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 |
---|---|---|---|---|---|---|---|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
74New |
$28.5K - $33K
|
74
$7.47K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
72+ 5.63% |
$27.7K - $32.1K
|
1.35K
$136K
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
69+ 2.17% |
$26.5K - $30.8K
|
3.26K
$329K
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
63+ 3.31% |
$24.2K - $28.1K
|
1.97K
$199K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
56New |
$21.5K - $25K
|
56
$5.66K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
53New |
$20.4K - $23.7K
|
53
$5.35K
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
50+ 6.25% |
$19.2K - $22.3K
|
850
$85.9K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50New |
$19.2K - $22.3K
|
50
$5.05K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50New |
$19.2K - $22.3K
|
50
$5.05K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50+ 102.04% |
$19.2K - $22.3K
|
99
$10K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47+ 3.58% |
$18.1K - $21K
|
1.36K
$137K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
47New |
$18.1K - $21K
|
47
$4.75K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
44+ 7.19% |
$16.9K - $19.6K
|
656
$66.3K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 52.63% |
$15.4K - $17.9K
|
116
$11.7K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38+ 1.15% |
$14.6K - $17K
|
3.36K
$339K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 4.77% |
$14.2K - $16.5K
|
812
$82K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$13.5K - $15.6K
|
35
$3.54K
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
33+ 0.11% |
$12.7K - $14.7K
|
30.2K
$3.05M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
31+ 1.92% |
$11.9K - $13.8K
|
1.65K
$166K
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
30New |
$11.5K - $13.4K
|
30
$3.03K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
29+ 2.09% |
$11.2K - $12.9K
|
1.42K
$143K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
28+ 0.13% |
$10.8K - $12.5K
|
21K
$2.12M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
28+ 40.58% |
$10.8K - $12.5K
|
97
$9.8K
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
24+ 6.11% |
$9.23K - $10.7K
|
417
$42.1K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24New |
$9.23K - $10.7K
|
24
$2.42K
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
21New |
$8.07K - $9.38K
|
21
$2.12K
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 50.0% |
$7.69K - $8.93K
|
60
$6.06K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 3.83% |
$7.69K - $8.93K
|
542
$54.7K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
18New |
$6.92K - $8.04K
|
18
$1.82K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
18New |
$6.92K - $8.04K
|
18
$1.82K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.12% |
$6.15K - $7.14K
|
13.1K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
9+ 13.24% |
$3.46K - $4.02K
|
77
$7.78K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
9New |
$3.46K - $4.02K
|
9
$909
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.41% |
$3.46K - $4.02K
|
2.2K
$222K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 0.93% |
$2.69K - $3.13K
|
757
$76.5K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 0.31% |
$2.31K - $2.68K
|
1.97K
$199K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5+ 0.72% |
$1.92K - $2.23K
|
695
$70.2K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.48% |
$1.92K - $2.23K
|
1.04K
$105K
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.06% |
$1.92K - $2.23K
|
8.98K
$907K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
5+ 0.95% |
$1.92K - $2.23K
|
530
$53.5K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 3.47% |
$1.92K - $2.23K
|
149
$15.1K
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.14% |
$385 - $447
|
696
$70.3K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.02% |
$385 - $447
|
4.23K
$427K
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2- 0.13% |
$769 - $893
|
1.55K
$157K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 1.4% |
$769 - $893
|
141
$14.2K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.03% |
$769 - $893
|
5.79K
$585K
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2- 0.34% |
$769 - $893
|
583
$58.9K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2- 0.27% |
$769 - $893
|
726
$73.3K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-4- 14.29% |
$1.54K - $1.79K
|
24
$2.42K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4- 1.59% |
$1.54K - $1.79K
|
248
$25.1K
|