Williams Jones Wealth Management, Llc. Ishares Expanded Tech Software Transaction History

Williams Jones Wealth Management, Llc.

  • $8.55 Billion
  • Q3 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 2,077 shares of IGV stock, worth $223,152. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,077
Previous 2,770 25.02%
Holding current value
$223,152
Previous $303,000 21.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$105.96 - $117.79 $73,430 - $81,628
-693 Reduced 25.02%
2,077 $238,000
Q2 2025

Aug 14, 2025
SELL
$80.15 - $109.5 $2,003 - $2,737
-25 Reduced 0.89%
2,770 $303,000
Q1 2025

May 15, 2025
BUY
$88.3 - $107.83 $246,798 - $301,384
2,795 New
2,795 $248,000

Others Institutions Holding IGV

# of Institutions
755
Shares Held
56.2M
Call Options Held
3.07M
Put Options Held
6.16M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

IGV Quotes by TradingView
  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
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