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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
490New |
$42.9K - $54K
|
490
$52.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
96New |
$8.4K - $10.6K
|
96
$10.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.48K+ 146.4% |
$304K - $383K
|
5.85K
$629K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
125KNew |
$10.9M - $13.8M
|
125K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
895New |
$78.3K - $98.6K
|
895
$96.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$875 - $1.1K
|
10
$1.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
60New |
$5.25K - $6.61K
|
60
$6.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
9New |
$788 - $992
|
9
$967
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
758New |
$66.3K - $83.5K
|
758
$81.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
27.4KNew |
$2.4M - $3.02M
|
27.4K
$2.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
4.3KNew |
$376K - $474K
|
4.3K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.34% |
$4.38K - $5.51K
|
3.78K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
115New |
$10.1K - $12.7K
|
115
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14KNew |
$1.22M - $1.54M
|
14K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.19KNew |
$191K - $241K
|
2.19K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.05KNew |
$617K - $777K
|
7.05K
$758K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$1.31M - $1.65M
|
15K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23New |
$2.01K - $2.53K
|
23
$2.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
105New |
$9.19K - $11.6K
|
105
$11.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
396New |
$34.7K - $43.6K
|
396
$42.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
12.1KNew |
$1.06M - $1.33M
|
12.1K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
814+ 21.92% |
$71.2K - $89.7K
|
4.53K
$486K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25New |
$2.19K - $2.75K
|
25
$2.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
315New |
$27.6K - $34.7K
|
315
$33.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.17KNew |
$190K - $239K
|
2.17K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.83KNew |
$247K - $311K
|
2.83K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
555New |
$48.6K - $61.1K
|
555
$59.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
338New |
$29.6K - $37.2K
|
338
$36.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.75KNew |
$241K - $303K
|
2.75K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4KNew |
$350K - $441K
|
4K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$67.8K - $85.4K
|
775
$83.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-135- 0.4% |
$11.8K - $14.9K
|
33.9K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.02KNew |
$176K - $222K
|
2.02K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
225New |
$19.7K - $24.8K
|
225
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-107- 2.54% |
$9.36K - $11.8K
|
4.1K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.78KNew |
$681K - $857K
|
7.78K
$836K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75New |
$6.56K - $8.26K
|
75
$8.06K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-529- 3.01% |
$46.3K - $58.3K
|
17.1K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
44.5KNew |
$3.89M - $4.9M
|
44.5K
$4.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.09K- 10.78% |
$95.3K - $120K
|
9.01K
$968K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
2.7KNew |
$236K - $297K
|
2.7K
$290K
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-300KClosed |
$23.4M - $26.8M
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.85KNew |
$378K - $434K
|
4.85K
$521K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
140KNew |
$10.9M - $12.5M
|
140K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-12.6K- 16.78% |
$982K - $1.13M
|
62.5K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-84.1K- 47.38% |
$6.55M - $7.52M
|
93.4K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
400New |
$31.2K - $35.7K
|
400
$43K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.06K- 27.81% |
$82.2K - $94.3K
|
2.74K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
140KNew |
$10.9M - $12.5M
|
140K
$15M
|
|