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 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-700- 1.52% |
$234K - $257K
|
45.4K
$4.58M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-742- 3.53% |
$248K - $272K
|
20.3K
$2.05M
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-742- 0.94% |
$248K - $272K
|
78.6K
$7.94M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-759- 6.9% |
$254K - $279K
|
10.2K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-791- 1.77% |
$264K - $290K
|
44K
$4.45M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-818- 15.5% |
$273K - $300K
|
4.46K
$450K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-865- 12.3% |
$289K - $317K
|
6.17K
$623K
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-897- 59.56% |
$300K - $329K
|
609
$61.5K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-990- 56.25% |
$331K - $363K
|
770
$77.8K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.17K- 10.68% |
$392K - $431K
|
9.81K
$991K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 5.39% |
$424K - $465K
|
22.3K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1.31K- 32.19% |
$439K - $482K
|
2.77K
$280K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.37K- 4.83% |
$458K - $503K
|
27K
$2.73M
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.44K- 9.59% |
$483K - $530K
|
13.6K
$1.38M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 27.54% |
$552K - $606K
|
4.34K
$439K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 74.23% |
$624K - $685K
|
648
$65.5K
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.93K- 71.93% |
$645K - $708K
|
753
$76.1K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2K- 32.21% |
$669K - $734K
|
4.21K
$425K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.06K- 50.8% |
$688K - $755K
|
1.99K
$201K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.27K- 9.13% |
$759K - $833K
|
22.6K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.34K- 14.83% |
$781K - $857K
|
13.4K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-2.36K- 46.95% |
$787K - $864K
|
2.66K
$269K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.84K- 74.35% |
$950K - $1.04M
|
980
$99K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.44K- 60.79% |
$1.15M - $1.26M
|
2.22K
$224K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.45K- 70.63% |
$1.15M - $1.27M
|
1.44K
$145K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-3.5K- 57.38% |
$1.17M - $1.28M
|
2.6K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.16K- 82.25% |
$1.39M - $1.53M
|
897
$90.6K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.32K- 4.91% |
$1.44M - $1.59M
|
83.7K
$8.46M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 85.22% |
$1.49M - $1.63M
|
771
$77.9K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.18K- 64.34% |
$1.73M - $1.9M
|
2.87K
$290K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9K- 93.36% |
$3.01M - $3.3M
|
640
$64.6K
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-9.02K- 23.71% |
$3.02M - $3.31M
|
29K
$2.93M
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-12K- 39.45% |
$4.03M - $4.42M
|
18.5K
$1.87M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.6K- 86.07% |
$4.54M - $4.99M
|
2.2K
$222K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.5K- 2.42% |
$4.86M - $5.34M
|
586K
$59.1M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.6K- 12.6% |
$6.23M - $6.84M
|
129K
$13.1M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.2K- 96.42% |
$6.43M - $7.06M
|
715
$72.2K
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-19.5K- 31.78% |
$6.53M - $7.17M
|
41.9K
$4.23M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-28.6K- 79.44% |
$9.56M - $10.5M
|
7.4K
$747K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.2K- 31.95% |
$14.8M - $16.2M
|
94.2K
$9.52M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-45.7K- 12.59% |
$15.3M - $16.8M
|
317K
$32M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-87.8K- 2.71% |
$29.4M - $32.2M
|
3.15M
$319M
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100K- 12.98% |
$33.4M - $36.7M
|
670K
$67.7M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-147K- 9.5% |
$49.1M - $53.9M
|
1.4M
$141M
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-292K- 96.59% |
$97.5M - $107M
|
10.3K
$1.04M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-480K- 99.85% |
$161M - $176M
|
698
$70.5K
|