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
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-186- 1.24% |
$9K - $51.1K
|
14.8K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-188- 9.13% |
$9.1K - $51.7K
|
1.87K
$189K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-191- 7.98% |
$9.25K - $52.5K
|
2.2K
$222K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-225- 2.59% |
$10.9K - $61.9K
|
8.48K
$856K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-230- 0.75% |
$11.1K - $63.2K
|
30.5K
$3.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-250- 79.62% |
$12.1K - $68.7K
|
64
$6.46K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-268- 3.56% |
$13K - $73.7K
|
7.26K
$733K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-295- 1.27% |
$14.3K - $81.1K
|
22.9K
$2.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-305- 12.58% |
$14.8K - $83.8K
|
2.12K
$214K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-305- 0.26% |
$14.8K - $83.8K
|
116K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-321- 4.1% |
$15.5K - $88.2K
|
7.51K
$759K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-325- 9.14% |
$15.7K - $89.3K
|
3.23K
$326K
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-329- 2.4% |
$15.9K - $90.4K
|
13.4K
$1.35M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-366- 7.57% |
$17.7K - $101K
|
4.47K
$452K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-368- 13.18% |
$17.8K - $101K
|
2.42K
$245K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-375- 7.57% |
$18.2K - $103K
|
4.58K
$463K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-376- 5.38% |
$18.2K - $103K
|
6.61K
$667K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-430- 15.11% |
$20.8K - $118K
|
2.42K
$244K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-438- 1.51% |
$21.2K - $120K
|
28.5K
$2.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-442- 11.73% |
$21.4K - $122K
|
3.33K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-443- 5.56% |
$21.4K - $122K
|
7.53K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-459- 19.97% |
$22.2K - $126K
|
1.84K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-463- 1.59% |
$22.4K - $127K
|
28.6K
$2.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-487- 7.88% |
$23.6K - $134K
|
5.7K
$575K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
SELL
|
- |
-511- 9.42% |
$24.7K - $140K
|
4.92K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-526- 2.36% |
$25.5K - $145K
|
21.8K
$2.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-557- 13.54% |
$27K - $153K
|
3.56K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-579- 9.3% |
$28K - $159K
|
5.65K
$570K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-580- 31.35% |
$28.1K - $159K
|
1.27K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-740- 10.15% |
$35.8K - $203K
|
6.55K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-773- 19.33% |
$37.4K - $213K
|
3.23K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-784- 36.91% |
$38K - $216K
|
1.34K
$135K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-813- 38.59% |
$39.4K - $224K
|
1.29K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-822- 4.54% |
$39.8K - $226K
|
17.3K
$1.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-916- 51.2% |
$44.3K - $252K
|
873
$88.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-935- 28.83% |
$45.3K - $257K
|
2.31K
$233K
|
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-1K- 33.33% |
$48.4K - $275K
|
2K
$202K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.23K- 10.1% |
$59.7K - $339K
|
11K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-1.27K- 23.32% |
$61.7K - $350K
|
4.19K
$423K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.3K- 10.93% |
$62.9K - $357K
|
10.6K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.36K- 6.76% |
$66K - $375K
|
18.8K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.37K- 49.1% |
$66.4K - $377K
|
1.42K
$144K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-1.49K- 1.47% |
$72K - $409K
|
99.5K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.51K- 5.37% |
$72.9K - $414K
|
26.5K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.51K- 55.41% |
$73.1K - $415K
|
1.22K
$123K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.67K- 7.32% |
$80.7K - $459K
|
21.1K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.7K- 46.0% |
$82.5K - $468K
|
2K
$202K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.98K- 99.85% |
$95.8K - $544K
|
3
$303
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.06K- 6.43% |
$99.7K - $566K
|
30K
$3.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.19K- 40.02% |
$106K - $603K
|
3.29K
$332K
|