Curio Wealth, LLC Ishares Expanded Tech Software Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Curio Wealth, LLC holds 24,979 shares of IGV stock, worth $2.29 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

24,979

Holding current value

$2.29 Million

% of portfolio

1.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$87.5 - $110.17 $2.19 Million - $2.75 Million	24,979 New	24,979 $2.5 Billion

Others Institutions Holding IGV

# of Institutions

703

Shares Held

55.3M

Call Options Held

8.71M

Put Options Held

3.48M

Bank Of America Corp Charlotte, NC

4.05M
Shares

$371 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.89M
Shares

$357 Million
0.03% of portfolio
Ubs Group Ag

2.82M
Shares

$258 Million
0.05% of portfolio
Migdal Insurance & Financial Holdings Ltd.

2.81M
Shares

$258 Million
4.04% of portfolio
Menora Mivtachim Holdings Ltd.

2.59M
Shares

$237 Million
1.63% of portfolio

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

More about IGV

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