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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-5- 0.1% |
$1.92K - $2.23K
|
5.17K
$522K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6- 0.29% |
$2.31K - $2.68K
|
2.03K
$205K
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-7- 0.2% |
$2.69K - $3.13K
|
3.43K
$346K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12- 37.5% |
$4.61K - $5.36K
|
20
$2.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.29% |
$4.61K - $5.36K
|
4.09K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-12- 2.17% |
$4.61K - $5.36K
|
540
$54.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-12- 0.29% |
$4.61K - $5.36K
|
4.09K
$413K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-14- 24.14% |
$5.38K - $6.25K
|
44
$4.44K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
SELL
|
- |
-15- 1.19% |
$5.77K - $6.7K
|
1.24K
$126K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15Closed |
$5.77K - $6.7K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16- 50.0% |
$6.15K - $7.14K
|
16
$1.62K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23- 0.38% |
$8.84K - $10.3K
|
6.03K
$609K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-25- 0.92% |
$9.61K - $11.2K
|
2.71K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-28- 2.73% |
$10.8K - $12.5K
|
996
$101K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-32- 2.41% |
$12.3K - $14.3K
|
1.3K
$131K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-33- 3.03% |
$12.7K - $14.7K
|
1.06K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-35Closed |
$13.5K - $15.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-35Closed |
$13.5K - $15.6K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-36- 3.41% |
$13.8K - $16.1K
|
1.02K
$103K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-37- 78.72% |
$14.2K - $16.5K
|
10
$1.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-37- 3.7% |
$14.2K - $16.5K
|
963
$97.3K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-39Closed |
$15K - $17.4K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 47.62% |
$15.4K - $17.9K
|
44
$4.44K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-40- 4.35% |
$15.4K - $17.9K
|
880
$88.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44- 3.36% |
$16.9K - $19.6K
|
1.27K
$128K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-48- 3.37% |
$18.5K - $21.4K
|
1.38K
$139K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-54- 3.08% |
$20.8K - $24.1K
|
1.7K
$171K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-58Closed |
$22.3K - $25.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-60- 2.47% |
$23.1K - $26.8K
|
2.37K
$239K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-68- 6.26% |
$26.1K - $30.4K
|
1.02K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-70- 11.65% |
$26.9K - $31.3K
|
531
$53.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-75- 11.33% |
$28.8K - $33.5K
|
587
$59.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-75Closed |
$28.8K - $33.5K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-79- 1.45% |
$30.4K - $35.3K
|
5.37K
$542K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-83- 8.34% |
$31.9K - $37.1K
|
912
$92.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-88- 1.3% |
$33.8K - $39.3K
|
6.69K
$676K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-90- 3.29% |
$34.6K - $40.2K
|
2.64K
$267K
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-90- 22.9% |
$34.6K - $40.2K
|
303
$30.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-90- 6.45% |
$34.6K - $40.2K
|
1.31K
$132K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-94- 2.9% |
$36.1K - $42K
|
3.15K
$318K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-95- 7.3% |
$36.5K - $42.4K
|
1.21K
$122K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-96- 2.21% |
$36.9K - $42.9K
|
4.24K
$429K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-99- 0.85% |
$38.1K - $44.2K
|
11.5K
$1.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 0.77% |
$38.5K - $44.7K
|
12.9K
$1.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-100- 50.0% |
$38.5K - $44.7K
|
100
$10.1K
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-108- 1.48% |
$41.5K - $48.2K
|
7.17K
$724K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-112- 91.06% |
$43.1K - $50K
|
11
$1.11K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 1.92% |
$44.2K - $51.3K
|
5.88K
$594K
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-119- 6.92% |
$45.8K - $53.1K
|
1.6K
$162K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-122- 18.54% |
$46.9K - $54.5K
|
536
$54.1K
|