Camelot Portfolios, LLC Ishares Expanded Tech Software Transaction History

Camelot Portfolios, LLC

$167 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$329.19 - $408.79 $191,588 - $237,915	582 New	582 $236,000

Others Institutions Holding IGV

# of Institutions

750

Shares Held

56.1M

Call Options Held

3.07M

Put Options Held

6.16M

Bank Of America Corp Charlotte, NC

5.13M
Shares

$551 Million
0.04% of portfolio
Morgan Stanley New York, NY

3.64M
Shares

$392 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

2.73M
Shares

$294 Million
0.02% of portfolio
Migdal Insurance & Financial Holdings Ltd.

2.72M
Shares

$292 Million
2.47% of portfolio
Goldman Sachs Group Inc New York, NY

2.22M
Shares

$238 Million
0.03% of portfolio

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Camelot Portfolios, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Camelot Portfolios, LLC with notifications on news.