Latest Institutional Purchases of Ishares Expanded Tech Software (IGV)
This list provides information on the latest institutional transactions involving Ishares Expanded Tech Software (IGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
30KNew |
$2.63M - $3.31M
|
30K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
27.4KNew |
$2.4M - $3.02M
|
27.4K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$1.31M - $1.65M
|
15K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14KNew |
$1.22M - $1.54M
|
14K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.5KNew |
$1.1M - $1.38M
|
12.5K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
12.1KNew |
$1.06M - $1.33M
|
12.1K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.84KNew |
$861K - $1.08M
|
9.84K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.78KNew |
$681K - $857K
|
7.78K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.05KNew |
$617K - $777K
|
7.05K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
6.71KNew |
$587K - $739K
|
6.71K
$721K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
4.3KNew |
$376K - $474K
|
4.3K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
4.14KNew |
$362K - $456K
|
4.14K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4KNew |
$350K - $441K
|
4K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.48K+ 146.4% |
$304K - $383K
|
5.85K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.84KNew |
$248K - $312K
|
2.84K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.83KNew |
$247K - $311K
|
2.83K
$304K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.8KNew |
$245K - $308K
|
2.8K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.75KNew |
$241K - $303K
|
2.75K
$295K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
2.7KNew |
$236K - $297K
|
2.7K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$200K - $251K
|
2.28K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.19KNew |
$191K - $241K
|
2.19K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.17KNew |
$190K - $239K
|
2.17K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.14KNew |
$187K - $235K
|
2.14K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.02KNew |
$176K - $222K
|
2.02K
$216K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.89KNew |
$165K - $208K
|
1.89K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
895New |
$78.3K - $98.6K
|
895
$96.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
814+ 21.92% |
$71.2K - $89.7K
|
4.53K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$67.8K - $85.4K
|
775
$83.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
758New |
$66.3K - $83.5K
|
758
$81.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
555New |
$48.6K - $61.1K
|
555
$59.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
500New |
$43.8K - $55.1K
|
500
$53.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
494New |
$43.2K - $54.4K
|
494
$53.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
491New |
$43K - $54.1K
|
491
$52.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
490New |
$42.9K - $54K
|
490
$52.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
396New |
$34.7K - $43.6K
|
396
$42.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
338New |
$29.6K - $37.2K
|
338
$36.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
315New |
$27.6K - $34.7K
|
315
$33.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
280New |
$24.5K - $30.8K
|
280
$30.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
250New |
$21.9K - $27.5K
|
250
$26.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
225New |
$19.7K - $24.8K
|
225
$24.2K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
200New |
$17.5K - $22K
|
200
$21.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
115New |
$10.1K - $12.7K
|
115
$12.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
105New |
$9.19K - $11.6K
|
105
$11.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
96New |
$8.4K - $10.6K
|
96
$10.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75New |
$6.56K - $8.26K
|
75
$8.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
60New |
$5.25K - $6.61K
|
60
$6.45K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.34% |
$4.38K - $5.51K
|
3.78K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40New |
$3.5K - $4.41K
|
40
$4.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25New |
$2.19K - $2.75K
|
25
$2.69K
|
|