Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Expanded Tech Software Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$77.94 - $89.37 $58,455 - $67,027	-750 Reduced 43.73%	965 $86,000
Q1 2024 Apr 30, 2024	BUY	$83.56 - $442.01 $114,644 - $606,437	1,372 Added 400.0%	1,715 $146,000
Q2 2023 Jul 19, 2023	SELL	$287.57 - $349.4 $8,627 - $10,482	-30 Reduced 8.04%	343 $118,000
Q2 2022 Aug 10, 2022	SELL	$257.24 - $353.96 $12,862 - $17,698	-50 Reduced 11.82%	373 $100,000
Q1 2022 May 13, 2022	SELL	$302.28 - $393.09 $32,646 - $42,453	-108 Reduced 20.34%	423 $145,000
Q4 2021 Feb 14, 2022	SELL	$384.52 - $446.52 $26,916 - $31,256	-70 Reduced 11.65%	531 $211,000
Q3 2021 Nov 02, 2021	BUY	$386.87 - $428.17 $77,374 - $85,634	200 Added 49.88%	601 $239,000
Q2 2021 Jul 27, 2021	SELL	$333.59 - $395.13 $158,455 - $187,686	-475 Reduced 54.22%	401 $156,000
Q1 2021 May 11, 2021	SELL	$326.82 - $385.88 $128,113 - $151,264	-392 Reduced 30.91%	876 $299,000
Q4 2020 Feb 09, 2021	SELL	$302.67 - $365.08 $553,280 - $667,366	-1,828 Reduced 59.04%	1,268 $448,000
Q3 2020 Oct 20, 2020	SELL	$283.85 - $334.52 $1.19 Million - $1.41 Million	-4,209 Reduced 57.62%	3,096 $963,000
Q2 2020 Jul 02, 2020	SELL	$197.94 - $284.25 $210,806 - $302,726	-1,065 Reduced 12.72%	7,305 $2.08 Million
Q1 2020 Apr 01, 2020	SELL	$185.88 - $266.67 $4.07 Million - $5.84 Million	-21,898 Reduced 72.35%	8,370 $1.76 Million
Q4 2019 Feb 11, 2020	SELL	$205.25 - $235.04 $1.79 Million - $2.04 Million	-8,699 Reduced 22.32%	30,268 $7.05 Million
Q3 2019 Oct 09, 2019	SELL	$209.16 - $230.04 $1.76 Million - $1.93 Million	-8,408 Reduced 17.75%	38,967 $8.26 Million
Q2 2019 Aug 14, 2019	BUY	$199.4 - $222.26 $9.45 Million - $10.5 Million	47,375 New	47,375 $10.4 Million

Others Institutions Holding IGV

# of Institutions

715

Shares Held

56.6M

Call Options Held

8.71M

Put Options Held

3.48M

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