$134K - $147K
|
1.04K
$108K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
389+ 4.99% |
$130K - $143K
|
8.18K
$850K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
367+ 90.17% |
$123K - $135K
|
774
$80.4K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
337+ 7.82% |
$113K - $124K
|
4.64K
$482K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
328+ 1.77% |
$110K - $120K
|
18.9K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
322+ 0.59% |
$108K - $118K
|
55.1K
$5.72M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
300+ 16.35% |
$100K - $110K
|
2.14K
$222K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
289+ 1926.67% |
$96.6K - $106K
|
304
$31.6K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
272+ 3.69% |
$90.9K - $99.8K
|
7.65K
$795K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
265New |
$88.6K - $97.3K
|
265
$27.5K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
263+ 25.44% |
$87.9K - $96.5K
|
1.3K
$135K
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
262+ 2.45% |
$87.6K - $96.2K
|
10.9K
$1.14M
|