Modern Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,091 shares of IGV stock, worth $1.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,091
Previous 11,972 0.99%
Holding current value
$1.31 Million
Previous $1.07 Billion 99.9%
% of portfolio
0.04%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
$88.3 - $107.83 $10,507 - $12,831
119 Added 0.99%
12,091 $1.08 Million
Q1 2025

May 15, 2025
BUY
$88.3 - $107.83 $86,798 - $105,996
983 Added 8.95%
11,972 $1.07 Billion
Q4 2024

May 30, 2025
SELL
$87.5 - $110.17 $87,062 - $109,619
-995 Reduced 8.31%
10,977 $1.1 Million
Q4 2024

May 29, 2025
SELL
$87.5 - $110.17 $87,062 - $109,619
-995 Reduced 8.31%
10,977 $1.1 Million
Q4 2024

Feb 11, 2025
BUY
$87.5 - $110.17 $37,975 - $47,813
434 Added 4.11%
10,989 $1.17 Billion
Q3 2024

May 30, 2025
SELL
$77.94 - $89.37 $110,440 - $126,637
-1,417 Reduced 11.84%
10,555 $943,000
Q3 2024

May 29, 2025
SELL
$77.94 - $89.37 $110,440 - $126,637
-1,417 Reduced 11.84%
10,555 $943,000
Q3 2024

Nov 05, 2024
BUY
$77.94 - $89.37 $47,387 - $54,336
608 Added 6.11%
10,555 $943 Million
Q2 2024

May 29, 2025
SELL
$77.36 - $86.9 $156,654 - $175,972
-2,025 Reduced 16.91%
9,947 $864,000
Q2 2024

Aug 07, 2024
BUY
$77.36 - $86.9 $1,547 - $1,738
20 Added 0.2%
9,947 $864 Million
Q1 2024

May 28, 2025
BUY
$83.56 - $442.01 $113,140 - $598,481
1,354 Added 11.31%
13,326 $1.14 Billion
Q1 2024

May 13, 2024
BUY
$83.56 - $442.01 $829,500 - $4.39 Million
9,927 New
9,927 $808 Million

Others Institutions Holding IGV

# of Institutions
724
Shares Held
72.9M
Call Options Held
9.6M
Put Options Held
2.51M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

IGV Quotes by TradingView
  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
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