Purchases and Sales Made in Q4 2023 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-356- 5.77% |
$117K - $146K
|
5.81K
$602K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-384- 67.96% |
$126K - $157K
|
181
$18.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-389- 17.68% |
$128K - $159K
|
1.81K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-408- 9.39% |
$134K - $167K
|
3.94K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-413- 3.15% |
$136K - $169K
|
12.7K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-445- 5.04% |
$146K - $182K
|
8.39K
$868K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-447- 99.33% |
$147K - $183K
|
3
$311
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-478- 19.57% |
$157K - $195K
|
1.97K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-484- 22.67% |
$159K - $198K
|
1.65K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-486- 8.14% |
$160K - $199K
|
5.49K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-498- 0.79% |
$164K - $204K
|
62.9K
$6.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-503- 67.34% |
$166K - $206K
|
244
$25.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-538- 3.85% |
$177K - $220K
|
13.4K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-581- 7.67% |
$191K - $238K
|
7K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-610- 18.86% |
$201K - $249K
|
2.63K
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-616- 5.42% |
$203K - $252K
|
10.7K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-625- 13.46% |
$206K - $255K
|
4.02K
$416K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-667- 14.02% |
$220K - $273K
|
4.09K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-670- 3.64% |
$221K - $274K
|
17.7K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-676- 4.39% |
$223K - $276K
|
14.7K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-687- 8.28% |
$226K - $281K
|
7.61K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-698- 8.91% |
$230K - $285K
|
7.13K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-708- 6.39% |
$233K - $289K
|
10.4K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-719- 16.12% |
$237K - $294K
|
3.74K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-726- 7.09% |
$239K - $297K
|
9.51K
$985K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-733- 8.6% |
$241K - $300K
|
7.79K
$806K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-738- 1.63% |
$243K - $302K
|
44.7K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-756- 0.06% |
$249K - $309K
|
1.35M
$140M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-762- 4.92% |
$251K - $311K
|
14.7K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-791- 8.06% |
$260K - $323K
|
9.02K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-893- 4.01% |
$294K - $365K
|
21.4K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-900- 43.56% |
$296K - $368K
|
1.17K
$121K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-965- 6.17% |
$318K - $394K
|
14.7K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.01K- 50.75% |
$333K - $413K
|
981
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 14.78% |
$398K - $495K
|
6.97K
$722K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.34K- 4.35% |
$442K - $549K
|
29.6K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.49K- 7.13% |
$489K - $607K
|
19.3K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.64K- 63.88% |
$539K - $670K
|
926
$95.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.71K- 6.33% |
$563K - $699K
|
25.3K
$2.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.84K- 93.83% |
$605K - $752K
|
121
$12.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.88K- 21.51% |
$620K - $770K
|
6.88K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.92K- 10.06% |
$961K - $1.19M
|
26.1K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.44K- 26.14% |
$1.13M - $1.41M
|
9.72K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.03K- 60.19% |
$1.33M - $1.65M
|
2.67K
$276K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.17K- 54.44% |
$1.37M - $1.7M
|
3.49K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-4.51K- 33.62% |
$1.48M - $1.84M
|
8.91K
$922K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.57K- 24.18% |
$1.5M - $1.87M
|
14.3K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.68K- 86.51% |
$1.54M - $1.91M
|
729
$75.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.46K- 6.53% |
$1.8M - $2.23M
|
78.2K
$8.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.52K- 0.26% |
$2.14M - $2.66M
|
2.53M
$262M
|