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 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
210New |
$68.6K - $81K
|
210
$18.9K
|
|
|
May 10, 2021
Q1 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-2.38KClosed |
$777K - $917K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.22KClosed |
$1.05M - $1.24M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-560Closed |
$183K - $216K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.26KClosed |
$410K - $484K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-501Closed |
$164K - $193K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$1.31K - $1.54K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-56Closed |
$18.3K - $21.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
57New |
$18.6K - $22K
|
57
$5.12K
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-33KClosed |
$10.8M - $12.7M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-22Closed |
$7.19K - $8.49K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-629Closed |
$206K - $243K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
SELL
|
- |
-4.27KClosed |
$1.4M - $1.65M
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-18KClosed |
$5.88M - $6.95M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 08, 2021
Q4 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.2KClosed |
$363K - $438K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-197Closed |
$59.6K - $71.9K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-9Closed |
$2.72K - $3.29K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-2.29KClosed |
$692K - $834K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-480KClosed |
$145M - $175M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Atom Investors LP
Austin, TX |
BUY
|
PUT |
1KNew |
$303K - $365K
|
1K
$89.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-22Closed |
$6.66K - $8.03K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-105Closed |
$31.8K - $38.3K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-5KClosed |
$1.51M - $1.83M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-723Closed |
$219K - $264K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-35KClosed |
$10.6M - $12.8M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
60New |
$18.2K - $21.9K
|
60
$5.39K
|
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
98New |
$29.7K - $35.8K
|
98
$8.81K
|
|
|
Jan 29, 2021
Q4 2020
|
Financial Consulate, Inc
|
SELL
|
- |
-784Closed |
$237K - $286K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
30New |
$9.08K - $11K
|
30
$2.7K
|
|
| Q3 2020 | |||||||
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5+ 14.29% |
$1.42K - $1.67K
|
40
$3.59K
|
|
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-5.43KClosed |
$1.54M - $1.82M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.05KClosed |
$298K - $352K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-10.2KClosed |
$2.9M - $3.41M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-6.64KClosed |
$1.89M - $2.22M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Gavea Investimentos Ltda
Rj, D5 |
SELL
|
- |
-107Closed |
$30.4K - $35.8K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
CALL |
-15KClosed |
$4.26M - $5.02M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-32- 47.06% |
$9.08K - $10.7K
|
36
$3.24K
|
|
|
Nov 10, 2020
Q3 2020
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-155KClosed |
$44M - $51.9M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-387Closed |
$110K - $129K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-5Closed |
$1.42K - $1.67K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
SELL
|
- |
-11.8KClosed |
$3.35M - $3.95M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26KClosed |
$359K - $423K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
PUT |
-200Closed |
$56.8K - $66.9K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-827Closed |
$235K - $277K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-845Closed |
$240K - $283K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
130New |
$36.9K - $43.5K
|
130
$11.7K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-45Closed |
$12.8K - $15.1K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-302Closed |
$85.7K - $101K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-372- 13.26% |
$73.6K - $106K
|
2.43K
$219K
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-175Closed |
$34.6K - $49.7K
|
0
$0
|
|