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 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
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-347- 2.56% |
$36.8K - $40.9K
|
13.2K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
904New |
$95.8K - $106K
|
904
$97.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-12K- 84.83% |
$1.27M - $1.41M
|
2.14K
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
427New |
$45.2K - $50.3K
|
427
$45.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-275- 0.96% |
$29.1K - $32.4K
|
28.4K
$3.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$106 - $118
|
13.7K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-13- 0.3% |
$1.38K - $1.53K
|
4.28K
$459K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10- 0.49% |
$1.06K - $1.18K
|
2.03K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-41K- 87.54% |
$4.35M - $4.83M
|
5.84K
$627K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.76K+ 1.17% |
$186K - $207K
|
152K
$16.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-47- 0.8% |
$4.98K - $5.54K
|
5.81K
$624K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.53K+ 37.35% |
$586K - $652K
|
20.3K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.59K- 19.94% |
$275K - $306K
|
10.4K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
164+ 2.99% |
$17.4K - $19.3K
|
5.66K
$608K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.75KNew |
$185K - $206K
|
1.75K
$188K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.76KNew |
$186K - $207K
|
1.76K
$189K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
686+ 1.58% |
$72.7K - $80.8K
|
44.1K
$4.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
80New |
$8.48K - $9.42K
|
80
$8.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-234- 34.21% |
$24.8K - $27.6K
|
450
$48.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.55K+ 25.35% |
$164K - $182K
|
7.64K
$821K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104K- 46.29% |
$11.1M - $12.3M
|
121K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1.61M- 99.16% |
$170M - $189M
|
13.6K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.93KNew |
$311K - $345K
|
2.93K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.47K- 8.35% |
$262K - $291K
|
27.1K
$2.91M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-924- 1.04% |
$97.9K - $109K
|
87.5K
$9.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.53K+ 7.25% |
$268K - $297K
|
37.4K
$4.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
605+ 8.39% |
$64.1K - $71.3K
|
7.82K
$840K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.12K+ 5.8% |
$224K - $249K
|
38.6K
$4.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.94K+ 6.64% |
$312K - $347K
|
47.2K
$5.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-524- 37.59% |
$55.5K - $61.7K
|
870
$93.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-584- 4.41% |
$61.9K - $68.8K
|
12.7K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-205- 0.68% |
$21.7K - $24.1K
|
30K
$3.22M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-8.2K- 8.75% |
$869K - $966K
|
85.5K
$9.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
3.16KNew |
$334K - $372K
|
3.16K
$339K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-503- 3.28% |
$53.3K - $59.2K
|
14.8K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.83KNew |
$194K - $215K
|
1.83K
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.63K+ 31.03% |
$172K - $192K
|
6.87K
$738K
|
|