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 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
129+ 2.91% |
$11.4K - $13.9K
|
4.57K
$494K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.06K- 14.53% |
$623K - $761K
|
41.5K
$4.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
506K+ 4062.45% |
$44.7M - $54.6M
|
519K
$56.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
537K+ 34.97% |
$47.4M - $57.9M
|
2.07M
$224M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
48.9KNew |
$4.32M - $5.27M
|
48.9K
$5.29M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-50- 50.0% |
$4.42K - $5.39K
|
50
$5.41K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.31KNew |
$204K - $249K
|
2.31K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-405- 28.62% |
$35.8K - $43.7K
|
1.01K
$109K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.03% |
$88.3 - $108
|
3.26K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60+ 1.85% |
$5.3K - $6.47K
|
3.3K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.02K+ 88.08% |
$620K - $757K
|
15K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
480+ 7.32% |
$42.4K - $51.8K
|
7.04K
$761K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
23.1K+ 30.15% |
$2.04M - $2.49M
|
99.7K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-50- 4.72% |
$4.42K - $5.39K
|
1.01K
$109K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
393+ 9.99% |
$34.7K - $42.4K
|
4.33K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.3K+ 37.3% |
$380K - $464K
|
15.8K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-185- 1.18% |
$16.3K - $19.9K
|
15.5K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.59K+ 1.05% |
$140K - $172K
|
154K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.2K+ 111.43% |
$1.78M - $2.18M
|
38.3K
$4.14M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-34- 1.07% |
$3K - $3.67K
|
3.14K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.2K- 5.32% |
$1.34M - $1.63M
|
270K
$29.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-65- 0.86% |
$5.74K - $7.01K
|
7.54K
$816K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-773- 0.83% |
$68.3K - $83.4K
|
92.1K
$9.97M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.2K+ 137.99% |
$3.64M - $4.44M
|
71.1K
$7.69M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-18.1K- 40.57% |
$1.6M - $1.96M
|
26.6K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
134K+ 198.64% |
$11.8M - $14.4M
|
201K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-310- 7.82% |
$27.4K - $33.4K
|
3.66K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
69+ 2.44% |
$6.09K - $7.44K
|
2.9K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
21.1KNew |
$1.87M - $2.28M
|
21.1K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-340K- 12.08% |
$30M - $36.7M
|
2.47M
$268M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.64KNew |
$322K - $393K
|
3.64K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.29K+ 11.19% |
$114K - $139K
|
12.8K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.21K- 12.55% |
$372K - $454K
|
29.4K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.07K+ 9.31% |
$271K - $331K
|
36K
$3.9M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
13.9KNew |
$1.23M - $1.5M
|
13.9K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-145- 4.32% |
$12.8K - $15.6K
|
3.21K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
679+ 3.77% |
$60K - $73.2K
|
18.7K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
122New |
$10.8K - $13.2K
|
122
$13.2K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.96K- 2.05% |
$350K - $427K
|
190K
$20.5M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
24+ 6.92% |
$2.12K - $2.59K
|
371
$40.2K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 23.97% |
$116K - $142K
|
6.79K
$735K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
3.18KNew |
$280K - $342K
|
3.18K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 1.23% |
$5.56K - $6.79K
|
5.06K
$547K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
128+ 42.67% |
$11.3K - $13.8K
|
428
$46.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
175+ 0.9% |
$15.5K - $18.9K
|
19.7K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
31.7KNew |
$2.8M - $3.42M
|
31.7K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.93KNew |
$259K - $316K
|
2.93K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.67K- 25.02% |
$677K - $827K
|
23K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.9K+ 30.28% |
$168K - $205K
|
8.19K
$886K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.97K- 16.9% |
$880K - $1.07M
|
49K
$5.3M
|