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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-134K- 99.26% |
$33.4M - $40.7M
|
1K
$89.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$8.74K - $10.7K
|
35
$3.15K
|
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-8.62K- 80.24% |
$2.15M - $2.63M
|
2.12K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-18.5K- 64.91% |
$4.62M - $5.64M
|
10K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-38- 4.06% |
$9.49K - $11.6K
|
897
$80.6K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 2.0% |
$250 - $305
|
49
$4.4K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$1.75K - $2.13K
|
7
$629
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
724New |
$181K - $221K
|
724
$65.1K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
123New |
$30.7K - $37.5K
|
123
$11.1K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
700New |
$175K - $213K
|
700
$62.9K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.34KNew |
$335K - $408K
|
1.34K
$120K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
141New |
$35.2K - $43K
|
141
$12.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 40.0% |
$2.5K - $3.05K
|
15
$1.35K
|
|
|
Apr 20, 2023
Q1 2023
|
Truxt Investmentos Ltda.
|
BUY
|
- |
64.9KNew |
$16.2M - $19.8M
|
64.9K
$5.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$2K - $2.44K
|
8
$719
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-950- 48.72% |
$237K - $289K
|
1K
$89.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
698New |
$174K - $213K
|
698
$62.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-13.4K- 86.22% |
$3.34M - $4.08M
|
2.14K
$192K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2025
Q4 2022
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-1.1KClosed |
$53.3K - $302K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
10New |
$484 - $2.75K
|
10
$899
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
446New |
$21.6K - $123K
|
446
$40.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
99New |
$4.79K - $27.2K
|
99
$8.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Breakline Capital LLC
New York, NY |
BUY
|
- |
1.77K+ 11.25% |
$85.4K - $485K
|
17.5K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
28New |
$1.36K - $7.7K
|
28
$2.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$77.5K - $440K
|
1.6K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-579- 9.3% |
$28K - $159K
|
5.65K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Baymount Management LP
Miami, FL |
BUY
|
- |
79KNew |
$3.82M - $21.7M
|
79K
$7.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
33.3KNew |
$1.61M - $9.16M
|
33.3K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$2.42K - $13.7K
|
50
$4.49K
|
|
|
Feb 14, 2023
Q4 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
CALL |
45KNew |
$2.18M - $12.4M
|
45K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
181New |
$8.76K - $49.8K
|
181
$16.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8.98KNew |
$435K - $2.47M
|
8.98K
$807K
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
100KNew |
$4.84M - $27.5M
|
100K
$8.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 0.97% |
$581 - $3.3K
|
1.25K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
3.75KNew |
$182K - $1.03M
|
3.75K
$337K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
889New |
$43K - $244K
|
889
$79.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-580- 31.35% |
$28.1K - $159K
|
1.27K
$114K
|
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-1K- 33.33% |
$48.4K - $275K
|
2K
$180K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-147- 3.24% |
$7.12K - $40.4K
|
4.39K
$394K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.65K - $9.35K
|
34
$3.06K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.87KNew |
$333K - $1.89M
|
6.87K
$617K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
91New |
$4.41K - $25K
|
91
$8.18K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
1.03KNew |
$49.8K - $283K
|
1.03K
$92.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
35.3KNew |
$1.71M - $9.7M
|
35.3K
$3.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-557- 13.54% |
$27K - $153K
|
3.56K
$320K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
344New |
$16.7K - $94.6K
|
344
$30.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.93K- 79.83% |
$336K - $1.91M
|
1.75K
$157K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
835New |
$40.4K - $230K
|
835
$75K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
130New |
$6.29K - $35.7K
|
130
$11.7K
|
|