Curio Wealth, LLC Ishares Expanded Tech Software Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Curio Wealth, LLC holds 24,979 shares of IGV stock, worth $2.61 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

24,979

Holding current value

$2.61 Million

% of portfolio

1.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$87.5 - $110.17 $2.19 Million - $2.75 Million	24,979 New	24,979 $2.5 Billion

Others Institutions Holding IGV

# of Institutions

637

Shares Held

49.3M

Call Options Held

1.15M

Put Options Held

1.88M

Morgan Stanley New York, NY

5.11M
Shares

$534 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.18M
Shares

$332 Million
0.02% of portfolio
Migdal Insurance & Financial Holdings Ltd.

2.81M
Shares

$294 Million
4.04% of portfolio
Goldman Sachs Group Inc New York, NY

2.46M
Shares

$257 Million
0.04% of portfolio
Ubs Group Ag

2.36M
Shares

$247 Million
0.05% of portfolio

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

More about IGV

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