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 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
278New |
$24.5K - $30K
|
278
$30.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
141+ 4.11% |
$12.5K - $15.2K
|
3.57K
$387K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.15K+ 7166.67% |
$190K - $232K
|
2.18K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
346K+ 200.42% |
$30.6M - $37.4M
|
519K
$56.2M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-157- 1.57% |
$13.9K - $16.9K
|
9.84K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.55KNew |
$225K - $274K
|
2.55K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.6K- 13.28% |
$229K - $280K
|
17K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.16K- 31.11% |
$455K - $556K
|
11.4K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-339- 11.0% |
$29.9K - $36.6K
|
2.74K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
414+ 2.91% |
$36.6K - $44.6K
|
14.7K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
795+ 133.61% |
$70.2K - $85.7K
|
1.39K
$150K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-46- 0.26% |
$4.06K - $4.96K
|
17.5K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-2.85K- 4.12% |
$252K - $307K
|
66.3K
$7.18M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-20.5K- 52.22% |
$1.81M - $2.21M
|
18.7K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-179- 66.05% |
$15.8K - $19.3K
|
92
$9.96K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-520- 0.32% |
$45.9K - $56.1K
|
161K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.62% |
$1.32K - $1.62K
|
2.45K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.39KNew |
$388K - $474K
|
4.39K
$475K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 91.74% |
$221K - $270K
|
5.23K
$566K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 45.22% |
$152K - $186K
|
2.09K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.37K- 7.12% |
$298K - $364K
|
44K
$4.76M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.4K+ 44.08% |
$123K - $150K
|
4.56K
$494K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.16K- 12.48% |
$102K - $125K
|
8.1K
$877K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
775+ 8.56% |
$68.4K - $83.6K
|
9.83K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.45K+ 18.53% |
$217K - $264K
|
15.7K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.97K- 6.61% |
$616K - $752K
|
98.6K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.14K- 21.44% |
$100K - $122K
|
4.16K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.74K+ 10.45% |
$153K - $187K
|
18.3K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-129- 1.85% |
$11.4K - $13.9K
|
6.85K
$741K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
515+ 1072.92% |
$45.5K - $55.5K
|
563
$60.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.04K- 22.99% |
$357K - $436K
|
13.5K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
341+ 1.72% |
$30.1K - $36.8K
|
20.2K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
651+ 8.52% |
$57.5K - $70.2K
|
8.29K
$897K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.54M+ 16001.87% |
$136M - $166M
|
1.55M
$168M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.7K+ 181.86% |
$1.92M - $2.34M
|
33.6K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.22KNew |
$637K - $778K
|
7.22K
$781K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-649- 75.55% |
$57.3K - $70K
|
210
$22.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.12M+ 194.99% |
$98.9M - $121M
|
1.69M
$183M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.3K- 34.23% |
$1.17M - $1.43M
|
25.5K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.28K+ 108.49% |
$290K - $354K
|
6.31K
$683K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-650- 5.08% |
$57.4K - $70.1K
|
12.2K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-602- 19.14% |
$53.2K - $64.9K
|
2.54K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.53K- 9.41% |
$312K - $381K
|
34K
$3.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62M+ 134.4% |
$143M - $175M
|
2.82M
$306M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.74K- 4.79% |
$330K - $403K
|
74.4K
$8.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
500+ 2.58% |
$44.2K - $53.9K
|
19.9K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
918+ 22.02% |
$81.1K - $99K
|
5.09K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
30KNew |
$2.65M - $3.23M
|
30K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16+ 0.5% |
$1.41K - $1.73K
|
3.2K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.06K+ 50.82% |
$93.2K - $114K
|
3.13K
$339K
|