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 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
PUT |
320K+ 400.0% |
$15.5M - $88M
|
400K
$40.6M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.33K- 50.32% |
$210K - $1.19M
|
4.28K
$435K
|
|
Feb 08, 2023
Q4 2022
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
3.75KNew |
$182K - $1.03M
|
3.75K
$381K
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
889New |
$43K - $244K
|
889
$90.3K
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-580- 31.35% |
$28.1K - $159K
|
1.27K
$129K
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-1K- 33.33% |
$48.4K - $275K
|
2K
$203K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-147- 3.24% |
$7.12K - $40.4K
|
4.39K
$446K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.16KNew |
$153K - $869K
|
3.16K
$321K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
264New |
$12.8K - $72.6K
|
264
$26.8K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.65K - $9.35K
|
34
$3.45K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.87KNew |
$333K - $1.89M
|
6.87K
$698K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
91New |
$4.41K - $25K
|
91
$9.24K
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
1.03KNew |
$49.8K - $283K
|
1.03K
$105K
|
|
Jan 27, 2023
Q4 2022
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
35.3KNew |
$1.71M - $9.7M
|
35.3K
$3.59M
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-557- 13.54% |
$27K - $153K
|
3.56K
$361K
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
344New |
$16.7K - $94.6K
|
344
$34.9K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.93K- 79.83% |
$336K - $1.91M
|
1.75K
$178K
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
835New |
$40.4K - $230K
|
835
$84.8K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
130New |
$6.29K - $35.7K
|
130
$13.2K
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-305- 12.58% |
$14.8K - $83.8K
|
2.12K
$215K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-250- 79.62% |
$12.1K - $68.7K
|
64
$6.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
24New |
$1.16K - $6.6K
|
24
$2.44K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-5.4K- 47.37% |
$261K - $1.48M
|
6K
$609K
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
229+ 4.39% |
$11.1K - $63K
|
5.44K
$553K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
27New |
$1.31K - $7.42K
|
27
$2.74K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
226New |
$10.9K - $62.1K
|
226
$23K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.01KNew |
$48.9K - $278K
|
1.01K
$103K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40Closed |
$2K - $12.7K
|
0
$0
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-354- 8.98% |
$17.7K - $112K
|
3.59K
$365K
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.22K- 26.46% |
$261K - $1.66M
|
14.5K
$1.47M
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
42.9KNew |
$2.15M - $13.6M
|
42.9K
$4.36M
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.24KNew |
$312K - $1.98M
|
6.24K
$634K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
CALL |
900New |
$45K - $286K
|
900
$91.4K
|
|
Nov 14, 2022
Q3 2022
|
Noked Capital LTD
Tel Aviv, L3 |
BUY
|
- |
11.6KNew |
$578K - $3.66M
|
11.6K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-2.98K- 35.95% |
$149K - $944K
|
5.3K
$538K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.73KNew |
$86.5K - $548K
|
1.73K
$176K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
860New |
$43K - $273K
|
860
$87.4K
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
83.6KNew |
$4.18M - $26.5M
|
83.6K
$8.49M
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
58.1KNew |
$2.91M - $18.4M
|
58.1K
$5.91M
|
|
Nov 14, 2022
Q3 2022
|
Luminus Management LLC
Houston, TX |
BUY
|
- |
20KNew |
$1M - $6.35M
|
20K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.6K- 81.8% |
$180K - $1.14M
|
801
$81.4K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-300- 97.72% |
$15K - $95.2K
|
7
$711
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-60- 6.44% |
$3K - $19K
|
871
$88.5K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-142- 5.38% |
$7.1K - $45K
|
2.5K
$253K
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.1KNew |
$55.1K - $350K
|
1.1K
$112K
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.56KNew |
$77.8K - $493K
|
1.56K
$158K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
4.98K+ 6.71% |
$249K - $1.58M
|
79.2K
$8.04M
|
|
Nov 04, 2022
Q3 2022
|
Game Creek Capital, LP
Boston, MA |
BUY
|
PUT |
8KNew |
$400K - $2.54M
|
8K
$813K
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-14K- 31.82% |
$700K - $4.44M
|
30K
$3.05M
|
|
Oct 26, 2022
Q3 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
2KNew |
$100K - $635K
|
2K
$203K
|