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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
42New |
$14K - $15.4K
|
42
$4.24K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
40+ 307.69% |
$13.4K - $14.7K
|
53
$5.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
36+ 0.15% |
$12K - $13.2K
|
23.8K
$2.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
35New |
$11.7K - $12.8K
|
35
$3.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
34+ 2.58% |
$11.4K - $12.5K
|
1.35K
$136K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
32New |
$10.7K - $11.7K
|
32
$3.23K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
31+ 1.58% |
$10.4K - $11.4K
|
1.99K
$201K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
24+ 0.13% |
$8.02K - $8.81K
|
18.4K
$1.86M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
23+ 0.78% |
$7.69K - $8.44K
|
2.96K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
23+ 5.11% |
$7.69K - $8.44K
|
473
$47.8K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 12.99% |
$7.69K - $8.44K
|
200
$20.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
15+ 0.33% |
$5.02K - $5.51K
|
4.54K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 18.07% |
$5.02K - $5.51K
|
98
$9.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.81% |
$2.34K - $2.57K
|
869
$87.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3+ 0.24% |
$1K - $1.1K
|
1.26K
$127K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 5.0% |
$1K - $1.1K
|
63
$6.36K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2New |
$669 - $734
|
2
$202
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$669 - $734
|
2
$202
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$334 - $367
|
1.08K
$109K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1+ 0.05% |
$334 - $367
|
2.1K
$213K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3- 0.4% |
$1K - $1.1K
|
747
$75.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.39% |
$1K - $1.1K
|
768
$77.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.06% |
$1.34K - $1.47K
|
6.37K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4- 0.2% |
$1.34K - $1.47K
|
2.03K
$205K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5- 0.51% |
$1.67K - $1.84K
|
969
$97.9K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7- 0.4% |
$2.34K - $2.57K
|
1.74K
$176K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-8- 1.29% |
$2.67K - $2.94K
|
611
$61.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 47.37% |
$3.01K - $3.3K
|
10
$1.01K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-9- 0.97% |
$3.01K - $3.3K
|
923
$93.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9- 0.93% |
$3.01K - $3.3K
|
955
$96.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 0.93% |
$3.01K - $3.3K
|
955
$96.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 18.52% |
$3.34K - $3.67K
|
44
$4.44K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-10- 1.44% |
$3.34K - $3.67K
|
683
$69K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10- 0.99% |
$3.34K - $3.67K
|
1K
$101K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-10- 0.44% |
$3.34K - $3.67K
|
2.25K
$227K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.42% |
$3.34K - $3.67K
|
2.39K
$241K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11- 0.72% |
$3.68K - $4.04K
|
1.52K
$153K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-13- 1.94% |
$4.35K - $4.77K
|
656
$66.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.74% |
$5.02K - $5.51K
|
2.02K
$204K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16- 0.92% |
$5.35K - $5.87K
|
1.73K
$175K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 7.46% |
$6.69K - $7.34K
|
248
$25.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.49% |
$6.69K - $7.34K
|
4.03K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-21- 2.56% |
$7.02K - $7.71K
|
799
$80.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-22- 0.46% |
$7.36K - $8.07K
|
4.73K
$478K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-22- 3.31% |
$7.36K - $8.07K
|
643
$64.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-23- 3.37% |
$7.69K - $8.44K
|
660
$66.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-25- 3.55% |
$8.36K - $9.18K
|
680
$68.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 66.0% |
$11K - $12.1K
|
17
$1.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-33- 4.63% |
$11K - $12.1K
|
679
$68.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-34- 0.52% |
$11.4K - $12.5K
|
6.47K
$654K
|