Latest Institutional Purchases of Ishares Expanded Tech Software (IGV)
This list provides information on the latest institutional transactions involving Ishares Expanded Tech Software (IGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
135+ 1.55% |
$11.9K - $14.6K
|
8.82K
$955K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
129+ 2.91% |
$11.4K - $13.9K
|
4.57K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
128+ 42.67% |
$11.3K - $13.8K
|
428
$46.3K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
125+ 5.14% |
$11K - $13.5K
|
2.56K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
125New |
$11K - $13.5K
|
125
$13.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
125New |
$11K - $13.5K
|
125
$13.5K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
122New |
$10.8K - $13.2K
|
122
$13.2K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
119+ 0.99% |
$10.5K - $12.8K
|
12.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
116+ 0.43% |
$10.2K - $12.5K
|
27K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
113+ 0.33% |
$9.98K - $12.2K
|
34.2K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100+ 50.0% |
$8.83K - $10.8K
|
300
$32.5K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
95+ 2.22% |
$8.39K - $10.2K
|
4.38K
$474K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92+ 219.05% |
$8.12K - $9.92K
|
134
$14.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
91+ 1.1% |
$8.04K - $9.81K
|
8.37K
$905K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
84+ 0.51% |
$7.42K - $9.06K
|
16.4K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
70New |
$6.18K - $7.55K
|
70
$7.58K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69+ 0.7% |
$6.09K - $7.44K
|
9.87K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
69+ 2.44% |
$6.09K - $7.44K
|
2.9K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 0.77% |
$5.92K - $7.22K
|
8.82K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65+ 0.01% |
$5.74K - $7.01K
|
605K
$65.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60+ 1.85% |
$5.3K - $6.47K
|
3.3K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.09% |
$5.3K - $6.47K
|
2.93K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
55+ 1.39% |
$4.86K - $5.93K
|
4.02K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
52+ 6.05% |
$4.59K - $5.61K
|
912
$98.7K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
50+ 0.36% |
$4.42K - $5.39K
|
14K
$1.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$4.42K - $5.39K
|
50
$5.41K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
49+ 0.19% |
$4.33K - $5.28K
|
25.3K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49+ 1.27% |
$4.33K - $5.28K
|
3.9K
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
46+ 0.14% |
$4.06K - $4.96K
|
32.7K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
46+ 95.83% |
$4.06K - $4.96K
|
94
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
39+ 1.65% |
$3.44K - $4.21K
|
2.4K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
35New |
$3.09K - $3.77K
|
35
$3.79K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
25+ 21.74% |
$2.21K - $2.7K
|
140
$15.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25+ 0.37% |
$2.21K - $2.7K
|
6.71K
$726K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
24+ 6.92% |
$2.12K - $2.59K
|
371
$40.2K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
19+ 0.12% |
$1.68K - $2.05K
|
16K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18+ 0.25% |
$1.59K - $1.94K
|
7.12K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16+ 0.5% |
$1.41K - $1.73K
|
3.2K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.41K - $1.73K
|
16
$1.73K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.62% |
$1.32K - $1.62K
|
2.45K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$1.24K - $1.51K
|
14
$1.52K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
12+ 0.34% |
$1.06K - $1.29K
|
3.56K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.05% |
$442 - $539
|
9.64K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$88.3 - $108
|
2.93K
$317K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.03% |
$88.3 - $108
|
3.26K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$88.3 - $108
|
1
$108
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
1MNew |
$87.5M - $110M
|
1M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
350K+ 175.7% |
$30.6M - $38.6M
|
549K
$59.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
300KNew |
$26.3M - $33.1M
|
300K
$32.5M
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
147KNew |
$12.9M - $16.2M
|
147K
$15.9M
|
|