Wealthspire Advisors, LLC Ishares Expanded Tech Software Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 63,339 shares of IGV stock, worth $5.9 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

63,339

Previous 65,112 2.72%

Holding current value

$5.9 Million

Previous $5.82 Million 8.97%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$87.5 - $110.17 $155,137 - $195,331	-1,773 Reduced 2.72%	63,339 $6.34 Million
Q2 2024 Aug 08, 2024	BUY	$77.36 - $86.9 $5.04 Million - $5.66 Million	65,112 New	65,112 $5.66 Million
Q2 2021 Aug 13, 2021	SELL	$333.59 - $395.13 $201,154 - $238,263	-603 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$326.82 - $385.88 $10,458 - $12,348	32 Added 5.6%	603 $206,000
Q4 2020 Feb 16, 2021	BUY	$302.67 - $365.08 $172,824 - $208,460	571 New	571 $202,000
Q1 2019 May 08, 2019	SELL	$167.19 - $214.66 $114,859 - $147,471	-687 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$159.19 - $204.44 $109,363 - $140,450	687 New	687 $119,000

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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Wealthspire Advisors, LLC Ishares Expanded Tech Software Transaction History