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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
609New |
$204K - $224K
|
609
$65.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.77KNew |
$925K - $1.02M
|
2.77K
$300K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-12K- 39.45% |
$4.03M - $4.42M
|
18.5K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
897+ 2.11% |
$300K - $329K
|
43.4K
$4.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-371- 27.02% |
$124K - $136K
|
1K
$108K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50New |
$16.7K - $18.4K
|
50
$5.41K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
1.11KNew |
$372K - $408K
|
1.11K
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2New |
$669 - $734
|
2
$216
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
53+ 94.64% |
$15.2K - $18.5K
|
109
$11.8K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
177New |
$50.9K - $61.8K
|
177
$19.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-30.4K- 83.52% |
$8.74M - $10.6M
|
6K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$288 - $349
|
1
$108
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-50- 1.58% |
$14.4K - $17.5K
|
3.12K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
140+ 14000.0% |
$40.3K - $48.9K
|
141
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-144- 10.08% |
$41.4K - $50.3K
|
1.29K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.58KNew |
$1.03M - $1.25M
|
3.58K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.6KNew |
$4.49M - $5.45M
|
15.6K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
7KNew |
$2.01M - $2.45M
|
7K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$805K - $979K
|
2.8K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-179- 2.1% |
$51.5K - $62.5K
|
8.33K
$902K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57New |
$16.4K - $19.9K
|
57
$6.17K
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
800New |
$230K - $280K
|
800
$86.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.95K+ 61.9% |
$561K - $681K
|
5.1K
$552K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
84New |
$24.2K - $29.3K
|
84
$9.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.6KNew |
$460K - $559K
|
1.6K
$173K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-120- 0.9% |
$34.5K - $41.9K
|
13.2K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
806+ 36.74% |
$232K - $282K
|
3K
$325K
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.62K- 60.35% |
$1.33M - $1.61M
|
3.03K
$328K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-113- 3.53% |
$32.5K - $39.5K
|
3.09K
$334K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
650New |
$187K - $227K
|
650
$70.4K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-76- 1.72% |
$21.9K - $26.6K
|
4.34K
$469K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$1.73K - $2.1K
|
6
$649
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-10Closed |
$2.5K - $3.05K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.86KNew |
$716K - $873K
|
2.86K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-134K- 99.26% |
$33.4M - $40.7M
|
1K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$8.74K - $10.7K
|
35
$3.79K
|
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-8.62K- 80.24% |
$2.15M - $2.63M
|
2.12K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-38- 4.06% |
$9.49K - $11.6K
|
897
$97.1K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 2.0% |
$250 - $305
|
49
$5.3K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$1.75K - $2.13K
|
7
$758
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
724New |
$181K - $221K
|
724
$78.4K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
123New |
$30.7K - $37.5K
|
123
$13.3K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
700New |
$175K - $213K
|
700
$75.8K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.34KNew |
$335K - $408K
|
1.34K
$145K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
141New |
$35.2K - $43K
|
141
$15.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 40.0% |
$2.5K - $3.05K
|
15
$1.62K
|
|
|
Apr 20, 2023
Q1 2023
|
Truxt Investmentos Ltda.
|
BUY
|
- |
64.9KNew |
$16.2M - $19.8M
|
64.9K
$7.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8New |
$2K - $2.44K
|
8
$866
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-950- 48.72% |
$237K - $289K
|
1K
$108K
|
|