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 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
253+ 6.34% |
$84.6K - $92.9K
|
4.24K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
245+ 6.68% |
$81.9K - $89.9K
|
3.91K
$395K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
241+ 11.85% |
$80.6K - $88.4K
|
2.28K
$230K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
235+ 4.43% |
$78.6K - $86.2K
|
5.54K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
232New |
$77.6K - $85.1K
|
232
$23.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
232+ 27.95% |
$77.6K - $85.1K
|
1.06K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
232New |
$77.6K - $85.1K
|
232
$23.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
207+ 1.5% |
$69.2K - $76K
|
14K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
200+ 12.12% |
$66.9K - $73.4K
|
1.85K
$187K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
196+ 35.57% |
$65.5K - $71.9K
|
747
$75.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
185+ 12.69% |
$61.9K - $67.9K
|
1.64K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
181+ 1.62% |
$60.5K - $66.4K
|
11.4K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
178+ 9.98% |
$59.5K - $65.3K
|
1.96K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
170+ 10.32% |
$56.8K - $62.4K
|
1.82K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
165+ 485.29% |
$55.2K - $60.6K
|
199
$20.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
154+ 0.4% |
$51.5K - $56.5K
|
38.8K
$3.92M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
148+ 2.05% |
$49.5K - $54.3K
|
7.37K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
144+ 7.9% |
$48.1K - $52.8K
|
1.97K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
130New |
$43.5K - $47.7K
|
130
$13.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
116+ 0.86% |
$38.8K - $42.6K
|
13.6K
$1.37M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
113+ 12.38% |
$37.8K - $41.5K
|
1.03K
$104K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
111+ 3.68% |
$37.1K - $40.7K
|
3.13K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
109+ 0.16% |
$36.4K - $40K
|
68.1K
$6.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
108New |
$36.1K - $39.6K
|
108
$10.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
100+ 6.94% |
$33.4K - $36.7K
|
1.54K
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 0.48% |
$33.4K - $36.7K
|
20.8K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100New |
$33.4K - $36.7K
|
100
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 69.44% |
$33.4K - $36.7K
|
244
$24.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
99+ 1.55% |
$33.1K - $36.3K
|
6.5K
$656K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
99+ 1.47% |
$33.1K - $36.3K
|
6.83K
$689K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 0.01% |
$31.8K - $34.9K
|
1.35M
$137M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
87+ 12.1% |
$29.1K - $31.9K
|
806
$81.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
82+ 86.32% |
$27.4K - $30.1K
|
177
$17.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
80+ 4.73% |
$26.7K - $29.4K
|
1.77K
$179K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
77+ 16.59% |
$25.7K - $28.3K
|
541
$54.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
75+ 2.56% |
$25.1K - $27.5K
|
3.01K
$304K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
73New |
$24.4K - $26.8K
|
73
$7.37K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
69+ 11.29% |
$23.1K - $25.3K
|
680
$68.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 3.14% |
$21.7K - $23.9K
|
2.14K
$216K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
65+ 6500.0% |
$21.7K - $23.9K
|
66
$6.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
63+ 5.97% |
$21.1K - $23.1K
|
1.12K
$113K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
63+ 1.45% |
$21.1K - $23.1K
|
4.41K
$445K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
62+ 0.29% |
$20.7K - $22.8K
|
21.6K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
56New |
$18.7K - $20.6K
|
56
$5.66K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 12.41% |
$18.1K - $19.8K
|
489
$49.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
53New |
$17.7K - $19.5K
|
53
$5.35K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50New |
$16.7K - $18.4K
|
50
$5.05K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 15.16% |
$15.7K - $17.2K
|
357
$36.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46+ 1.44% |
$15.4K - $16.9K
|
3.24K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
46+ 1.12% |
$15.4K - $16.9K
|
4.14K
$418K
|