Modern Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Modern Wealth Management, LLC

$2.86 Trillion
Q4 2024

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 10,989 shares of IGV stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,989

Previous 10,555 4.11%

Holding current value

$1.03 Million

Previous $943 Million 23.95%

% of portfolio

0.04%

Previous 0.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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 Nov 05, 2024	BUY	$77.94 - $89.37 $47,387 - $54,336	608 Added 6.11%	10,555 $943 Million
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 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

703

Shares Held

55.3M

Call Options Held

8.71M

Put Options Held

3.48M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Ishares Expanded Tech Software Transaction History