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 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-22- 2.56% |
$7.24K - $8.99K
|
839
$84.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-25- 3.66% |
$8.23K - $10.2K
|
658
$66.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-26- 3.82% |
$8.56K - $10.6K
|
654
$66.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-27- 0.31% |
$8.89K - $11K
|
8.79K
$888K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-28- 0.43% |
$9.22K - $11.4K
|
6.44K
$651K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 3.91% |
$9.88K - $12.3K
|
738
$74.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-46- 7.15% |
$15.1K - $18.8K
|
597
$60.3K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-48- 0.65% |
$15.8K - $19.6K
|
7.33K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-50- 55.56% |
$16.5K - $20.4K
|
40
$4.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-50- 1.06% |
$16.5K - $20.4K
|
4.68K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-51- 2.56% |
$16.8K - $20.8K
|
1.94K
$196K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-55- 3.4% |
$18.1K - $22.5K
|
1.56K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-58- 36.48% |
$19.1K - $23.7K
|
101
$10.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-63- 2.01% |
$20.7K - $25.8K
|
3.06K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 3.95% |
$20.7K - $25.8K
|
1.53K
$155K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-73- 1.19% |
$24K - $29.8K
|
6.08K
$614K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-80- 2.05% |
$26.3K - $32.7K
|
3.83K
$387K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-82- 46.33% |
$27K - $33.5K
|
95
$9.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-83- 13.3% |
$27.3K - $33.9K
|
541
$54.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-83- 3.71% |
$27.3K - $33.9K
|
2.16K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-87- 0.4% |
$28.6K - $35.6K
|
21.5K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-93- 30.59% |
$30.6K - $38K
|
211
$21.3K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-100- 40.98% |
$32.9K - $40.9K
|
144
$14.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-111- 1.99% |
$36.5K - $45.4K
|
5.48K
$554K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-117- 5.95% |
$38.5K - $47.8K
|
1.85K
$187K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-120- 15.0% |
$39.5K - $49.1K
|
680
$68.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-120- 15.0% |
$39.5K - $49.1K
|
680
$68.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-121- 10.57% |
$39.8K - $49.5K
|
1.02K
$103K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-138- 2.32% |
$45.4K - $56.4K
|
5.8K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-146- 0.61% |
$48.1K - $59.7K
|
23.7K
$2.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-160- 7.6% |
$52.7K - $65.4K
|
1.94K
$196K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-163- 13.47% |
$53.7K - $66.6K
|
1.05K
$106K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-171- 13.59% |
$56.3K - $69.9K
|
1.09K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-175- 5.72% |
$57.6K - $71.5K
|
2.88K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-175- 19.51% |
$57.6K - $71.5K
|
722
$72.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-179- 10.3% |
$58.9K - $73.2K
|
1.56K
$157K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-186- 9.04% |
$61.2K - $76K
|
1.87K
$189K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-192- 8.56% |
$63.2K - $78.5K
|
2.05K
$207K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-204- 2.99% |
$67.2K - $83.4K
|
6.62K
$669K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-207- 10.31% |
$68.1K - $84.6K
|
1.8K
$182K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-207- 57.98% |
$68.1K - $84.6K
|
150
$15.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-225- 7.48% |
$74.1K - $92K
|
2.79K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-244- 14.42% |
$80.3K - $99.7K
|
1.45K
$146K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-247- 0.89% |
$81.3K - $101K
|
27.6K
$2.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-264- 6.55% |
$86.9K - $108K
|
3.77K
$381K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-267- 1.07% |
$87.9K - $109K
|
24.8K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-281- 12.07% |
$92.5K - $115K
|
2.05K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-293- 16.13% |
$96.5K - $120K
|
1.52K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-334- 82.27% |
$110K - $137K
|
72
$7.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-345- 8.13% |
$114K - $141K
|
3.9K
$394K
|