Latest Institutional Transactions on Ishares Expanded Tech Software (IGV)
This table provides information on the latest institutional transactions involving Ishares Expanded Tech Software (IGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465+ 19.42% |
$40.7K - $51.2K
|
2.86K
$287K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
65+ 0.46% |
$5.69K - $7.16K
|
14.2K
$1.43M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.04KNew |
$90.9K - $114K
|
1.04K
$104K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-234- 1.64% |
$20.5K - $25.8K
|
14K
$1.41M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-32.1K- 33.03% |
$2.81M - $3.54M
|
65.1K
$6.54M
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
4.44KNew |
$388K - $489K
|
4.44K
$446K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
280New |
$24.5K - $30.8K
|
280
$28.1K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
350K+ 175.7% |
$30.6M - $38.6M
|
549K
$55.2M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.36KNew |
$207K - $260K
|
2.36K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.2K+ 40.68% |
$4.74M - $5.97M
|
187K
$18.8M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-30- 22.22% |
$2.63K - $3.31K
|
105
$10.5K
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
1MNew |
$87.5M - $110M
|
1M
$100M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$200K - $251K
|
2.28K
$229K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 34.88% |
$2.49M - $3.14M
|
110K
$11.1M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
250K+ 41.79% |
$21.9M - $27.5M
|
848K
$85.1M
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
300KNew |
$26.3M - $33.1M
|
300K
$30.1M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 24.97% |
$883K - $1.11M
|
30.3K
$3.05M
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
30KNew |
$2.63M - $3.31M
|
30K
$3.01M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.5KNew |
$306K - $386K
|
3.5K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.18KNew |
$541K - $681K
|
6.18K
$621K
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
22.1KNew |
$1.93M - $2.43M
|
22.1K
$2.22M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
25.9KNew |
$2.27M - $2.86M
|
25.9K
$2.61M
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
243K+ 389.03% |
$21.3M - $26.8M
|
306K
$30.7M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-127- 9.75% |
$11.1K - $14K
|
1.18K
$118K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-22.7K- 71.48% |
$1.99M - $2.5M
|
9.05K
$909K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
875K+ 27.54% |
$76.5M - $96.4M
|
4.05M
$407M
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-55- 1.84% |
$4.81K - $6.06K
|
2.94K
$295K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
746+ 6.66% |
$65.3K - $82.2K
|
11.9K
$1.2M
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
91.1KNew |
$7.97M - $10M
|
91.1K
$9.15M
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-6- 0.01% |
$525 - $661
|
56.2K
$5.65M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.08KNew |
$269K - $339K
|
3.08K
$309K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-333- 8.34% |
$29.1K - $36.7K
|
3.66K
$367K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.9K+ 464.34% |
$1.13M - $1.42M
|
15.7K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-776- 5.83% |
$67.9K - $85.5K
|
12.5K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.13K- 1.03% |
$98.4K - $124K
|
108K
$10.8M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
177+ 1.86% |
$15.5K - $19.5K
|
9.7K
$975K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14.5K+ 89.49% |
$1.27M - $1.59M
|
30.7K
$3.08M
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.61K+ 141.33% |
$578K - $728K
|
11.3K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.84KNew |
$861K - $1.08M
|
9.84K
$988K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-200- 2.28% |
$17.5K - $22K
|
8.56K
$859K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.2K+ 281.7% |
$1.76M - $2.22M
|
27.3K
$2.74M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
459K+ 19.48% |
$40.2M - $50.6M
|
2.82M
$283M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
250KNew |
$21.9M - $27.5M
|
250K
$25.1M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.73K- 35.86% |
$589K - $741K
|
12K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
301+ 0.48% |
$26.3K - $33.2K
|
63.5K
$6.38M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20- 2.3% |
$1.75K - $2.2K
|
850
$85.4K
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
72+ 26.18% |
$6.3K - $7.93K
|
347
$34.9K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.94KNew |
$870K - $1.09M
|
9.94K
$998K
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-36.2K- 85.77% |
$3.17M - $3.99M
|
6K
$603K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-282- 3.77% |
$24.7K - $31.1K
|
7.21K
$724K
|