Purchases and Sales Made in Q4 2021 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.71KNew |
$1.04M - $1.21M
|
2.71K
$274K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
2.65K+ 12.18% |
$1.02M - $1.18M
|
24.4K
$2.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
2.56K+ 84.4% |
$984K - $1.14M
|
5.59K
$565K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.52K+ 4337.93% |
$967K - $1.12M
|
2.57K
$260K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
2.38K+ 2.6% |
$916K - $1.06M
|
94K
$9.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.37KNew |
$912K - $1.06M
|
2.37K
$240K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.32KNew |
$894K - $1.04M
|
2.32K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$876K - $1.02M
|
2.28K
$230K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$863K - $1M
|
2.25K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.22K+ 3.62% |
$855K - $993K
|
63.6K
$6.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.16K+ 320.62% |
$831K - $965K
|
2.84K
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2K+ 11.08% |
$769K - $893K
|
20.1K
$2.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$758K - $880K
|
1.97K
$199K
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.88KNew |
$724K - $840K
|
1.88K
$190K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.81K+ 82.05% |
$694K - $806K
|
4.01K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.73K+ 5.81% |
$666K - $774K
|
31.6K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.66K+ 2.69% |
$637K - $740K
|
63.2K
$6.38M
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
1.6KNew |
$615K - $714K
|
1.6K
$162K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
1.58KNew |
$606K - $703K
|
1.58K
$159K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.47K+ 4.5% |
$563K - $654K
|
34K
$3.44M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.31KNew |
$502K - $583K
|
1.31K
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.28K+ 172.84% |
$492K - $571K
|
2.02K
$204K
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.28KNew |
$491K - $570K
|
1.28K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.27KNew |
$488K - $567K
|
1.27K
$128K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$461K - $535K
|
1.2K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
1.19KNew |
$456K - $530K
|
1.19K
$120K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
1.17KNew |
$450K - $523K
|
1.17K
$118K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04KNew |
$399K - $463K
|
1.04K
$105K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.02KNew |
$393K - $456K
|
1.02K
$103K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 12.28% |
$391K - $454K
|
9.29K
$938K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
983New |
$378K - $439K
|
983
$99.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
973+ 5.39% |
$374K - $434K
|
19K
$1.92M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
943New |
$363K - $421K
|
943
$95.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
936+ 24.39% |
$360K - $418K
|
4.77K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
931+ 12.84% |
$358K - $416K
|
8.18K
$826K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
888+ 6.57% |
$341K - $397K
|
14.4K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
882+ 5.07% |
$339K - $394K
|
18.3K
$1.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
876New |
$337K - $391K
|
876
$88.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
843+ 84.13% |
$324K - $376K
|
1.85K
$186K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
842New |
$324K - $376K
|
842
$85.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
823New |
$316K - $367K
|
823
$83.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
741+ 12.24% |
$285K - $331K
|
6.79K
$686K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
725New |
$279K - $324K
|
725
$73.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
695New |
$267K - $310K
|
695
$70.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
675+ 3.28% |
$260K - $301K
|
21.2K
$2.14M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
648New |
$249K - $289K
|
648
$65.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
BUY
|
- |
617New |
$237K - $276K
|
617
$62.3K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
603New |
$232K - $269K
|
603
$60.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
600+ 22.58% |
$231K - $268K
|
3.26K
$329K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
584New |
$225K - $261K
|
584
$59K
|