Purchases and Sales Made in Q3 2022 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
2.48K+ 49.7% |
$124K - $787K
|
7.47K
$759K
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.43KNew |
$121K - $769K
|
2.43K
$246K
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.38KNew |
$119K - $755K
|
2.38K
$242K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.33K+ 14.54% |
$116K - $738K
|
18.3K
$1.86M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.3KNew |
$115K - $731K
|
2.3K
$234K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.26K+ 59.13% |
$113K - $716K
|
6.08K
$617K
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.2KNew |
$110K - $697K
|
2.2K
$223K
|
|
Oct 26, 2022
Q3 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
2KNew |
$100K - $635K
|
2K
$203K
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$99.1K - $628K
|
1.98K
$201K
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.95K+ 6.5% |
$97.3K - $617K
|
31.9K
$3.24M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 26.76% |
$90.8K - $575K
|
8.59K
$873K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.73KNew |
$86.5K - $548K
|
1.73K
$176K
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.73KNew |
$86.5K - $548K
|
1.73K
$176K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7KNew |
$85.1K - $539K
|
1.7K
$173K
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.69K+ 37.27% |
$84.6K - $536K
|
6.23K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.56K+ 132.88% |
$77.8K - $494K
|
2.73K
$277K
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.56KNew |
$77.8K - $493K
|
1.56K
$158K
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.52KNew |
$76K - $482K
|
1.52K
$154K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.44K+ 9.38% |
$72K - $457K
|
16.8K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.25KNew |
$62.6K - $397K
|
1.25K
$127K
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.2KNew |
$60K - $381K
|
1.2K
$122K
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
BUY
|
- |
1.12K+ 26.07% |
$56.1K - $356K
|
5.43K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.12KNew |
$56K - $355K
|
1.12K
$114K
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.1KNew |
$55.1K - $350K
|
1.1K
$112K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.08K+ 4.0% |
$53.9K - $342K
|
28K
$2.85M
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
1KNew |
$50K - $317K
|
1K
$102K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
960New |
$48K - $305K
|
960
$97.5K
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
902New |
$45.1K - $286K
|
902
$91.6K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
860New |
$43K - $273K
|
860
$87.4K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
847+ 6.34% |
$42.4K - $269K
|
14.2K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
824New |
$41.2K - $261K
|
824
$83.7K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
738+ 3.95% |
$36.9K - $234K
|
19.4K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
733+ 46.81% |
$36.7K - $233K
|
2.3K
$234K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
653+ 9.84% |
$32.7K - $207K
|
7.29K
$741K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
633+ 3.98% |
$31.7K - $201K
|
16.5K
$1.68M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
590+ 2.92% |
$29.5K - $187K
|
20.8K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
580+ 45.67% |
$29K - $184K
|
1.85K
$188K
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
558+ 4.16% |
$27.9K - $177K
|
14K
$1.42M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
523+ 9.06% |
$26.2K - $166K
|
6.29K
$639K
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
513+ 11.55% |
$25.7K - $163K
|
4.96K
$503K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
508New |
$25.4K - $161K
|
508
$51.6K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
486New |
$24.3K - $154K
|
486
$49.4K
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
449+ 9.42% |
$22.5K - $142K
|
5.21K
$529K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
442+ 18.81% |
$22.1K - $140K
|
2.79K
$284K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
414+ 6900.0% |
$20.7K - $131K
|
420
$42.7K
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
369+ 0.03% |
$18.5K - $117K
|
1.37M
$139M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
295+ 36.83% |
$14.8K - $93.6K
|
1.1K
$111K
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
250+ 0.61% |
$12.5K - $79.3K
|
41.1K
$4.17M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
246+ 2.51% |
$12.3K - $78K
|
10.1K
$1.02M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
236New |
$11.8K - $74.9K
|
236
$24K
|