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 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
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-45- 5.18% |
$4.77K - $5.3K
|
824
$88.5K
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
836+ 12.59% |
$88.6K - $98.5K
|
7.48K
$803K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
70+ 0.66% |
$7.42K - $8.25K
|
10.7K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
151+ 4.58% |
$16K - $17.8K
|
3.45K
$370K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 1.53% |
$3.18K - $3.53K
|
1.93K
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-191- 11.38% |
$20.2K - $22.5K
|
1.49K
$160K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
160+ 1.04% |
$17K - $18.8K
|
15.5K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.38K- 23.22% |
$465K - $516K
|
14.5K
$1.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-24- 0.1% |
$2.54K - $2.83K
|
23.1K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.11K+ 15.58% |
$224K - $249K
|
15.7K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-311- 3.23% |
$33K - $36.6K
|
9.32K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-1.75K- 11.42% |
$185K - $206K
|
13.6K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-892- 6.09% |
$94.5K - $105K
|
13.7K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
780+ 0.88% |
$82.6K - $91.9K
|
89.2K
$9.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.73K+ 6.73% |
$183K - $204K
|
27.4K
$2.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.7% |
$5.93K - $6.6K
|
3.35K
$360K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-236- 5.38% |
$25K - $27.8K
|
4.15K
$446K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.11K- 6.56% |
$224K - $249K
|
30.1K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
237+ 4.35% |
$25.1K - $27.9K
|
5.69K
$611K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-269- 1.3% |
$28.5K - $31.7K
|
20.5K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-185- 9.59% |
$19.6K - $21.8K
|
1.75K
$187K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
25+ 1.11% |
$2.65K - $2.94K
|
2.28K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 105.26% |
$4.24K - $4.71K
|
78
$8.38K
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.21K+ 5.5% |
$446K - $496K
|
80.7K
$8.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-171- 1.47% |
$18.1K - $20.1K
|
11.4K
$1.23M
|
|