Whalen Wealth Management Inc. Ishares Expanded Tech Software Transaction History
Whalen Wealth Management Inc.
- $159 Billion
- Q2 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 3,147 shares of IGV stock, worth $345,005. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,147Holding current value
$345,005% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding IGV
# of Institutions
768Shares Held
73.6MCall Options Held
9.81MPut Options Held
2.38M-
Bank Of America Corp Charlotte, NC6.79MShares$745 Million0.05% of portfolio
-
Morgan Stanley New York, NY4.21MShares$461 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.15MShares$345 Million0.11% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L32.78MShares$305 Million2.56% of portfolio
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Migdal Insurance & Financial Holdings Ltd.2.72MShares$298 Million3.54% of portfolio