Purchases and Sales Made in Q4 2022 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q4 2022. 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 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.88K+ 11.34% |
$90.8K - $515K
|
18.4K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Breakline Capital LLC
New York, NY |
BUY
|
- |
1.77K+ 11.25% |
$85.4K - $485K
|
17.5K
$1.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.66K+ 63.87% |
$80.1K - $455K
|
4.25K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.64KNew |
$79.2K - $450K
|
1.64K
$165K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.63K+ 123.78% |
$78.9K - $448K
|
2.95K
$297K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.6K+ 5.03% |
$77.6K - $441K
|
33.5K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$77.5K - $440K
|
1.6K
$162K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 247.63% |
$75.8K - $430K
|
2.2K
$222K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 10.21% |
$73.6K - $418K
|
16.4K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.47K+ 42.65% |
$71.2K - $404K
|
4.92K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.47K+ 4.57% |
$71K - $403K
|
33.6K
$3.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.43KNew |
$69K - $392K
|
1.43K
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 34.83% |
$64.2K - $365K
|
5.14K
$519K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.26KNew |
$61.1K - $347K
|
1.26K
$127K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.23KNew |
$59.6K - $338K
|
1.23K
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.03KNew |
$50K - $284K
|
1.03K
$104K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
1.03KNew |
$49.8K - $283K
|
1.03K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.02K+ 95.14% |
$49.2K - $280K
|
2.09K
$211K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.01KNew |
$48.9K - $278K
|
1.01K
$102K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$48.8K - $277K
|
1.01K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
986+ 60.16% |
$47.7K - $271K
|
2.63K
$265K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
950+ 95.0% |
$46K - $261K
|
1.95K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
930New |
$45K - $256K
|
930
$93.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
920New |
$44.5K - $253K
|
920
$92.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
907New |
$43.9K - $249K
|
907
$91.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
889New |
$43K - $244K
|
889
$89.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
881New |
$42.6K - $242K
|
881
$89K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
863New |
$41.8K - $237K
|
863
$87.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
835New |
$40.4K - $230K
|
835
$84.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
830+ 4.95% |
$40.2K - $228K
|
17.6K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
816New |
$39.5K - $224K
|
816
$82.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
809+ 4.89% |
$39.2K - $222K
|
17.3K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
778+ 733.96% |
$37.7K - $214K
|
884
$89.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
700+ 28.57% |
$33.9K - $192K
|
3.15K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
698+ 41.62% |
$33.8K - $192K
|
2.38K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
651+ 3.55% |
$31.5K - $179K
|
19K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
571New |
$27.6K - $157K
|
571
$57.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
567+ 4.06% |
$27.4K - $156K
|
14.5K
$1.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
529+ 3.72% |
$25.6K - $145K
|
14.7K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
495New |
$24K - $136K
|
495
$50K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
493+ 28.41% |
$23.9K - $136K
|
2.23K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
446New |
$21.6K - $123K
|
446
$45.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
436+ 47.39% |
$21.1K - $120K
|
1.36K
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
428+ 1.87% |
$20.7K - $118K
|
23.3K
$2.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
384+ 6.16% |
$18.6K - $106K
|
6.61K
$668K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
365+ 25.54% |
$17.7K - $100K
|
1.79K
$181K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
347+ 27.24% |
$16.8K - $95.4K
|
1.62K
$164K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
344New |
$16.7K - $94.6K
|
344
$34.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
296+ 21.28% |
$14.3K - $81.4K
|
1.69K
$170K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
264New |
$12.8K - $72.6K
|
264
$26.7K
|