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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
22.7K+ 191.18% |
$1.99M - $2.5M
|
34.6K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.78K+ 316.76% |
$243K - $306K
|
3.66K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
514+ 7.25% |
$45K - $56.6K
|
7.6K
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
78.1KNew |
$6.84M - $8.61M
|
78.1K
$7.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
865+ 2.36% |
$75.7K - $95.3K
|
37.5K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.88K- 16.79% |
$340K - $428K
|
19.2K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
225New |
$19.7K - $24.8K
|
225
$20.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-271- 8.75% |
$23.7K - $29.9K
|
2.83K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-725- 6.93% |
$63.4K - $79.9K
|
9.73K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-800- 15.38% |
$70K - $88.1K
|
4.4K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-334- 9.53% |
$29.2K - $36.8K
|
3.17K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-24- 0.64% |
$2.1K - $2.64K
|
3.71K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60New |
$5.25K - $6.61K
|
60
$5.59K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10KNew |
$875K - $1.1M
|
10K
$931K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 3.25% |
$114K - $143K
|
38.7K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.95KNew |
$258K - $325K
|
2.95K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-107- 2.54% |
$9.36K - $11.8K
|
4.1K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-95- 2.75% |
$8.31K - $10.5K
|
3.36K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-455- 6.82% |
$39.8K - $50.1K
|
6.22K
$579K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
255+ 5.21% |
$22.3K - $28.1K
|
5.15K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-118- 0.53% |
$10.3K - $13K
|
22.2K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
352+ 1.11% |
$30.8K - $38.8K
|
32.1K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
210+ 3.25% |
$18.4K - $23.1K
|
6.68K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
8.96KNew |
$784K - $987K
|
8.96K
$834K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.53KNew |
$309K - $389K
|
3.53K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$153K - $193K
|
1
$93.1
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.66K+ 114.88% |
$583K - $734K
|
12.5K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.78KNew |
$681K - $857K
|
7.78K
$724K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.77K+ 1.92% |
$155K - $195K
|
93.7K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.3K- 25.71% |
$202K - $254K
|
6.66K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
486+ 4.79% |
$42.5K - $53.5K
|
10.6K
$989K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 46.02% |
$137K - $172K
|
4.97K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1+ 0.03% |
$87.5 - $110
|
3.77K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.3K+ 189.76% |
$551K - $694K
|
9.62K
$896K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.11KNew |
$184K - $232K
|
2.11K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.98K+ 7.65% |
$261K - $329K
|
42K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-160- 2.54% |
$14K - $17.6K
|
6.15K
$572K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
121+ 3.57% |
$10.6K - $13.3K
|
3.52K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.03K+ 20.91% |
$265K - $334K
|
17.5K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.81K+ 79.31% |
$421K - $530K
|
10.9K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.01K+ 18.83% |
$351K - $441K
|
25.3K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
250+ 1.99% |
$21.9K - $27.5K
|
12.8K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
28KNew |
$2.45M - $3.09M
|
28K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10+ 0.11% |
$875 - $1.1K
|
8.88K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
454+ 19.12% |
$39.7K - $50K
|
2.83K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 10.55% |
$17.5K - $22K
|
1.7K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5KNew |
$438K - $551K
|
5K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-882- 21.9% |
$77.2K - $97.2K
|
3.15K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
518K+ 524.7% |
$45.3M - $57M
|
616K
$57.4M
|