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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.25K+ 446.17% |
$355K - $1.88M
|
5.21K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.22K+ 400.0% |
$352K - $1.86M
|
5.27K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
4K+ 400.0% |
$334K - $1.77M
|
5K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4K+ 400.0% |
$334K - $1.77M
|
5K
$433K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.9K+ 400.0% |
$326K - $1.72M
|
4.88K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.8KNew |
$318K - $1.68M
|
3.8K
$329K
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
3.75KNew |
$313K - $1.66M
|
3.75K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.4K+ 400.0% |
$284K - $1.5M
|
4.25K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.38KNew |
$282K - $1.49M
|
3.38K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.36K+ 400.0% |
$281K - $1.49M
|
4.2K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.32K+ 338.71% |
$277K - $1.47M
|
4.3K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.29K+ 410.63% |
$274K - $1.45M
|
4.09K
$354K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.23K+ 601.68% |
$270K - $1.43M
|
3.77K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.2K+ 400.0% |
$267K - $1.41M
|
4K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.8K+ 400.0% |
$234K - $1.24M
|
3.5K
$303K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.73KNew |
$228K - $1.2M
|
2.73K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.72K+ 400.0% |
$228K - $1.2M
|
3.41K
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.71KNew |
$226K - $1.2M
|
2.71K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.7KNew |
$226K - $1.19M
|
2.7K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.7K+ 413.0% |
$226K - $1.19M
|
3.36K
$291K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.64K+ 400.0% |
$220K - $1.17M
|
3.3K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2.62K+ 386.01% |
$219K - $1.16M
|
3.3K
$286K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.55K+ 400.0% |
$213K - $1.13M
|
3.19K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.44K+ 400.0% |
$204K - $1.08M
|
3.06K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.38KNew |
$198K - $1.05M
|
2.38K
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
2.38KNew |
$198K - $1.05M
|
2.38K
$206K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.37KNew |
$198K - $1.05M
|
2.37K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.35K+ 239.96% |
$197K - $1.04M
|
3.34K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.34K+ 400.0% |
$196K - $1.03M
|
2.93K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.29K+ 313.7% |
$191K - $1.01M
|
3.02K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.27K+ 392.21% |
$189K - $1M
|
2.85K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.25K+ 400.0% |
$188K - $995K
|
2.82K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.23KNew |
$187K - $987K
|
2.23K
$193K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.09K+ 334.4% |
$175K - $924K
|
2.72K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.03K+ 400.0% |
$170K - $898K
|
2.54K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
2K+ 400.0% |
$167K - $884K
|
2.5K
$216K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.98K+ 400.0% |
$165K - $875K
|
2.48K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.94K+ 400.0% |
$162K - $859K
|
2.43K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.94K+ 400.0% |
$162K - $857K
|
2.43K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.76K+ 392.43% |
$147K - $779K
|
2.21K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.71K+ 592.04% |
$143K - $756K
|
2K
$173K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.58K+ 305.41% |
$132K - $699K
|
2.1K
$182K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 400.0% |
$124K - $658K
|
1.86K
$161K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
724+ 400.0% |
$60.5K - $320K
|
905
$78.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
714+ 492.41% |
$59.7K - $316K
|
859
$74.4K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
688+ 380.11% |
$57.5K - $304K
|
869
$75.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
680+ 400.0% |
$56.8K - $301K
|
850
$73.6K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
668+ 287.93% |
$55.8K - $295K
|
900
$77.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
559+ 278.11% |
$46.7K - $247K
|
760
$65.8K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
524+ 400.0% |
$43.8K - $232K
|
655
$56.7K
|