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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
495New |
$163K - $202K
|
495
$50K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
495New |
$163K - $202K
|
495
$50K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
495New |
$163K - $202K
|
495
$50K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
493+ 74.7% |
$162K - $202K
|
1.15K
$116K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
488+ 7.67% |
$161K - $199K
|
6.85K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
466New |
$153K - $190K
|
466
$47.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
399+ 7.2% |
$131K - $163K
|
5.94K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
388+ 194.97% |
$128K - $159K
|
587
$59.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
379New |
$125K - $155K
|
379
$38.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
379New |
$125K - $155K
|
379
$38.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
372New |
$122K - $152K
|
372
$37.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
365+ 17.09% |
$120K - $149K
|
2.5K
$253K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
338+ 10.88% |
$111K - $138K
|
3.45K
$348K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
336New |
$111K - $137K
|
336
$33.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
334+ 463.89% |
$110K - $137K
|
406
$41K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
323+ 1.48% |
$106K - $132K
|
22.2K
$2.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
305+ 17.22% |
$100K - $125K
|
2.08K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
290+ 9.82% |
$95.5K - $119K
|
3.24K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
279+ 42.34% |
$91.8K - $114K
|
938
$94.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
279+ 4.72% |
$91.8K - $114K
|
6.19K
$625K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
273+ 1.5% |
$89.9K - $112K
|
18.5K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
261+ 105.24% |
$85.9K - $107K
|
509
$51.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
259+ 38.95% |
$85.3K - $106K
|
924
$93.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
253New |
$83.3K - $103K
|
253
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
245+ 31.82% |
$80.7K - $100K
|
1.02K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
240New |
$79K - $98.1K
|
240
$24.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
240+ 3.86% |
$79K - $98.1K
|
6.46K
$652K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
225+ 107.14% |
$74.1K - $92K
|
435
$43.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
220+ 16.96% |
$72.4K - $89.9K
|
1.52K
$153K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
183+ 0.99% |
$60.2K - $74.8K
|
18.6K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
171+ 0.22% |
$56.3K - $69.9K
|
78.8K
$7.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
155+ 25.0% |
$51K - $63.4K
|
775
$78.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
140+ 25.88% |
$46.1K - $57.2K
|
681
$68.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
135+ 7.24% |
$44.4K - $55.2K
|
2K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
134+ 446.67% |
$44.1K - $54.8K
|
164
$16.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
124+ 4.33% |
$40.8K - $50.7K
|
2.99K
$302K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
113+ 6.48% |
$37.2K - $46.2K
|
1.86K
$187K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
104+ 5.3% |
$34.2K - $42.5K
|
2.07K
$209K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
103+ 2.49% |
$33.9K - $42.1K
|
4.24K
$428K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
88New |
$29K - $36K
|
88
$8.89K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
86New |
$28.3K - $35.2K
|
86
$8.69K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
85+ 8.28% |
$28K - $34.7K
|
1.11K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
85+ 32.08% |
$28K - $34.7K
|
350
$35.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
83+ 1.83% |
$27.3K - $33.9K
|
4.62K
$467K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
81+ 10.89% |
$26.7K - $33.1K
|
825
$83.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
79+ 7.07% |
$26K - $32.3K
|
1.2K
$121K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
75New |
$24.7K - $30.7K
|
75
$7.58K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
65+ 20.06% |
$21.4K - $26.6K
|
389
$39.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
63New |
$20.7K - $25.8K
|
63
$6.36K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
60New |
$19.8K - $24.5K
|
60
$6.06K
|