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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 10.55% |
$17.5K - $22K
|
1.7K
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5KNew |
$438K - $551K
|
5K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-882- 21.9% |
$77.2K - $97.2K
|
3.15K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
518K+ 524.7% |
$45.3M - $57M
|
616K
$61.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 4.1% |
$7K - $8.81K
|
1.87K
$188K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
738+ 25.51% |
$64.6K - $81.3K
|
3.63K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.9K- 68.45% |
$1.83M - $2.3M
|
9.64K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-162- 0.98% |
$14.2K - $17.8K
|
16.3K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.73K- 1.54% |
$151K - $190K
|
111K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
60+ 0.39% |
$5.25K - $6.61K
|
15.6K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
148+ 0.45% |
$13K - $16.3K
|
32.7K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
712New |
$62.3K - $78.4K
|
712
$71.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-75- 2.53% |
$6.56K - $8.26K
|
2.89K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42New |
$3.68K - $4.63K
|
42
$4.21K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.5K+ 16.02% |
$1.35M - $1.71M
|
112K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
445+ 3.96% |
$38.9K - $49K
|
11.7K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
497+ 1.48% |
$43.5K - $54.8K
|
34K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.27KNew |
$724K - $912K
|
8.27K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-360- 1.84% |
$31.5K - $39.7K
|
19.2K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
329+ 5.66% |
$28.8K - $36.2K
|
6.14K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-100- 0.62% |
$8.75K - $11K
|
16K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
41.3KNew |
$3.62M - $4.55M
|
41.3K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.06K+ 7.27% |
$180K - $226K
|
30.3K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75New |
$6.56K - $8.26K
|
75
$7.52K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
300+ 3.91% |
$26.3K - $33.1K
|
7.97K
$799K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.1K+ 105.09% |
$271K - $341K
|
6.04K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-207- 8.53% |
$18.1K - $22.8K
|
2.22K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
224+ 3.87% |
$19.6K - $24.7K
|
6.01K
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
855+ 28.51% |
$74.8K - $94.2K
|
3.85K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-320- 4.71% |
$28K - $35.3K
|
6.48K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
419+ 5.95% |
$36.7K - $46.2K
|
7.46K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-529- 3.01% |
$46.3K - $58.3K
|
17.1K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
14.9KNew |
$1.3M - $1.64M
|
14.9K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
159+ 3.4% |
$13.9K - $17.5K
|
4.83K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.13KNew |
$186K - $234K
|
2.13K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.53KNew |
$222K - $279K
|
2.53K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
7.97KNew |
$697K - $878K
|
7.97K
$799K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.44KNew |
$739K - $930K
|
8.44K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.55K- 2.29% |
$486K - $612K
|
237K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-163- 0.46% |
$14.3K - $18K
|
35.3K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 3.79% |
$9.89K - $12.4K
|
2.87K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
44.5KNew |
$3.89M - $4.9M
|
44.5K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
455+ 4.11% |
$39.8K - $50.1K
|
11.5K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.09K- 10.78% |
$95.3K - $120K
|
9.01K
$904K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
254+ 0.47% |
$22.2K - $28K
|
53.9K
$5.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.01% |
$87.5 - $110
|
8.92K
$894K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.23KNew |
$283K - $356K
|
3.23K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.82K- 5.37% |
$334K - $421K
|
67.4K
$6.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
48.4KNew |
$4.24M - $5.34M
|
48.4K
$4.86M
|