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
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.48K+ 146.4% |
$304K - $383K
|
5.85K
$545K
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.51K+ 24.66% |
$132K - $166K
|
7.64K
$711K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-204- 15.68% |
$17.9K - $22.5K
|
1.1K
$102K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.03KNew |
$265K - $333K
|
3.03K
$282K
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
125KNew |
$10.9M - $13.8M
|
125K
$11.6M
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
77.9KNew |
$6.82M - $8.58M
|
77.9K
$7.25M
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
15.3KNew |
$1.34M - $1.68M
|
15.3K
$1.42M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
163K+ 15.77% |
$14.3M - $18M
|
1.2M
$112M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
996K+ 478.76% |
$87.2M - $110M
|
1.2M
$112M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
41KNew |
$3.59M - $4.52M
|
41K
$3.82M
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
245+ 2.34% |
$21.4K - $27K
|
10.7K
$999K
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.49K+ 20.01% |
$131K - $165K
|
8.96K
$834K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
895New |
$78.3K - $98.6K
|
895
$83.3K
|
|
Feb 11, 2025
Q4 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$875 - $1.1K
|
10
$931
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
864+ 1.25% |
$75.6K - $95.2K
|
69.9K
$6.51M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
60New |
$5.25K - $6.61K
|
60
$5.59K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
9New |
$788 - $992
|
9
$838
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-4.31K- 6.91% |
$377K - $475K
|
58K
$5.4M
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.7K+ 73.63% |
$1.37M - $1.73M
|
37K
$3.44M
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.48KNew |
$305K - $383K
|
3.48K
$324K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
176+ 5.22% |
$15.4K - $19.4K
|
3.55K
$330K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
758New |
$66.3K - $83.5K
|
758
$70.6K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
27.4KNew |
$2.4M - $3.02M
|
27.4K
$2.55M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-782K- 31.82% |
$68.4M - $86.2M
|
1.68M
$156M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
12.5KNew |
$1.09M - $1.38M
|
12.5K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.1K+ 13.32% |
$1.14M - $1.44M
|
111K
$10.4M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
356K+ 30.21% |
$31.1M - $39.2M
|
1.53M
$143M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
4.3KNew |
$376K - $474K
|
4.3K
$400K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.08KNew |
$182K - $229K
|
2.08K
$193K
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-33- 0.76% |
$2.89K - $3.64K
|
4.28K
$399K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
434+ 4.11% |
$38K - $47.8K
|
11K
$1.02M
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.58K+ 3.66% |
$138K - $174K
|
44.7K
$4.16M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
967New |
$84.6K - $107K
|
967
$90K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.25K- 93.49% |
$810K - $1.02M
|
644
$60K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 2.32% |
$341K - $429K
|
172K
$16M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
20.2K+ 795.52% |
$1.77M - $2.23M
|
22.8K
$2.12M
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 1.86% |
$7K - $8.81K
|
4.21K
$392K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.34% |
$4.38K - $5.51K
|
3.78K
$351K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.6K+ 120.07% |
$1.71M - $2.16M
|
35.9K
$3.34M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.6KNew |
$1.71M - $2.16M
|
19.6K
$1.82M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-375- 2.94% |
$32.8K - $41.3K
|
12.4K
$1.15M
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
76KNew |
$6.65M - $8.37M
|
76K
$7.08M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.8KNew |
$942K - $1.19M
|
10.8K
$1M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
161+ 1.2% |
$14.1K - $17.7K
|
13.6K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.67K+ 4.23% |
$409K - $514K
|
115K
$10.7M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 452.95% |
$1.58M - $1.99M
|
22.1K
$2.05M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
115New |
$10.1K - $12.7K
|
115
$10.7K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25K+ 834866.69% |
$2.19M - $2.76M
|
25K
$2.33M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 27.6% |
$105K - $132K
|
5.55K
$517K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
141New |
$12.3K - $15.5K
|
141
$13.1K
|