Peak Financial Advisors LLC Ishares Expanded Tech Software Transaction History

Peak Financial Advisors LLC

  • $151 Million
  • Q2 2025

A detailed history of Peak Financial Advisors LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Peak Financial Advisors LLC holds 31,722 shares of IGV stock, worth $3.43 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
31,722
Previous 30,658 3.47%
Holding current value
$3.43 Million
Previous $2.76 Million 26.06%
% of portfolio
2.3%
Previous 1.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$80.15 - $109.5 $85,279 - $116,508
1,064 Added 3.47%
31,722 $3.47 Million
Q1 2025

Apr 10, 2025
BUY
$88.3 - $107.83 $2.71 Million - $3.31 Million
30,658 New
30,658 $2.76 Million
Q4 2022

Jan 12, 2023
BUY
$48.41 - $274.91 $11,085 - $62,954
229 Added 4.39%
5,442 $1.39 Billion
Q3 2022

Oct 26, 2022
BUY
$50.03 - $317.25 $22,463 - $142,445
449 Added 9.42%
5,213 $1.3 Million
Q2 2022

Jul 14, 2022
BUY
$257.24 - $353.96 $1.23 Million - $1.69 Million
4,764 New
4,764 $1.28 Million

Others Institutions Holding IGV

# of Institutions
720
Shares Held
72.8M
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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