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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.26K- 14.95% |
$111K - $136K
|
7.18K
$777K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.09% |
$5.3K - $6.47K
|
2.93K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
386+ 3.69% |
$34.1K - $41.6K
|
10.8K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
30.2KNew |
$2.66M - $3.25M
|
30.2K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.79K- 28.64% |
$246K - $301K
|
6.94K
$752K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.05K+ 253.83% |
$711K - $868K
|
11.2K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.72K- 5.67% |
$152K - $185K
|
28.6K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.1K- 98.88% |
$894K - $1.09M
|
115
$12.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-501- 5.05% |
$44.2K - $54K
|
9.43K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.15K+ 2.78% |
$102K - $124K
|
42.5K
$4.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.41K - $1.73K
|
16
$1.73K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
340+ 13.42% |
$30K - $36.7K
|
2.87K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
8.1K+ 162.0% |
$715K - $873K
|
13.1K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.91K- 7.94% |
$787K - $961K
|
103K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
200+ 3.09% |
$17.7K - $21.6K
|
6.68K
$723K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.67K+ 20.99% |
$148K - $180K
|
9.64K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.05K- 14.61% |
$181K - $221K
|
12K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
91+ 1.1% |
$8.04K - $9.81K
|
8.37K
$905K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
482+ 5.4% |
$42.6K - $52K
|
9.41K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
19.5KNew |
$1.72M - $2.1M
|
19.5K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92+ 219.05% |
$8.12K - $9.92K
|
134
$14.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-200- 2.51% |
$17.7K - $21.6K
|
7.77K
$840K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
442+ 0.66% |
$39K - $47.7K
|
67.8K
$7.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
900+ 8.78% |
$79.5K - $97K
|
11.2K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
32.6KNew |
$2.88M - $3.52M
|
32.6K
$3.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
33.7KNew |
$2.97M - $3.63M
|
33.7K
$3.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$4.42K - $5.39K
|
50
$5.41K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
234+ 52.0% |
$20.7K - $25.2K
|
684
$74K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
5.54KNew |
$489K - $597K
|
5.54K
$600K
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
147KNew |
$12.9M - $16.2M
|
147K
$15.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.28K+ 2.08% |
$637K - $802K
|
358K
$38.7M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.8KNew |
$245K - $308K
|
2.8K
$303K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.89KNew |
$165K - $208K
|
1.89K
$204K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-730- 11.36% |
$63.9K - $80.4K
|
5.7K
$616K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-175- 4.96% |
$15.3K - $19.3K
|
3.35K
$363K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
250New |
$21.9K - $27.5K
|
250
$27.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.65% |
$1.4K - $1.76K
|
2.47K
$267K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-425- 4.79% |
$37.2K - $46.8K
|
8.44K
$914K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-873- 18.77% |
$76.4K - $96.2K
|
3.78K
$409K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
65+ 0.46% |
$5.69K - $7.16K
|
14.2K
$1.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.04KNew |
$90.9K - $114K
|
1.04K
$112K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
280New |
$24.5K - $30.8K
|
280
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
350K+ 175.7% |
$30.6M - $38.6M
|
549K
$59.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
1MNew |
$87.5M - $110M
|
1M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$200K - $251K
|
2.28K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
300KNew |
$26.3M - $33.1M
|
300K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
30KNew |
$2.63M - $3.31M
|
30K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
25.9KNew |
$2.27M - $2.86M
|
25.9K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.08KNew |
$269K - $339K
|
3.08K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.84KNew |
$861K - $1.08M
|
9.84K
$1.07M
|
|