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 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
543New |
$179K - $222K
|
543
$58.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
534New |
$176K - $218K
|
534
$57.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
525New |
$173K - $215K
|
525
$56.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
504New |
$166K - $206K
|
504
$54.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
500New |
$165K - $204K
|
500
$53.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
379New |
$125K - $155K
|
379
$40.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
86New |
$28.3K - $35.2K
|
86
$9.24K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
60New |
$19.8K - $24.5K
|
60
$6.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$329 - $409
|
1
$107
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1+ 0.1% |
$329 - $409
|
956
$103K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.1% |
$329 - $409
|
956
$103K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
65KNew |
$21.7M - $23.9M
|
65K
$6.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.77KNew |
$925K - $1.02M
|
2.77K
$297K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
1.11KNew |
$372K - $408K
|
1.11K
$120K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
897+ 2.11% |
$300K - $329K
|
43.4K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
827New |
$277K - $304K
|
827
$88.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
609New |
$204K - $224K
|
609
$65.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
603+ 6.91% |
$202K - $221K
|
9.33K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
75New |
$25.1K - $27.5K
|
75
$8.06K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
73New |
$24.4K - $26.8K
|
73
$7.84K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
65+ 6500.0% |
$21.7K - $23.9K
|
66
$7.09K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50New |
$16.7K - $18.4K
|
50
$5.37K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2New |
$669 - $734
|
2
$215
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
7KNew |
$2.01M - $2.45M
|
7K
$752K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.58KNew |
$1.03M - $1.25M
|
3.58K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$805K - $979K
|
2.8K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.95K+ 61.9% |
$561K - $681K
|
5.1K
$548K
|
|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
806+ 36.74% |
$232K - $282K
|
3K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
800New |
$230K - $280K
|
800
$86K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
650New |
$187K - $227K
|
650
$69.8K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
177New |
$50.9K - $61.8K
|
177
$19K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
140+ 14000.0% |
$40.3K - $48.9K
|
141
$15.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
84New |
$24.2K - $29.3K
|
84
$9.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57New |
$16.4K - $19.9K
|
57
$6.12K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
53+ 94.64% |
$15.2K - $18.5K
|
109
$11.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$1.73K - $2.1K
|
6
$645
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$288 - $349
|
1
$107
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Truxt Investmentos Ltda.
|
BUY
|
- |
64.9KNew |
$16.2M - $19.8M
|
64.9K
$6.97M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.86KNew |
$716K - $873K
|
2.86K
$308K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.34KNew |
$335K - $408K
|
1.34K
$144K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
724New |
$181K - $221K
|
724
$77.8K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
700New |
$175K - $213K
|
700
$75.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
698New |
$174K - $213K
|
698
$75K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
141New |
$35.2K - $43K
|
141
$15.1K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
123New |
$30.7K - $37.5K
|
123
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$8.74K - $10.7K
|
35
$3.76K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$2K - $2.44K
|
8
$860
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$1.75K - $2.13K
|
7
$752
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
100KNew |
$4.84M - $27.5M
|
100K
$10.7M
|
|