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 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
12.1KNew |
$1.06M - $1.33M
|
12.1K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.94KNew |
$257K - $323K
|
2.94K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
92+ 4.33% |
$8.05K - $10.1K
|
2.22K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.31K+ 1.54% |
$202K - $254K
|
152K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
14K+ 248.71% |
$1.22M - $1.54M
|
19.6K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-160K- 12.78% |
$14M - $17.6M
|
1.09M
$98.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.39% |
$525 - $661
|
1.54K
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
814+ 21.92% |
$71.2K - $89.7K
|
4.53K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25New |
$2.19K - $2.75K
|
25
$2.25K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
315New |
$27.6K - $34.7K
|
315
$28.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.2K+ 148.91% |
$455K - $573K
|
8.69K
$781K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 37.17% |
$971K - $1.22M
|
41K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-200- 1.14% |
$17.5K - $22K
|
17.3K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.8K+ 244.46% |
$1.9M - $2.4M
|
30.7K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.43K+ 201.95% |
$300K - $377K
|
5.12K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-970- 0.5% |
$84.9K - $107K
|
194K
$17.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 0.72% |
$103K - $129K
|
161K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
21.6KNew |
$1.89M - $2.38M
|
21.6K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.17KNew |
$190K - $239K
|
2.17K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.93K+ 24.55% |
$519K - $653K
|
30.1K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-252- 2.47% |
$22.1K - $27.8K
|
9.94K
$893K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
54+ 0.47% |
$4.73K - $5.95K
|
11.5K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.83KNew |
$247K - $311K
|
2.83K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-271- 1.99% |
$23.7K - $29.9K
|
13.3K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.56% |
$4.38K - $5.51K
|
8.8K
$791K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
555New |
$48.6K - $61.1K
|
555
$49.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.14K+ 327.1% |
$799K - $1.01M
|
11.9K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.42KNew |
$737K - $928K
|
8.42K
$757K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
142+ 15.35% |
$12.4K - $15.6K
|
1.07K
$95.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.4K+ 5.33% |
$210K - $264K
|
47.4K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.77K- 2.72% |
$155K - $195K
|
63.3K
$5.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
62.7K+ 102.72% |
$5.48M - $6.91M
|
124K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
13.2KNew |
$1.16M - $1.46M
|
13.2K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.1K+ 1.62% |
$96.3K - $121K
|
69.2K
$6.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
515K+ 866.93% |
$45.1M - $56.8M
|
575K
$51.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
375+ 8.16% |
$32.8K - $41.3K
|
4.97K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.99K+ 21.98% |
$261K - $329K
|
16.6K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
422+ 0.49% |
$36.9K - $46.5K
|
86.3K
$7.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 32.18% |
$1.03M - $1.3M
|
48.5K
$4.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
7.81K+ 19.15% |
$683K - $861K
|
48.6K
$4.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
338New |
$29.6K - $37.2K
|
338
$30.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385+ 27.82% |
$33.7K - $42.4K
|
1.77K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.84K+ 25.57% |
$598K - $753K
|
33.6K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.38KNew |
$208K - $262K
|
2.38K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
533+ 13.91% |
$46.6K - $58.7K
|
4.36K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.75KNew |
$241K - $303K
|
2.75K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
129+ 1.88% |
$11.3K - $14.2K
|
6.98K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
30KNew |
$2.63M - $3.31M
|
30K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4KNew |
$350K - $441K
|
4K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-330- 95.65% |
$28.9K - $36.4K
|
15
$1.35K
|