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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.21K- 5.78% |
$107K - $130K
|
19.7K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-85- 2.29% |
$7.51K - $9.17K
|
3.63K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
49+ 0.19% |
$4.33K - $5.28K
|
25.3K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
37.3K+ 107.9% |
$3.29M - $4.02M
|
71.8K
$7.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.6K+ 29.1% |
$583K - $712K
|
29.3K
$3.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.87K+ 84.21% |
$165K - $201K
|
4.08K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
152+ 14.25% |
$13.4K - $16.4K
|
1.22K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
125New |
$11K - $13.5K
|
125
$13.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-80- 25.0% |
$7.06K - $8.63K
|
240
$26K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.66K+ 3.08% |
$234K - $286K
|
89K
$9.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.05% |
$442 - $539
|
9.64K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.5K+ 36.76% |
$221K - $270K
|
9.3K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.17KNew |
$457K - $558K
|
5.17K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-72- 0.54% |
$6.36K - $7.76K
|
13.2K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
16.4KNew |
$1.45M - $1.77M
|
16.4K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49+ 1.27% |
$4.33K - $5.28K
|
3.9K
$422K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
20.4K+ 3890.67% |
$1.8M - $2.2M
|
21K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-188K- 79.22% |
$16.6M - $20.2M
|
49.2K
$5.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 15.0% |
$795 - $970
|
51
$5.52K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.6KNew |
$230K - $280K
|
2.6K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-256- 5.57% |
$22.6K - $27.6K
|
4.34K
$470K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.22K- 3.95% |
$107K - $131K
|
29.5K
$3.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
550+ 3.56% |
$48.6K - $59.3K
|
16K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 222.26% |
$1.65M - $2.02M
|
27.1K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
51.7K+ 65.18% |
$4.57M - $5.58M
|
131K
$14.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.96K+ 68.36% |
$173K - $211K
|
4.82K
$521K
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
SELL
|
- |
-193- 1.53% |
$17K - $20.8K
|
12.4K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-3.59K- 3.83% |
$317K - $387K
|
90.1K
$9.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-115- 50.0% |
$10.2K - $12.4K
|
115
$12.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
2.84KNew |
$251K - $306K
|
2.84K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
794K+ 153.4% |
$70.1M - $85.6M
|
1.31M
$142M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
600+ 6.49% |
$53K - $64.7K
|
9.85K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.33K+ 6.78% |
$117K - $143K
|
20.9K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-193- 4.24% |
$17K - $20.8K
|
4.36K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.73KNew |
$152K - $186K
|
1.73K
$187K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.64K+ 47.17% |
$233K - $284K
|
8.22K
$890K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.03K+ 23.41% |
$90.9K - $111K
|
5.43K
$588K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
51.9K+ 1419.92% |
$4.58M - $5.6M
|
55.6K
$6.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18+ 0.25% |
$1.59K - $1.94K
|
7.12K
$770K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 43.5% |
$191K - $233K
|
2.81K
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.81KNew |
$513K - $626K
|
5.81K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
295+ 14.57% |
$26K - $31.8K
|
2.32K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-339- 52.64% |
$29.9K - $36.6K
|
305
$33K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38- 1.19% |
$3.36K - $4.1K
|
3.16K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
46+ 0.14% |
$4.06K - $4.96K
|
32.7K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.47KNew |
$571K - $698K
|
6.47K
$700K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
331+ 6.48% |
$29.2K - $35.7K
|
5.44K
$589K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.45K+ 5.84% |
$216K - $264K
|
44.4K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
7.2K+ 38.92% |
$636K - $776K
|
25.7K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-34.4K- 31.14% |
$3.04M - $3.71M
|
76.1K
$8.24M
|