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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2.62K+ 386.01% |
$219K - $1.16M
|
3.3K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.8KNew |
$318K - $1.68M
|
3.8K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.94K+ 400.0% |
$162K - $859K
|
2.43K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.2K+ 400.0% |
$267K - $1.41M
|
4K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4+ 400.0% |
$334 - $1.77K
|
5
$508
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14.1K+ 200.71% |
$1.17M - $6.21M
|
21.1K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.36K+ 400.0% |
$281K - $1.49M
|
4.2K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.25K+ 400.0% |
$188K - $995K
|
2.82K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.82MNew |
$152M - $806M
|
1.82M
$185M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.29K+ 313.7% |
$191K - $1.01M
|
3.02K
$307K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
232+ 400.0% |
$19.4K - $103K
|
290
$29.5K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
375New |
$31.3K - $166K
|
375
$38.1K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.7K+ 215.76% |
$142K - $751K
|
2.49K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
316+ 400.0% |
$26.4K - $140K
|
395
$40.1K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.4K+ 400.0% |
$284K - $1.5M
|
4.25K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
724+ 400.0% |
$60.5K - $320K
|
905
$91.9K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.09K+ 334.4% |
$175K - $924K
|
2.72K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
28+ 400.0% |
$2.34K - $12.4K
|
35
$3.55K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.44K+ 400.0% |
$455K - $2.4M
|
6.8K
$691K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.8K+ 400.0% |
$234K - $1.24M
|
3.5K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.23K+ 601.68% |
$270K - $1.43M
|
3.77K
$383K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.3K+ 399.65% |
$1.44M - $7.63M
|
21.6K
$2.19M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
62.7K+ 426.08% |
$5.24M - $27.7M
|
77.5K
$7.87M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.34K+ 400.0% |
$196K - $1.03M
|
2.93K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
11.9K+ 583.92% |
$992K - $5.25M
|
13.9K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
29.6K+ 400.0% |
$2.47M - $13.1M
|
36.9K
$3.75M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400+ 400.0% |
$33.4K - $177K
|
500
$50.8K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.27K+ 392.21% |
$189K - $1M
|
2.85K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
3.75KNew |
$313K - $1.66M
|
3.75K
$381K
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
PUT |
12.5KNew |
$1.04M - $5.53M
|
12.5K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7.92K+ 395.01% |
$662K - $3.5M
|
9.93K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21K+ 1269.47% |
$101K - $533K
|
1.3K
$132K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
137KNew |
$11.5M - $60.6M
|
137K
$13.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.65K+ 288.55% |
$556K - $2.94M
|
8.96K
$910K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
8.8K+ 400.0% |
$735K - $3.89M
|
11K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.98K+ 400.0% |
$249K - $1.32M
|
3.73K
$378K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.35K+ 239.96% |
$197K - $1.04M
|
3.34K
$339K
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-139K- 96.52% |
$11.6M - $61.2M
|
5K
$508K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.21KNew |
$268K - $1.42M
|
3.21K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.9K+ 400.0% |
$326K - $1.72M
|
4.88K
$495K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
66New |
$5.51K - $29.2K
|
66
$6.7K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 400.0% |
$1.67K - $8.84K
|
25
$2.54K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6K+ 400.0% |
$501K - $2.65M
|
7.5K
$762K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.7KNew |
$226K - $1.19M
|
2.7K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68+ 400.0% |
$5.68K - $30.1K
|
85
$8.63K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
212+ 400.0% |
$17.7K - $93.7K
|
265
$26.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28+ 400.0% |
$2.34K - $12.4K
|
35
$3.55K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
460New |
$38.4K - $203K
|
460
$46.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.37KNew |
$198K - $1.05M
|
2.37K
$241K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.9K+ 414.29% |
$242K - $1.28M
|
3.6K
$366K
|