Institute For Wealth Management, Llc. Ishares Expanded Tech Software Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,150 shares of IGV stock, worth $496,305. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,150
Previous 4,895 5.21%
Holding current value
$496,305
Previous $437,000 17.85%
% of portfolio
0.07%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$87.5 - $110.17 $22,312 - $28,093
255 Added 5.21%
5,150 $515,000
Q3 2024

Nov 12, 2024
BUY
$77.94 - $89.37 $10,911 - $12,511
140 Added 2.94%
4,895 $437,000
Q1 2024

Apr 30, 2024
BUY
$83.56 - $442.01 $333,905 - $1.77 Million
3,996 Added 526.48%
4,755 $405,000
Q4 2023

Jan 31, 2024
BUY
$329.19 - $408.79 $249,855 - $310,271
759 New
759 $307,000
Q1 2020

Apr 29, 2020
SELL
$185.88 - $266.67 $50,931 - $73,067
-274 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$205.25 - $235.04 $56,238 - $64,400
274 New
274 $64,000

Others Institutions Holding IGV

# of Institutions
703
Shares Held
55.3M
Call Options Held
8.71M
Put Options Held
3.48M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

IGV Quotes by TradingView
  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email