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 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-130- 2.37% |
$50K - $58K
|
5.36K
$541K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-135- 2.53% |
$51.9K - $60.3K
|
5.2K
$525K
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-137Closed |
$52.7K - $61.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-139- 12.12% |
$53.4K - $62.1K
|
1.01K
$102K
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-140- 1.03% |
$53.8K - $62.5K
|
13.5K
$1.36M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-140- 4.39% |
$53.8K - $62.5K
|
3.05K
$308K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-147- 16.19% |
$56.5K - $65.6K
|
761
$76.9K
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-162- 4.18% |
$62.3K - $72.3K
|
3.71K
$375K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-168- 5.08% |
$64.6K - $75K
|
3.14K
$317K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-176- 2.95% |
$67.7K - $78.6K
|
5.78K
$584K
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-180- 11.98% |
$69.2K - $80.4K
|
1.32K
$134K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-199- 0.97% |
$76.5K - $88.9K
|
20.3K
$2.05M
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-200- 1.09% |
$76.9K - $89.3K
|
18.1K
$1.83M
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-208- 3.21% |
$80K - $92.9K
|
6.27K
$633K
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-256- 8.9% |
$98.4K - $114K
|
2.62K
$265K
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
SELL
|
- |
-281- 6.64% |
$108K - $125K
|
3.95K
$399K
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-287Closed |
$110K - $128K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-323- 2.12% |
$124K - $144K
|
14.9K
$1.51M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-336Closed |
$129K - $150K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-375Closed |
$144K - $167K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-388- 23.47% |
$149K - $173K
|
1.27K
$128K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-397- 35.57% |
$153K - $177K
|
719
$72.6K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-399Closed |
$153K - $178K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-461Closed |
$177K - $206K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-500Closed |
$192K - $223K
|
0
$0
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-503- 32.16% |
$193K - $225K
|
1.06K
$107K
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-503- 32.16% |
$193K - $225K
|
1.06K
$107K
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-515Closed |
$198K - $230K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-527- 88.13% |
$203K - $235K
|
71
$7.17K
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-538Closed |
$207K - $240K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-540Closed |
$208K - $241K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-546- 17.93% |
$210K - $244K
|
2.5K
$252K
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-565- 0.75% |
$217K - $252K
|
74.9K
$7.57M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-597- 1.51% |
$230K - $267K
|
38.9K
$3.93M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-603Closed |
$232K - $269K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-603- 19.87% |
$232K - $269K
|
2.43K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-650- 1.33% |
$250K - $290K
|
48.3K
$4.87M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-662- 1.52% |
$255K - $296K
|
43K
$4.34M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-681Closed |
$262K - $304K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-692Closed |
$266K - $309K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-694- 1.77% |
$267K - $310K
|
38.4K
$3.88M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-700- 70.0% |
$269K - $313K
|
300
$30.3K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-740- 9.28% |
$285K - $330K
|
7.23K
$731K
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-760- 21.18% |
$292K - $339K
|
2.83K
$286K
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-773Closed |
$297K - $345K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-774- 5.64% |
$298K - $346K
|
13K
$1.31M
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-792- 9.96% |
$305K - $354K
|
7.16K
$723K
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-817Closed |
$314K - $365K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-876Closed |
$337K - $391K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-903- 5.79% |
$347K - $403K
|
14.7K
$1.48M
|