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 |
|---|---|---|---|---|---|---|---|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 2.82% |
$18.4K - $22.9K
|
2.05K
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49+ 1.81% |
$16.1K - $20K
|
2.76K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
48+ 7.5% |
$15.8K - $19.6K
|
688
$69.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 9.51% |
$14.8K - $18.4K
|
518
$52.3K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43+ 1.45% |
$14.2K - $17.6K
|
3K
$303K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 4.71% |
$12.5K - $15.5K
|
844
$85.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
38+ 90.48% |
$12.5K - $15.5K
|
80
$8.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
30+ 1.32% |
$9.88K - $12.3K
|
2.31K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
27+ 0.61% |
$8.89K - $11K
|
4.43K
$448K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27+ 11.74% |
$8.89K - $11K
|
257
$26K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27+ 0.42% |
$8.89K - $11K
|
6.52K
$659K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 5.11% |
$8.23K - $10.2K
|
514
$51.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23New |
$7.57K - $9.4K
|
23
$2.32K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20New |
$6.58K - $8.18K
|
20
$2.02K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 1.51% |
$6.25K - $7.77K
|
1.28K
$129K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
19+ 2.88% |
$6.25K - $7.77K
|
679
$68.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
17New |
$5.6K - $6.95K
|
17
$1.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 41.67% |
$3.29K - $4.09K
|
34
$3.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$2.3K - $2.86K
|
7
$707
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$2.3K - $2.86K
|
7
$707
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6New |
$1.98K - $2.45K
|
6
$606
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$1.65K - $2.04K
|
5
$505
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.62% |
$1.32K - $1.64K
|
652
$65.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3New |
$988 - $1.23K
|
3
$303
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 6.25% |
$658 - $818
|
34
$3.43K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.69% |
$658 - $818
|
120
$12.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2New |
$658 - $818
|
2
$202
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2+ 0.23% |
$658 - $818
|
871
$88K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$329 - $409
|
1
$101
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$329 - $409
|
1.65K
$166K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$329 - $409
|
1
$101
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.1% |
$329 - $409
|
956
$96.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1+ 0.1% |
$329 - $409
|
956
$96.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.13% |
$329 - $409
|
798
$80.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3- 0.12% |
$988 - $1.23K
|
2.49K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3- 0.07% |
$988 - $1.23K
|
4.33K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.15% |
$1.32K - $1.64K
|
2.65K
$267K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5- 0.53% |
$1.65K - $2.04K
|
936
$94.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5- 0.67% |
$1.65K - $2.04K
|
742
$74.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 5.1% |
$1.65K - $2.04K
|
93
$9.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6- 0.91% |
$1.98K - $2.45K
|
650
$65.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6- 0.18% |
$1.98K - $2.45K
|
3.39K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7- 1.11% |
$2.3K - $2.86K
|
625
$63.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10Closed |
$3.29K - $4.09K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.5% |
$3.29K - $4.09K
|
2.01K
$203K
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-12- 1.77% |
$3.95K - $4.91K
|
667
$67.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.88% |
$4.94K - $6.13K
|
1.68K
$170K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18- 1.63% |
$5.93K - $7.36K
|
1.09K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-19- 33.93% |
$6.25K - $7.77K
|
37
$3.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-22- 2.38% |
$7.24K - $8.99K
|
901
$91K
|