Peak Financial Advisors LLC Ishares Expanded Tech Software Transaction History

Peak Financial Advisors LLC

$161 Million
Q3 2025

A detailed history of Peak Financial Advisors LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Peak Financial Advisors LLC holds 31,974 shares of IGV stock, worth $3.44 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

31,974

Previous 31,722 0.79%

Holding current value

$3.44 Million

Previous $3.47 Million 5.87%

% of portfolio

2.28%

Previous 2.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$105.96 - $117.79 $26,701 - $29,683	252 Added 0.79%	31,974 $3.68 Million
Q2 2025 Jul 07, 2025	BUY	$80.15 - $109.5 $85,279 - $116,508	1,064 Added 3.47%	31,722 $3.47 Million
Q1 2025 Apr 10, 2025	BUY	$88.3 - $107.83 $2.71 Million - $3.31 Million	30,658 New	30,658 $2.76 Million
Q4 2022 Jan 12, 2023	BUY	$48.41 - $274.91 $11,085 - $62,954	229 Added 4.39%	5,442 $1.39 Billion
Q3 2022 Oct 26, 2022	BUY	$50.03 - $317.25 $22,463 - $142,445	449 Added 9.42%	5,213 $1.3 Million

Q2 2022 Jul 14, 2022	BUY	$257.24 - $353.96 $1.23 Million - $1.69 Million	4,764 New	4,764 $1.28 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
Sector ETFs
Industry ETFs

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Peak Financial Advisors LLC Ishares Expanded Tech Software Transaction History