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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.61KNew |
$209K - $285K
|
2.61K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.95KNew |
$156K - $213K
|
1.95K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66New |
$5.29K - $7.23K
|
66
$7.09K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.12KNew |
$170K - $232K
|
2.12K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$8.02K - $11K
|
100
$10.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.27% |
$2K - $2.74K
|
9.4K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-357- 34.36% |
$28.6K - $39.1K
|
682
$73.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26- 2.13% |
$2.08K - $2.85K
|
1.19K
$128K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
245K+ 9.9% |
$19.6M - $26.8M
|
2.72M
$292M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.15KNew |
$252K - $345K
|
3.15K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$160K - $218K
|
2K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28New |
$2.24K - $3.07K
|
28
$3.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
55.9KNew |
$4.48M - $6.12M
|
55.9K
$6.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
127New |
$10.2K - $13.9K
|
127
$13.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-190- 2.11% |
$15.2K - $20.8K
|
8.81K
$947K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.16K- 30.84% |
$93.1K - $127K
|
2.61K
$280K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
4.63KNew |
$371K - $507K
|
4.63K
$498K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.24KNew |
$179K - $245K
|
2.24K
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.04K- 28.32% |
$323K - $442K
|
10.2K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
24.5K+ 128800.0% |
$1.96M - $2.68M
|
24.5K
$2.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
9.52KNew |
$763K - $1.04M
|
9.52K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-320- 3.95% |
$25.6K - $35K
|
7.78K
$836K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
433New |
$34.7K - $47.4K
|
433
$46.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
147KNew |
$11.8M - $16.1M
|
147K
$15.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-826- 6.89% |
$66.2K - $90.4K
|
11.2K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.01K+ 22.96% |
$241K - $329K
|
16.1K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
150New |
$12K - $16.4K
|
150
$16.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.08KNew |
$86.3K - $118K
|
1.08K
$116K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.29KNew |
$183K - $250K
|
2.29K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.33K+ 52.63% |
$347K - $474K
|
12.5K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-20- 40.0% |
$1.6K - $2.19K
|
30
$3.22K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.85KNew |
$148K - $203K
|
1.85K
$199K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-56- 0.81% |
$4.49K - $6.13K
|
6.88K
$739K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.13KNew |
$170K - $233K
|
2.13K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.5KNew |
$361K - $493K
|
4.5K
$484K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$179K - $245K
|
2.24K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
340+ 11.73% |
$27.3K - $37.2K
|
3.24K
$348K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-40- 16.67% |
$3.21K - $4.38K
|
200
$21.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8.5K- 26.81% |
$681K - $931K
|
23.2K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 14.76% |
$82.2K - $112K
|
5.92K
$636K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.96KNew |
$157K - $214K
|
1.96K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20K- 51.9% |
$1.6M - $2.19M
|
18.5K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
645New |
$51.7K - $70.6K
|
645
$69.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.91KNew |
$153K - $209K
|
1.91K
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.03K+ 361.58% |
$403K - $550K
|
6.42K
$689K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-398- 16.8% |
$31.9K - $43.6K
|
1.97K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.18KNew |
$174K - $238K
|
2.18K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.63K+ 50.21% |
$452K - $617K
|
16.9K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
250New |
$20K - $27.4K
|
250
$26.9K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
3.92KNew |
$314K - $429K
|
3.92K
$421K
|
|