A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,985 shares of IGV stock, worth $310,738. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,985
Previous 2,985 -0.0%
Holding current value
$310,738
Previous $259,000 2.7%
% of portfolio
0.09%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$83.56 - $442.01 $199,541 - $1.06 Million
2,388 Added 400.0%
2,985 $254,000
Q4 2023

Jan 29, 2024

SELL
$329.19 - $408.79 $15,142 - $18,804
-46 Reduced 7.15%
597 $242,000
Q3 2023

Oct 10, 2023

SELL
$334.35 - $367.01 $7,355 - $8,074
-22 Reduced 3.31%
643 $219,000
Q2 2023

Jul 10, 2023

BUY
$287.57 - $349.4 $191,234 - $232,350
665 New
665 $230,000
Q4 2022

Feb 14, 2023

SELL
$48.41 - $274.91 $2,178 - $12,370
-45 Reduced 5.01%
853 $218,000
Q3 2022

Oct 25, 2022

BUY
$50.03 - $317.25 $550 - $3,489
11 Added 1.24%
898 $225,000
Q2 2022

Jul 28, 2022

SELL
$257.24 - $353.96 $23,151 - $31,856
-90 Reduced 9.21%
887 $240,000
Q1 2022

Jul 28, 2022

BUY
$302.28 - $393.09 $58,944 - $76,652
195 Added 24.94%
977 $337,000
Q1 2022

May 13, 2022

SELL
$302.28 - $393.09 $146,605 - $190,648
-485 Reduced 38.28%
782 $270,000
Q4 2021

Jan 21, 2022

SELL
$384.52 - $446.52 $16,918 - $19,646
-44 Reduced 3.36%
1,267 $504,000
Q3 2021

Oct 22, 2021

SELL
$386.87 - $428.17 $12,766 - $14,129
-33 Reduced 2.46%
1,311 $523,000
Q2 2021

Jul 21, 2021

SELL
$333.59 - $395.13 $5.42 Million - $6.42 Million
-16,257 Reduced 92.36%
1,344 $524,000
Q1 2021

May 04, 2021

SELL
$326.82 - $385.88 $1.62 Million - $1.91 Million
-4,957 Reduced 21.97%
17,601 $6.01 Million
Q4 2020

Feb 04, 2021

SELL
$302.67 - $365.08 $843,238 - $1.02 Million
-2,786 Reduced 10.99%
22,558 $7.99 Million
Q3 2020

Nov 10, 2020

BUY
$283.85 - $334.52 $365,598 - $430,861
1,288 Added 5.35%
25,344 $7.89 Million
Q2 2020

Jul 17, 2020

BUY
$197.94 - $284.25 $4.76 Million - $6.84 Million
24,056 New
24,056 $6.84 Million
Q1 2019

May 06, 2019

SELL
$167.19 - $214.66 $81,755 - $104,968
-489 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
$159.19 - $204.44 $77,843 - $99,971
489 New
489 $848,000

Others Institutions Holding IGV

About ISHARES EXPANDED TECH-SOFTWARE


  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, 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 Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.