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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.92K- 15.14% |
$204K - $226K
|
10.8K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.57KNew |
$272K - $302K
|
2.57K
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-36.5K- 35.79% |
$3.87M - $4.3M
|
65.5K
$7.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-309- 4.11% |
$32.7K - $36.4K
|
7.2K
$774K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-7- 0.23% |
$742 - $825
|
2.98K
$320K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-325- 7.46% |
$34.4K - $38.3K
|
4.03K
$433K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
813+ 1.41% |
$86.1K - $95.8K
|
58.3K
$6.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.2K- 33.81% |
$1.08M - $1.2M
|
20K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
78.3KNew |
$8.3M - $9.23M
|
78.3K
$8.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.95K+ 4.61% |
$524K - $583K
|
112K
$12.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
765New |
$81.1K - $90.1K
|
765
$82.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.66K- 1.65% |
$176K - $196K
|
99K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-920K- 56.22% |
$97.5M - $108M
|
717K
$77M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
392+ 15.22% |
$41.5K - $46.2K
|
2.97K
$319K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.99K+ 161.74% |
$847K - $941K
|
12.9K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.16K- 1.92% |
$123K - $136K
|
59.2K
$6.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.89KNew |
$200K - $222K
|
1.89K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-315- 14.39% |
$33.4K - $37.1K
|
1.87K
$201K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
18.7KNew |
$1.98M - $2.2M
|
18.7K
$2.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.1KNew |
$117K - $130K
|
1.1K
$118K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-794- 1.27% |
$84.1K - $93.5K
|
61.8K
$6.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
336+ 0.62% |
$35.6K - $39.6K
|
55K
$5.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-962- 87.69% |
$102K - $113K
|
135
$14.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.6K+ 19.96% |
$169K - $188K
|
9.59K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.21K- 62.74% |
$340K - $378K
|
1.9K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-636- 4.61% |
$67.4K - $74.9K
|
13.2K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.01KNew |
$213K - $237K
|
2.01K
$216K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
289+ 2.24% |
$30.6K - $34K
|
13.2K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.84K- 44.73% |
$513K - $570K
|
5.98K
$642K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-660- 26.88% |
$69.9K - $77.7K
|
1.8K
$193K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.78K+ 4.05% |
$506K - $563K
|
123K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.88KNew |
$305K - $339K
|
2.88K
$309K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
613+ 7.88% |
$65K - $72.2K
|
8.4K
$902K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-48- 1.34% |
$5.09K - $5.65K
|
3.54K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
642+ 35.93% |
$68K - $75.6K
|
2.43K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.61M- 86.41% |
$170M - $189M
|
253K
$27.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
186+ 232.5% |
$19.7K - $21.9K
|
266
$28.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30.8K- 89.89% |
$3.27M - $3.63M
|
3.47K
$373K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.15K- 20.79% |
$227K - $253K
|
8.18K
$879K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
89New |
$9.43K - $10.5K
|
89
$9.56K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-6.3K- 13.4% |
$668K - $742K
|
40.7K
$4.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
3.13K+ 5.69% |
$332K - $369K
|
58.1K
$6.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.82KNew |
$193K - $214K
|
1.82K
$196K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.7K+ 52.46% |
$180K - $201K
|
4.95K
$532K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
50+ 1.54% |
$5.3K - $5.89K
|
3.31K
$355K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-325- 8.5% |
$34.4K - $38.3K
|
3.5K
$376K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
100+ 2.42% |
$10.6K - $11.8K
|
4.24K
$456K
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-7K- 11.35% |
$742K - $825K
|
54.7K
$5.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
350+ 2.34% |
$37.1K - $41.2K
|
15.3K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
335+ 9.22% |
$35.5K - $39.5K
|
3.97K
$427K
|
|