Purchases and Sales Made in Q2 2022 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q2 2022. 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 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
428+ 1.42% |
$110K - $151K
|
30.6K
$3.11M
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
421+ 10.84% |
$108K - $149K
|
4.3K
$437K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
421+ 6.78% |
$108K - $149K
|
6.63K
$674K
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
395+ 18.82% |
$102K - $140K
|
2.49K
$253K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
374+ 44.31% |
$96.2K - $132K
|
1.22K
$124K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
359New |
$92.3K - $127K
|
359
$36.5K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
357+ 9.63% |
$91.8K - $126K
|
4.07K
$413K
|
|
Aug 10, 2022
Q2 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
327+ 23.31% |
$84.1K - $116K
|
1.73K
$176K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
302+ 1.37% |
$77.7K - $107K
|
22.4K
$2.27M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
300+ 4285.71% |
$77.2K - $106K
|
307
$31.2K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
269+ 9.64% |
$69.2K - $95.2K
|
3.06K
$311K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
256+ 7.86% |
$65.9K - $90.6K
|
3.51K
$357K
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
250New |
$64.3K - $88.5K
|
250
$25.4K
|
|
Aug 01, 2022
Q2 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
200+ 10.15% |
$51.4K - $70.8K
|
2.17K
$220K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
177+ 1.13% |
$45.5K - $62.7K
|
15.9K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
173+ 1.14% |
$44.5K - $61.2K
|
15.3K
$1.56M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
173+ 640.74% |
$44.5K - $61.2K
|
200
$20.3K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
165New |
$42.4K - $58.4K
|
165
$16.8K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
143+ 14.65% |
$36.8K - $50.6K
|
1.12K
$114K
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
BUY
|
- |
135+ 1.07% |
$34.7K - $47.8K
|
12.7K
$1.29M
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
110+ 2.54% |
$28.3K - $38.9K
|
4.44K
$451K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
88+ 2.45% |
$22.6K - $31.1K
|
3.68K
$374K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
86+ 10.42% |
$22.1K - $30.4K
|
911
$92.5K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
83New |
$21.4K - $29.4K
|
83
$8.43K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
82+ 14.21% |
$21.1K - $29K
|
659
$66.9K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
77+ 2.54% |
$19.8K - $27.3K
|
3.11K
$316K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
72+ 10.98% |
$18.5K - $25.5K
|
728
$73.9K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
66+ 6.43% |
$17K - $23.4K
|
1.09K
$111K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60+ 68.18% |
$15.4K - $21.2K
|
148
$15K
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
51+ 3.29% |
$13.1K - $18.1K
|
1.6K
$162K
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
49+ 6.52% |
$12.6K - $17.3K
|
801
$81.4K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44New |
$11.3K - $15.6K
|
44
$4.47K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
41New |
$10.5K - $14.5K
|
41
$4.16K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$9K - $12.4K
|
35
$3.55K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
34+ 1.71% |
$8.75K - $12K
|
2.02K
$205K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 194.12% |
$8.49K - $11.7K
|
50
$5.08K
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
30+ 1.49% |
$7.72K - $10.6K
|
2.05K
$208K
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
29+ 0.67% |
$7.46K - $10.3K
|
4.33K
$440K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
29+ 1.76% |
$7.46K - $10.3K
|
1.68K
$170K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
29+ 2.0% |
$7.46K - $10.3K
|
1.48K
$150K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
25New |
$6.43K - $8.85K
|
25
$2.54K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.77% |
$6.43K - $8.85K
|
3.27K
$332K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$6.43K - $8.85K
|
25
$2.54K
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
20+ 1.72% |
$5.14K - $7.08K
|
1.18K
$120K
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 1.52% |
$5.14K - $7.08K
|
1.34K
$136K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20New |
$5.14K - $7.08K
|
20
$2.03K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19+ 0.35% |
$4.89K - $6.73K
|
5.46K
$554K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
18New |
$4.63K - $6.37K
|
18
$1.83K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.31% |
$3.86K - $5.31K
|
4.88K
$496K
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
14+ 0.09% |
$3.6K - $4.96K
|
14.9K
$1.51M
|