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 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
137KNew |
$11.5M - $60.6M
|
137K
$14.8M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
8.8K+ 400.0% |
$735K - $3.89M
|
11K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-139K- 96.52% |
$11.6M - $61.2M
|
5K
$541K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.9K+ 400.0% |
$326K - $1.72M
|
4.88K
$528K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
66New |
$5.51K - $29.2K
|
66
$7.14K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 400.0% |
$1.67K - $8.84K
|
25
$2.71K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6K+ 400.0% |
$501K - $2.65M
|
7.5K
$812K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.7KNew |
$226K - $1.19M
|
2.7K
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68+ 400.0% |
$5.68K - $30.1K
|
85
$9.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
212+ 400.0% |
$17.7K - $93.7K
|
265
$28.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28+ 400.0% |
$2.34K - $12.4K
|
35
$3.79K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.37KNew |
$198K - $1.05M
|
2.37K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
680+ 400.0% |
$56.8K - $301K
|
850
$92K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
65New |
$5.43K - $28.7K
|
65
$7.04K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
35New |
$2.92K - $15.5K
|
35
$3.79K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
559+ 278.11% |
$46.7K - $247K
|
760
$82.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
520+ 400.0% |
$43.5K - $230K
|
650
$70.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.32K+ 338.71% |
$277K - $1.47M
|
4.3K
$465K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
198+ 257.14% |
$16.5K - $87.5K
|
275
$29.8K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.47K+ 336.65% |
$540K - $2.86M
|
8.39K
$908K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.76K+ 392.43% |
$147K - $779K
|
2.21K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.03K+ 400.0% |
$170K - $898K
|
2.54K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
152+ 400.0% |
$12.7K - $67.2K
|
190
$20.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.5KNew |
$962K - $5.09M
|
11.5K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-15.6K- 96.89% |
$1.3M - $6.9M
|
500
$54.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12+ 400.0% |
$1K - $5.3K
|
15
$1.62K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
136+ 400.0% |
$11.4K - $60.1K
|
170
$18.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
88+ 400.0% |
$7.35K - $38.9K
|
110
$11.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
8.62KNew |
$720K - $3.81M
|
8.62K
$933K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
455New |
$38K - $201K
|
455
$49.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
450+ 360.0% |
$37.6K - $199K
|
575
$62.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
352+ 400.0% |
$29.4K - $156K
|
440
$47.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.31K- 20.38% |
$110K - $580K
|
5.13K
$555K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.72K+ 400.0% |
$228K - $1.2M
|
3.41K
$369K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.69K+ 410.96% |
$391K - $2.07M
|
5.83K
$630K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 400.0% |
$124K - $658K
|
1.86K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
2.38KNew |
$198K - $1.05M
|
2.38K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 400.0% |
$668 - $3.54K
|
10
$1.08K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.98K+ 400.0% |
$165K - $875K
|
2.48K
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.94K+ 400.0% |
$162K - $857K
|
2.43K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.7K+ 413.0% |
$226K - $1.19M
|
3.36K
$363K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
6K+ 1066.07% |
$502K - $2.65M
|
6.57K
$711K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
24+ 400.0% |
$2.01K - $10.6K
|
30
$3.25K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.98K+ 400.04% |
$750K - $3.97M
|
11.2K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
212+ 400.0% |
$17.7K - $93.7K
|
265
$28.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.23KNew |
$187K - $987K
|
2.23K
$242K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.64K+ 400.0% |
$220K - $1.17M
|
3.3K
$357K
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
7.16K+ 400.0% |
$598K - $3.16M
|
8.95K
$968K
|
|
| Q4 2023 | |||||||
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-13.8KClosed |
$4.54M - $5.63M
|
0
$0
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.61K+ 55.95% |
$531K - $659K
|
4.5K
$487K
|
|