Modern Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,418 shares of IGV stock, worth $1.23 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,418

Previous 12,518 8.79%

Holding current value

$1.23 Million

Previous $1.37 Million 95752.85%

% of portfolio

0.03%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$105.96 - $117.79 $116,556 - $129,569	-1,100 Reduced 8.79%	11,418 $1.31 Billion
Q2 2025 Aug 14, 2025	BUY	$80.15 - $109.5 $34,224 - $46,756	427 Added 3.53%	12,518 $1.37 Million
Q1 2025 May 30, 2025	BUY	$88.3 - $107.83 $10,507 - $12,831	119 Added 0.99%	12,091 $1.08 Million
Q1 2025 May 15, 2025	BUY	$88.3 - $107.83 $86,798 - $105,996	983 Added 8.95%	11,972 $1.07 Billion
Q4 2024 May 30, 2025	SELL	$87.5 - $110.17 $87,062 - $109,619	-995 Reduced 8.31%	10,977 $1.1 Million

Q4 2024 May 29, 2025	SELL	$87.5 - $110.17 $87,062 - $109,619	-995 Reduced 8.31%	10,977 $1.1 Million
Q4 2024 Feb 11, 2025	BUY	$87.5 - $110.17 $37,975 - $47,813	434 Added 4.11%	10,989 $1.17 Billion
Q3 2024 May 30, 2025	SELL	$77.94 - $89.37 $110,440 - $126,637	-1,417 Reduced 11.84%	10,555 $943,000
Q3 2024 May 29, 2025	SELL	$77.94 - $89.37 $110,440 - $126,637	-1,417 Reduced 11.84%	10,555 $943,000
Q3 2024 Nov 05, 2024	BUY	$77.94 - $89.37 $47,387 - $54,336	608 Added 6.11%	10,555 $943 Million
Q2 2024 May 29, 2025	SELL	$77.36 - $86.9 $156,654 - $175,972	-2,025 Reduced 16.91%	9,947 $864,000
Q2 2024 Aug 07, 2024	BUY	$77.36 - $86.9 $1,547 - $1,738	20 Added 0.2%	9,947 $864 Million
Q1 2024 May 28, 2025	BUY	$83.56 - $442.01 $113,140 - $598,481	1,354 Added 11.31%	13,326 $1.14 Billion
Q1 2024 May 13, 2024	BUY	$83.56 - $442.01 $829,500 - $4.39 Million	9,927 New	9,927 $808 Million

Others Institutions Holding IGV

# of Institutions

761

Shares Held

56.2M

Call Options Held

3.07M

Put Options Held

6.16M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
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Modern Wealth Management, LLC Ishares Expanded Tech Software Transaction History