Purchases and Sales Made in Q1 2022 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 20.0% |
$6.05K - $7.86K
|
120
$12.6K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20+ 29.41% |
$6.05K - $7.86K
|
88
$9.21K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17New |
$5.14K - $6.68K
|
17
$1.78K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 10.07% |
$4.53K - $5.9K
|
164
$17.2K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
15New |
$4.53K - $5.9K
|
15
$1.57K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13+ 1.31% |
$3.93K - $5.11K
|
1.01K
$106K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13+ 1.48% |
$3.93K - $5.11K
|
889
$93K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10New |
$3.02K - $3.93K
|
10
$1.05K
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9+ 0.99% |
$2.72K - $3.54K
|
921
$96.4K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$2.12K - $2.75K
|
7
$732
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5+ 8.33% |
$1.51K - $1.97K
|
65
$6.8K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.08% |
$302 - $393
|
1.31K
$137K
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$302 - $393
|
2
$209
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 0.2% |
$605 - $786
|
1.02K
$107K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4- 0.15% |
$1.21K - $1.57K
|
2.64K
$276K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.62% |
$1.51K - $1.97K
|
807
$84.4K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5- 0.5% |
$1.51K - $1.97K
|
1K
$105K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7- 7.37% |
$2.12K - $2.75K
|
88
$9.21K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-10Closed |
$3.02K - $3.93K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-11- 61.11% |
$3.33K - $4.32K
|
7
$732
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12- 0.32% |
$3.63K - $4.72K
|
3.72K
$389K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13- 9.22% |
$3.93K - $5.11K
|
128
$13.4K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-15- 0.6% |
$4.53K - $5.9K
|
2.49K
$260K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16Closed |
$4.84K - $6.29K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-18Closed |
$5.44K - $7.08K
|
0
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 3.69% |
$6.05K - $7.86K
|
522
$54.6K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-21Closed |
$6.35K - $8.25K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-24- 0.08% |
$7.25K - $9.43K
|
30.2K
$3.16M
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-24- 0.5% |
$7.25K - $9.43K
|
4.82K
$504K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-25- 1.27% |
$7.56K - $9.83K
|
1.94K
$203K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-26- 1.43% |
$7.86K - $10.2K
|
1.79K
$187K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-28Closed |
$8.46K - $11K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-35Closed |
$10.6K - $13.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 56.34% |
$12.1K - $15.7K
|
31
$3.24K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 90.91% |
$12.1K - $15.7K
|
4
$418
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-44- 0.8% |
$13.3K - $17.3K
|
5.44K
$569K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-44- 1.55% |
$13.3K - $17.3K
|
2.79K
$292K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-47- 48.45% |
$14.2K - $18.5K
|
50
$5.23K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-50Closed |
$15.1K - $19.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 5.88% |
$15.1K - $19.7K
|
800
$83.7K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$15.1K - $19.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-61- 47.66% |
$18.4K - $24K
|
67
$7.01K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-61- 1.18% |
$18.4K - $24K
|
5.11K
$534K
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-69- 1.75% |
$20.9K - $27.1K
|
3.88K
$406K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-77- 0.5% |
$23.3K - $30.3K
|
15.4K
$1.62M
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-80Closed |
$24.2K - $31.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-88Closed |
$26.6K - $34.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-90- 6.48% |
$27.2K - $35.4K
|
1.3K
$136K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-98- 73.13% |
$29.6K - $38.5K
|
36
$3.77K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$30.2K - $39.3K
|
0
$0
|