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 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-145- 2.95% |
$15.5K - $17K
|
4.78K
$513K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25+ 0.09% |
$2.67K - $2.93K
|
28.2K
$3.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-15- 37.5% |
$1.6K - $1.76K
|
25
$2.69K
|
|
|
Jan 14, 2026
Q4 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.21K- 4.69% |
$129K - $142K
|
24.6K
$2.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
853+ 1.81% |
$91.1K - $99.9K
|
48.1K
$5.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
8.49K+ 14.6% |
$907K - $993K
|
66.6K
$7.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2+ 0.01% |
$214 - $234
|
28K
$3.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 2.64% |
$141K - $154K
|
51.2K
$5.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-200- 2.99% |
$21.4K - $23.4K
|
6.48K
$696K
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
12.4KNew |
$1.32M - $1.45M
|
12.4K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
355+ 417.65% |
$37.9K - $41.6K
|
440
$47.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
8.51KNew |
$909K - $996K
|
8.51K
$914K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-12.1K- 78.26% |
$1.29M - $1.42M
|
3.36K
$361K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.85K+ 12.91% |
$304K - $333K
|
24.9K
$2.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.99K- 63.68% |
$1.07M - $1.17M
|
5.7K
$612K
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
24.4KNew |
$2.61M - $2.86M
|
24.4K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
483+ 1.51% |
$51.6K - $56.5K
|
32.5K
$3.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-3.12K- 3.86% |
$333K - $365K
|
77.6K
$8.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.51KNew |
$161K - $177K
|
1.51K
$162K
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
10.3K+ 74.17% |
$1.1M - $1.2M
|
24.1K
$2.59M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
71+ 0.79% |
$7.59K - $8.31K
|
9.01K
$968K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
884+ 1.08% |
$94.4K - $103K
|
82.6K
$8.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-580- 5.05% |
$62K - $67.9K
|
10.9K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
716New |
$76.5K - $83.8K
|
716
$76.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
629+ 7.32% |
$67.2K - $73.6K
|
9.22K
$991K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
39+ 0.29% |
$4.17K - $4.57K
|
13.6K
$1.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
60New |
$6.41K - $7.02K
|
60
$6.45K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
562New |
$60K - $65.8K
|
562
$60.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52- 6.31% |
$5.56K - $6.09K
|
772
$82.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.1% |
$427 - $468
|
4.15K
$446K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-407- 9.92% |
$43.5K - $47.7K
|
3.69K
$397K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-83- 1.46% |
$8.87K - $9.72K
|
5.61K
$603K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-180- 7.91% |
$19.2K - $21.1K
|
2.1K
$225K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-3.09K- 83.16% |
$330K - $361K
|
625
$67.2K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
80+ 69.57% |
$8.55K - $9.37K
|
195
$21K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.01K- 3.6% |
$637K - $708K
|
161K
$17.3M
|
|
|
Jan 06, 2026
Q3 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-200- 5.08% |
$21.2K - $23.6K
|
3.74K
$401K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
109New |
$11.5K - $12.8K
|
109
$11.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
548+ 10.77% |
$58.1K - $64.5K
|
5.64K
$606K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
308+ 2.3% |
$32.6K - $36.3K
|
13.7K
$1.47M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.93K- 50.0% |
$522K - $580K
|
4.93K
$529K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-310- 2.14% |
$32.8K - $36.5K
|
14.2K
$1.52M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-201- 3.32% |
$21.3K - $23.7K
|
5.86K
$629K
|
|
|
Nov 20, 2025
Q3 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-42.1K- 51.33% |
$4.46M - $4.96M
|
39.9K
$4.29M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18+ 0.38% |
$1.91K - $2.12K
|
4.74K
$509K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.53K+ 1.7% |
$163K - $181K
|
91.8K
$9.86M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.36K+ 117.62% |
$356K - $396K
|
6.22K
$669K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.2K+ 19.03% |
$339K - $377K
|
20K
$2.15M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.78K+ 3.22% |
$401K - $445K
|
121K
$13M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-64- 2.17% |
$6.78K - $7.54K
|
2.88K
$310K
|
|