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 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
259New |
$12.5K - $71.2K
|
259
$26.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
251+ 4.95% |
$12.2K - $69K
|
5.32K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
240+ 10.42% |
$11.6K - $66K
|
2.54K
$257K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
229+ 4.39% |
$11.1K - $63K
|
5.44K
$550K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
226New |
$10.9K - $62.1K
|
226
$22.8K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
196+ 5.22% |
$9.49K - $53.9K
|
3.95K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
181New |
$8.76K - $49.8K
|
181
$18.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
178+ 16.08% |
$8.62K - $48.9K
|
1.29K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
174+ 1740.0% |
$8.42K - $47.8K
|
184
$18.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
170New |
$8.23K - $46.7K
|
170
$17.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
169+ 20.51% |
$8.18K - $46.5K
|
993
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
150New |
$7.26K - $41.2K
|
150
$15.2K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
130New |
$6.29K - $35.7K
|
130
$13.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
130New |
$6.29K - $35.7K
|
130
$13.1K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 117.65% |
$4.84K - $27.5K
|
185
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
99New |
$4.79K - $27.2K
|
99
$10K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
91New |
$4.41K - $25K
|
91
$9.19K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
83New |
$4.02K - $22.8K
|
83
$8.38K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
78New |
$3.78K - $21.4K
|
78
$7.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
66+ 1.94% |
$3.2K - $18.1K
|
3.47K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
64+ 0.38% |
$3.1K - $17.6K
|
16.7K
$1.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
52+ 34.21% |
$2.52K - $14.3K
|
204
$20.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.02% |
$2.42K - $13.7K
|
2.53K
$255K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
50+ 67.57% |
$2.42K - $13.7K
|
124
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$2.42K - $13.7K
|
50
$5.05K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
50New |
$2.42K - $13.7K
|
50
$5.05K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
47+ 60.26% |
$2.28K - $12.9K
|
125
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
43+ 215.0% |
$2.08K - $11.8K
|
63
$6.36K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.65K - $9.35K
|
34
$3.43K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
32+ 1.16% |
$1.55K - $8.8K
|
2.8K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30New |
$1.45K - $8.25K
|
30
$3.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
28New |
$1.36K - $7.7K
|
28
$2.83K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
27+ 20.93% |
$1.31K - $7.42K
|
156
$15.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
27New |
$1.31K - $7.42K
|
27
$2.73K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
25New |
$1.21K - $6.87K
|
25
$2.53K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.8% |
$1.21K - $6.87K
|
3.14K
$317K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
24New |
$1.16K - $6.6K
|
24
$2.42K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
24+ 0.38% |
$1.16K - $6.6K
|
6.32K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 2.42% |
$968 - $5.5K
|
845
$85.4K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 0.41% |
$581 - $3.3K
|
2.96K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 0.97% |
$581 - $3.3K
|
1.25K
$126K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
10New |
$484 - $2.75K
|
10
$1.01K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10New |
$484 - $2.75K
|
10
$1.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10New |
$484 - $2.75K
|
10
$1.01K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6+ 0.26% |
$290 - $1.65K
|
2.34K
$236K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
4+ 0.25% |
$194 - $1.1K
|
1.62K
$164K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.18% |
$145 - $825
|
1.71K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
2+ 3.57% |
$96.8 - $550
|
58
$5.86K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.36% |
$96.8 - $550
|
561
$56.7K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1New |
$48.4 - $275
|
1
$101
|