Latest Institutional Transactions on Ishares Expanded Tech Software (IGV)
This table provides information on the latest institutional transactions involving Ishares Expanded Tech Software (IGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-60- 0.82% |
$6.41K - $7.02K
|
7.27K
$781K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
519+ 22.11% |
$55.4K - $60.8K
|
2.87K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.44K+ 3.25% |
$260K - $285K
|
77.3K
$8.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
151+ 0.74% |
$16.1K - $17.7K
|
20.6K
$2.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
705New |
$75.3K - $82.5K
|
705
$75.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-440- 18.18% |
$47K - $51.5K
|
1.98K
$213K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 2.47% |
$7.91K - $8.66K
|
2.92K
$314K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
75+ 2.27% |
$8.01K - $8.78K
|
3.39K
$364K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-918- 5.12% |
$98.1K - $107K
|
17K
$1.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
270+ 1.91% |
$28.8K - $31.6K
|
14.4K
$1.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.18K- 7.72% |
$874K - $958K
|
97.8K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.2K- 28.05% |
$342K - $374K
|
8.2K
$881K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
500+ 71.43% |
$53.4K - $58.5K
|
1.2K
$129K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
1.88KNew |
$200K - $220K
|
1.88K
$201K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-78- 0.46% |
$8.33K - $9.13K
|
16.9K
$1.82M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
706+ 4.0% |
$75.4K - $82.7K
|
18.4K
$1.97M
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.79K- 22.02% |
$298K - $327K
|
9.88K
$1.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.16KNew |
$230K - $253K
|
2.16K
$232K
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
982+ 26.26% |
$105K - $115K
|
4.72K
$507K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.42K+ 2.43% |
$151K - $166K
|
59.7K
$6.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
400+ 1428.57% |
$42.7K - $46.8K
|
428
$46K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15K- 91.52% |
$1.6M - $1.75M
|
1.39K
$149K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-125- 36.23% |
$13.4K - $14.6K
|
220
$23.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.89K+ 17.96% |
$309K - $339K
|
19K
$2.04M
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
3.19KNew |
$340K - $373K
|
3.19K
$342K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.68K- 53.36% |
$500K - $548K
|
4.09K
$439K
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-988- 33.29% |
$106K - $116K
|
1.98K
$213K
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
12.8KNew |
$1.36M - $1.5M
|
12.8K
$1.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Ak Global Asset Management, LLC
Oakland, CA |
BUY
|
- |
3.83KNew |
$409K - $448K
|
3.83K
$411K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.2% |
$2.67K - $2.93K
|
12.7K
$1.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
38.6KNew |
$4.12M - $4.52M
|
38.6K
$4.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.31K- 76.26% |
$781K - $856K
|
2.28K
$244K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
194New |
$20.7K - $22.7K
|
194
$20.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35.2K- 94.9% |
$3.77M - $4.13M
|
1.9K
$204K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
49+ 1.42% |
$5.24K - $5.74K
|
3.5K
$376K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.09K- 47.26% |
$437K - $479K
|
4.56K
$490K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-96- 0.48% |
$10.3K - $11.2K
|
19.9K
$2.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-200- 1.08% |
$21.4K - $23.4K
|
18.4K
$1.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.18K- 41.61% |
$660K - $723K
|
8.67K
$931K
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.96KNew |
$209K - $229K
|
1.96K
$210K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
859+ 44.46% |
$91.8K - $101K
|
2.79K
$300K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
254+ 2.22% |
$27.1K - $29.7K
|
11.7K
$1.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
33.3KNew |
$3.56M - $3.9M
|
33.3K
$3.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-145- 0.48% |
$15.5K - $17K
|
30K
$3.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
393+ 0.57% |
$42K - $46K
|
69K
$7.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-55- 70.51% |
$5.88K - $6.44K
|
23
$2.47K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-178- 5.56% |
$19K - $20.8K
|
3.02K
$325K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.18K- 23.1% |
$339K - $372K
|
10.6K
$1.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.34% |
$107 - $117
|
293
$31.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-518- 15.45% |
$55.3K - $60.6K
|
2.83K
$304K
|
|