Minich Mac Gregor Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 110,556 shares of IGV stock, worth $11.8 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
110,556
Previous 112,282 1.54%
Holding current value
$11.8 Million
Previous $10 Million 10.3%
% of portfolio
2.42%
Previous 2.26%

Shares

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

Jan 17, 2025
SELL
$87.5 - $110.17 $151,025 - $190,153
-1,726 Reduced 1.54%
110,556 $11.1 Million
Q3 2024

Oct 30, 2024
SELL
$77.94 - $89.37 $186,822 - $214,219
-2,397 Reduced 2.09%
112,282 $10 Million
Q2 2024

Jul 25, 2024
SELL
$77.36 - $86.9 $241,285 - $271,041
-3,119 Reduced 2.65%
114,679 $9.97 Million
Q1 2024

Apr 16, 2024
BUY
$83.56 - $442.01 $7.73 Million - $40.9 Million
92,485 Added 365.37%
117,798 $10 Million
Q4 2023

Feb 08, 2024
SELL
$329.19 - $408.79 $562,914 - $699,030
-1,710 Reduced 6.33%
25,313 $10.3 Million
Q3 2023

Oct 16, 2023
SELL
$334.35 - $367.01 $458,059 - $502,803
-1,370 Reduced 4.83%
27,023 $9.22 Million
Q2 2023

Jul 13, 2023
BUY
$287.57 - $349.4 $8.16 Million - $9.92 Million
28,393 New
28,393 $9.82 Million
Q4 2022

Jan 09, 2023
BUY
$48.41 - $274.91 $3,775 - $21,442
78 New
78 $0
Q1 2022

Apr 26, 2022
SELL
$302.28 - $393.09 $8.34 Million - $10.8 Million
-27,582 Closed
0 $0
Q4 2021

Jan 18, 2022
SELL
$384.52 - $446.52 $5.57 Million - $6.47 Million
-14,484 Reduced 34.43%
27,582 $11 Million
Q3 2021

Nov 03, 2021
BUY
$386.87 - $428.17 $2.33 Million - $2.58 Million
6,028 Added 16.73%
42,066 $16.8 Million
Q2 2021

Aug 02, 2021
SELL
$333.59 - $395.13 $1.46 Million - $1.73 Million
-4,386 Reduced 10.85%
36,038 $14.1 Million
Q1 2021

Apr 27, 2021
BUY
$326.82 - $385.88 $224,852 - $265,485
688 Added 1.73%
40,424 $13.8 Million
Q4 2020

Jan 19, 2021
BUY
$302.67 - $365.08 $280,272 - $338,064
926 Added 2.39%
39,736 $14.1 Million
Q3 2020

Oct 14, 2020
BUY
$283.85 - $334.52 $910,590 - $1.07 Million
3,208 Added 9.01%
38,810 $12.1 Million
Q2 2020

Aug 05, 2020
BUY
$197.94 - $284.25 $7.05 Million - $10.1 Million
35,602 New
35,602 $10.1 Million
Q1 2020

Apr 21, 2020
SELL
$185.88 - $266.67 $4.49 Million - $6.44 Million
-24,135 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
$205.25 - $235.04 $108,372 - $124,101
528 Added 2.24%
24,135 $5.62 Million
Q3 2019

Oct 21, 2019
SELL
$209.16 - $230.04 $2.12 Million - $2.33 Million
-10,146 Reduced 30.06%
23,607 $5 Million
Q2 2019

Aug 05, 2019
BUY
$199.4 - $222.26 $27,716 - $30,894
139 Added 0.41%
33,753 $7.49 Million
Q1 2019

Apr 16, 2019
BUY
$167.19 - $214.66 $5.62 Million - $7.22 Million
33,614 New
33,614 $7.18 Million
Q4 2018

Jan 17, 2019
SELL
$159.19 - $204.44 $3.69 Million - $4.74 Million
-23,190 Closed
0 $0
Q3 2018

Oct 17, 2018
BUY
$184.64 - $205.52 $303,363 - $337,669
1,643 Added 7.63%
23,190 $4.74 Million
Q2 2018

Jul 13, 2018
BUY
$165.85 - $193.0 $81,100 - $94,377
489 Added 2.32%
21,547 $4 Million
Q1 2018

Jul 03, 2018
SELL
$155.97 - $182.28 $1.95 Million - $2.28 Million
-12,483 Reduced 37.22%
21,058 $3.57 Million
Q4 2017

Jul 03, 2018
SELL
$146.47 - $159.82 $238,453 - $260,186
-1,628 Reduced 4.63%
33,541 $5.18 Million
Q3 2017

Jul 03, 2018
BUY
$143.47 - $146.26 $209,179 - $213,247
1,458 Added 4.32%
35,169 $5.14 Million
Q2 2017

Jul 02, 2018
BUY
N/A
1,335 Added 4.12%
33,711 $4.61 Million
Q1 2017

Jun 28, 2018
BUY
N/A
710 Added 2.24%
32,376 $4.09 Million
Q4 2016

Jun 28, 2018
BUY
N/A
3,793 Added 13.61%
31,666 $3.45 Million
Q3 2016

Jun 28, 2018
BUY
N/A
665 Added 2.44%
27,873 $3.16 Million
Q2 2016

Jun 28, 2018
BUY
N/A
155 Added 0.57%
27,208 $2.86 Million
Q1 2016

Jun 28, 2018
BUY
N/A
27,053
27,053 $2.72 Million

Others Institutions Holding IGV

# of Institutions
691
Shares Held
57M
Call Options Held
6.31M
Put Options Held
2.9M
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 Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor 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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email