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 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
10+ 0.7% |
$2.57K - $3.54K
|
1.43K
$145K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 22.73% |
$5.14K - $7.08K
|
68
$6.91K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-15Closed |
$3.86K - $5.31K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.31KNew |
$595K - $818K
|
2.31K
$235K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.86KNew |
$1.25M - $1.72M
|
4.86K
$494K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-783Closed |
$201K - $277K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.2KClosed |
$308K - $424K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-584Closed |
$150K - $207K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-838Closed |
$216K - $297K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-24Closed |
$6.17K - $8.5K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lynwood Capital Management Inc.
|
BUY
|
- |
5KNew |
$1.29M - $1.77M
|
5K
$508K
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-700Closed |
$180K - $248K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
200+ 10.15% |
$51.4K - $70.8K
|
2.17K
$220K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
25New |
$6.43K - $8.85K
|
25
$2.54K
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-1.42K- 56.34% |
$366K - $503K
|
1.1K
$112K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-197- 10.13% |
$50.7K - $69.7K
|
1.75K
$177K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-611Closed |
$157K - $216K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.63KClosed |
$418K - $576K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-28- 6.71% |
$7.2K - $9.91K
|
389
$39.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
30+ 1.49% |
$7.72K - $10.6K
|
2.05K
$208K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-13.5KClosed |
$3.47M - $4.77M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
14New |
$3.6K - $4.96K
|
14
$1.42K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-59Closed |
$15.2K - $20.9K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
27.8KNew |
$7.15M - $9.84M
|
27.8K
$2.82M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-983Closed |
$253K - $348K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20New |
$5.14K - $7.08K
|
20
$2.03K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-716Closed |
$184K - $253K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.23KClosed |
$315K - $434K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-653Closed |
$168K - $231K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-603Closed |
$155K - $213K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.56KNew |
$400K - $550K
|
1.56K
$158K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-110- 4.43% |
$28.3K - $38.9K
|
2.38K
$241K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
507New |
$130K - $179K
|
507
$51.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37KClosed |
$353K - $486K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-990Closed |
$255K - $350K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-122- 4.66% |
$31.4K - $43.2K
|
2.5K
$254K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-17- 25.76% |
$4.37K - $6.02K
|
49
$4.98K
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$2.12K - $2.75K
|
7
$711
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.01KClosed |
$305K - $397K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-18Closed |
$5.44K - $7.08K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
PUT |
63KNew |
$19M - $24.8M
|
63K
$6.4M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$30.2K - $39.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-530Closed |
$160K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
3.19KNew |
$964K - $1.25M
|
3.19K
$324K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-80Closed |
$24.2K - $31.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13- 9.22% |
$3.93K - $5.11K
|
128
$13K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-61- 47.66% |
$18.4K - $24K
|
67
$6.81K
|
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-151- 12.73% |
$45.6K - $59.4K
|
1.04K
$105K
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-7.5KClosed |
$2.27M - $2.95M
|
0
$0
|
|