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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
79+ 1.92% |
$8.37K - $9.31K
|
4.19K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.72K+ 53.28% |
$712K - $791K
|
19.3K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
850New |
$90.1K - $100K
|
850
$91.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
842+ 1079.49% |
$89.2K - $99.2K
|
920
$98.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-375- 9.26% |
$39.7K - $44.2K
|
3.68K
$395K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.19K- 24.17% |
$126K - $140K
|
3.73K
$401K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-252- 2.22% |
$26.7K - $29.7K
|
11.1K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
PUT |
18KNew |
$1.91M - $2.12M
|
18K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.9KNew |
$1.16M - $1.29M
|
10.9K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-705- 3.78% |
$74.7K - $83K
|
17.9K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-967- 26.19% |
$102K - $114K
|
2.73K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
100KNew |
$10.6M - $11.8M
|
100K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 7.83% |
$21.2K - $23.6K
|
2.36K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
145+ 2.61% |
$15.4K - $17.1K
|
5.7K
$613K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-47- 0.29% |
$4.98K - $5.54K
|
16K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
156KNew |
$16.6M - $18.4M
|
156K
$16.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.62K+ 12.56% |
$171K - $190K
|
14.5K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
SELL
|
- |
-1.62K- 22.23% |
$172K - $191K
|
5.67K
$609K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-125- 3.99% |
$13.2K - $14.7K
|
3.01K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-329- 12.29% |
$34.9K - $38.8K
|
2.35K
$252K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49.2K- 67.23% |
$5.22M - $5.8M
|
24K
$2.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-329- 6.27% |
$34.9K - $38.8K
|
4.92K
$529K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500K+ 22.4% |
$53M - $58.9M
|
2.73M
$294M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-367- 6.43% |
$38.9K - $43.2K
|
5.34K
$574K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
224+ 5.77% |
$23.7K - $26.4K
|
4.11K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
510+ 105.15% |
$54K - $60.1K
|
995
$107K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
50+ 0.36% |
$5.3K - $5.89K
|
14.1K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.72KNew |
$712K - $792K
|
6.72K
$722K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.68K+ 80.32% |
$284K - $315K
|
6.01K
$646K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.28K- 4.35% |
$136K - $151K
|
28.1K
$3.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-660- 7.42% |
$69.9K - $77.7K
|
8.23K
$885K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-18.3K- 9.74% |
$1.94M - $2.16M
|
169K
$18.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-7.13K- 10.07% |
$755K - $839K
|
63.6K
$6.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-543- 16.49% |
$57.5K - $64K
|
2.75K
$295K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-199- 1.32% |
$21.1K - $23.4K
|
14.9K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.69K+ 1.68% |
$179K - $199K
|
102K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.41K- 5.76% |
$256K - $284K
|
39.5K
$4.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
839+ 1.48% |
$88.9K - $98.8K
|
57.7K
$6.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-746- 13.36% |
$79K - $87.9K
|
4.84K
$520K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-709- 6.11% |
$75.1K - $83.5K
|
10.9K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 41.3% |
$140K - $155K
|
1.87K
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.7K- 68.33% |
$1.98M - $2.2M
|
8.65K
$930K
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-757- 3.63% |
$80.2K - $89.2K
|
20.1K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-196K- 94.51% |
$20.8M - $23.1M
|
11.4K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.8K- 26.99% |
$2.41M - $2.68M
|
61.6K
$6.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
681New |
$72.2K - $80.2K
|
681
$73.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-710- 13.66% |
$75.2K - $83.6K
|
4.49K
$482K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-56- 2.42% |
$5.93K - $6.6K
|
2.25K
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.52K- 77.89% |
$267K - $297K
|
715
$76.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-36- 0.35% |
$3.81K - $4.24K
|
10.3K
$1.11M
|
|