Purchases and Sales Made in Q4 2023 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q4 2023. 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 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.39K+ 644.85% |
$1.44M - $1.79M
|
5.07K
$512K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.32KNew |
$1.42M - $1.77M
|
4.32K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
4KNew |
$1.32M - $1.64M
|
4K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.93KNew |
$1.29M - $1.6M
|
3.93K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.71K+ 8.42% |
$1.22M - $1.51M
|
47.7K
$4.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.7K+ 80.68% |
$1.22M - $1.51M
|
8.28K
$836K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.61K+ 1165.16% |
$1.19M - $1.48M
|
3.92K
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.51K+ 10.08% |
$1.16M - $1.43M
|
38.3K
$3.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.51K+ 158.21% |
$1.15M - $1.43M
|
5.72K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.35K+ 468.25% |
$1.1M - $1.37M
|
4.06K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.15KNew |
$1.04M - $1.29M
|
3.15K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3KNew |
$986K - $1.22M
|
3K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.92KNew |
$961K - $1.19M
|
2.92K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.9K+ 17.09% |
$955K - $1.19M
|
19.9K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.87KNew |
$946K - $1.17M
|
2.87K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.86K+ 14.13% |
$940K - $1.17M
|
23.1K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.79K+ 66.27% |
$918K - $1.14M
|
7K
$707K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.62K+ 338.89% |
$863K - $1.07M
|
3.4K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.62KNew |
$861K - $1.07M
|
2.62K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.56KNew |
$843K - $1.05M
|
2.56K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.51K+ 14.56% |
$827K - $1.03M
|
19.8K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.36KNew |
$778K - $966K
|
2.36K
$239K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.19KNew |
$721K - $895K
|
2.19K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$711K - $883K
|
2.16K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.09KNew |
$689K - $856K
|
2.09K
$211K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.06KNew |
$677K - $840K
|
2.06K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.05K+ 567.13% |
$676K - $839K
|
2.42K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.98K+ 18.05% |
$650K - $808K
|
12.9K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.92KNew |
$632K - $785K
|
1.92K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.87KNew |
$615K - $764K
|
1.87K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.83K+ 1830.0% |
$602K - $748K
|
1.93K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 19.78% |
$591K - $734K
|
10.9K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 9.12% |
$577K - $717K
|
21K
$2.12M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.74KNew |
$573K - $712K
|
1.74K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.73KNew |
$570K - $708K
|
1.73K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.7KNew |
$560K - $695K
|
1.7K
$172K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.68K+ 15.53% |
$552K - $686K
|
12.5K
$1.26M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.61K+ 55.95% |
$531K - $659K
|
4.5K
$454K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 161.92% |
$528K - $655K
|
2.59K
$262K
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.58KNew |
$521K - $647K
|
1.58K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.56KNew |
$513K - $636K
|
1.56K
$157K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.51KNew |
$498K - $618K
|
1.51K
$153K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.48K+ 103.2% |
$488K - $606K
|
2.92K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.47K+ 2.16% |
$483K - $599K
|
69.4K
$7.01M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$462K - $574K
|
1.4K
$142K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.4K+ 70.2% |
$461K - $572K
|
3.39K
$343K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.33KNew |
$437K - $543K
|
1.33K
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32K+ 21.19% |
$436K - $541K
|
7.57K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.3KNew |
$428K - $531K
|
1.3K
$131K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.11K+ 3683.33% |
$364K - $452K
|
1.14K
$115K
|