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 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-35- 1.65% |
$11.7K - $12.8K
|
2.08K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-43- 2.15% |
$14.4K - $15.8K
|
1.96K
$198K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-45- 1.9% |
$15K - $16.5K
|
2.33K
$235K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-51- 0.33% |
$17.1K - $18.7K
|
15.4K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-52- 5.24% |
$17.4K - $19.1K
|
941
$95.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-53- 48.62% |
$17.7K - $19.5K
|
56
$5.66K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-60- 33.33% |
$20.1K - $22K
|
120
$12.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-78- 4.4% |
$26.1K - $28.6K
|
1.7K
$171K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-78- 2.24% |
$26.1K - $28.6K
|
3.4K
$343K
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-79- 10.7% |
$26.4K - $29K
|
659
$66.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-85- 28.81% |
$28.4K - $31.2K
|
210
$21.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-85- 0.49% |
$28.4K - $31.2K
|
17.3K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-93- 3.3% |
$31.1K - $34.1K
|
2.73K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100- 5.09% |
$33.4K - $36.7K
|
1.86K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-110- 7.34% |
$36.8K - $40.4K
|
1.39K
$140K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-110- 5.93% |
$36.8K - $40.4K
|
1.75K
$176K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-120- 6.62% |
$40.1K - $44K
|
1.69K
$171K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-160- 7.71% |
$53.5K - $58.7K
|
1.91K
$193K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-162- 11.39% |
$54.2K - $59.5K
|
1.26K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-171- 2.21% |
$57.2K - $62.8K
|
7.58K
$765K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 10.4% |
$63.9K - $70.1K
|
1.65K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 10.4% |
$63.9K - $70.1K
|
1.65K
$166K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-214- 8.72% |
$71.6K - $78.5K
|
2.24K
$226K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-216- 8.12% |
$72.2K - $79.3K
|
2.44K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-222- 3.21% |
$74.2K - $81.5K
|
6.7K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-225- 1.48% |
$75.2K - $82.6K
|
14.9K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-233- 1.06% |
$77.9K - $85.5K
|
21.8K
$2.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-238- 2.67% |
$79.6K - $87.3K
|
8.68K
$876K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-248- 7.5% |
$82.9K - $91K
|
3.06K
$309K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-250- 23.81% |
$83.6K - $91.8K
|
800
$80.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-250- 23.81% |
$83.6K - $91.8K
|
800
$80.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-279- 11.17% |
$93.3K - $102K
|
2.22K
$224K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-280- 4.52% |
$93.6K - $103K
|
5.91K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-303- 13.22% |
$101K - $111K
|
1.99K
$201K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-309- 9.74% |
$103K - $113K
|
2.86K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-325- 10.7% |
$109K - $119K
|
2.71K
$274K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-326- 3.68% |
$109K - $120K
|
8.52K
$861K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-339- 16.77% |
$113K - $124K
|
1.68K
$170K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-361- 1.75% |
$121K - $132K
|
20.2K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-368- 57.68% |
$123K - $135K
|
270
$27.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-371- 27.02% |
$124K - $136K
|
1K
$101K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-398- 1.56% |
$133K - $146K
|
25K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-402- 15.37% |
$134K - $148K
|
2.21K
$224K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-440- 6.86% |
$147K - $161K
|
5.97K
$603K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-451- 7.7% |
$151K - $166K
|
5.41K
$546K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-463- 5.9% |
$155K - $170K
|
7.39K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-484- 15.88% |
$162K - $178K
|
2.56K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-509- 1.62% |
$170K - $187K
|
30.9K
$3.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-520- 1.83% |
$174K - $191K
|
27.9K
$2.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-698- 5.06% |
$233K - $256K
|
13.1K
$1.32M
|