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 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.58K+ 27.9% |
$123K - $141K
|
7.26K
$737K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$9.74K - $11.2K
|
125
$12.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
465+ 1.15% |
$36.2K - $41.6K
|
40.8K
$4.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.8K- 8.69% |
$1.54M - $1.77M
|
208K
$21.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.14K- 4.63% |
$478K - $549K
|
126K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.45KNew |
$269K - $309K
|
3.45K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
608+ 6.11% |
$47.4K - $54.3K
|
10.6K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-125- 0.99% |
$9.74K - $11.2K
|
12.5K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-70- 0.49% |
$5.46K - $6.26K
|
14.2K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4K- 93.02% |
$311K - $357K
|
300
$30.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
594+ 2.52% |
$46.3K - $53.1K
|
24.1K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-432- 4.07% |
$33.7K - $38.6K
|
10.2K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
410+ 45.56% |
$32K - $36.6K
|
1.31K
$133K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
238+ 7.59% |
$18.5K - $21.3K
|
3.37K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
697K+ 23.3% |
$54.3M - $62.3M
|
3.69M
$375M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
54+ 0.25% |
$4.21K - $4.83K
|
21.3K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.97K- 12.31% |
$309K - $355K
|
28.3K
$2.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.61K+ 66.72% |
$126K - $144K
|
4.03K
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 1.67% |
$779 - $894
|
590
$59.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 7.72% |
$87.6K - $100K
|
13.4K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 39.96% |
$868K - $995K
|
39K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-200- 26.14% |
$15.6K - $17.9K
|
565
$57.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 91.38% |
$240K - $275K
|
290
$29.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10New |
$779 - $894
|
10
$1.02K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 3.09% |
$7.79K - $8.94K
|
3.14K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.08K- 10.47% |
$83.9K - $96.3K
|
9.21K
$936K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-16- 0.18% |
$1.25K - $1.43K
|
8.83K
$897K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.15KNew |
$89.2K - $102K
|
1.15K
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-70- 6.57% |
$5.46K - $6.26K
|
995
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-18.8K- 88.28% |
$1.47M - $1.68M
|
2.5K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 10.57% |
$151K - $174K
|
20.3K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-765- 3.91% |
$59.6K - $68.4K
|
18.8K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 0.34% |
$234 - $268
|
893
$90.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1K+ 0.93% |
$78.2K - $89.6K
|
109K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-258- 0.57% |
$20.1K - $23.1K
|
45K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-825- 5.27% |
$64.3K - $73.7K
|
14.8K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
485+ 12.94% |
$37.8K - $43.3K
|
4.23K
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-259- 2.8% |
$20.2K - $23.1K
|
9K
$914K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-340- 1.65% |
$26.5K - $30.4K
|
20.3K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-719- 15.27% |
$56K - $64.3K
|
3.99K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
178+ 0.56% |
$13.9K - $15.9K
|
31.9K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-23.7K- 57.36% |
$1.84M - $2.12M
|
17.6K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.81K- 3.3% |
$141K - $162K
|
53K
$5.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-295- 4.87% |
$23K - $26.4K
|
5.76K
$585K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
880+ 2.08% |
$68.6K - $78.6K
|
43.1K
$4.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.47K+ 109.87% |
$660K - $757K
|
16.2K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.62K- 20.26% |
$282K - $324K
|
14.2K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
43.1KNew |
$3.36M - $3.86M
|
43.1K
$4.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-671- 18.28% |
$52.3K - $60K
|
3K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
273+ 10.83% |
$21.3K - $24.4K
|
2.79K
$284K
|