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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.02KNew |
$176K - $222K
|
2.02K
$218K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.89KNew |
$165K - $208K
|
1.89K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.83KNew |
$160K - $201K
|
1.83K
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 27.6% |
$105K - $132K
|
5.55K
$601K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.04KNew |
$90.9K - $114K
|
1.04K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
895New |
$78.3K - $98.6K
|
895
$96.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
814+ 21.92% |
$71.2K - $89.7K
|
4.53K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$67.8K - $85.4K
|
775
$83.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
758New |
$66.3K - $83.5K
|
758
$82K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
640+ 25.31% |
$56K - $70.5K
|
3.17K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
555New |
$48.6K - $61.1K
|
555
$60.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
500New |
$43.8K - $55.1K
|
500
$54.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
494New |
$43.2K - $54.4K
|
494
$53.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
491New |
$43K - $54.1K
|
491
$53.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
490New |
$42.9K - $54K
|
490
$53K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
396New |
$34.7K - $43.6K
|
396
$42.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385+ 27.82% |
$33.7K - $42.4K
|
1.77K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
379+ 5.59% |
$33.2K - $41.8K
|
7.17K
$776K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
338New |
$29.6K - $37.2K
|
338
$36.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
315New |
$27.6K - $34.7K
|
315
$34.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
280New |
$24.5K - $30.8K
|
280
$30.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
255+ 5.21% |
$22.3K - $28.1K
|
5.15K
$557K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
250New |
$21.9K - $27.5K
|
250
$27.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
225New |
$19.7K - $24.8K
|
225
$24.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
200New |
$17.5K - $22K
|
200
$21.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$17.5K - $22K
|
200
$21.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
115New |
$10.1K - $12.7K
|
115
$12.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
105New |
$9.19K - $11.6K
|
105
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
96New |
$8.4K - $10.6K
|
96
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75New |
$6.56K - $8.26K
|
75
$8.12K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
65+ 0.46% |
$5.69K - $7.16K
|
14.2K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
60New |
$5.25K - $6.61K
|
60
$6.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.34% |
$4.38K - $5.51K
|
3.78K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40New |
$3.5K - $4.41K
|
40
$4.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 56.0% |
$2.45K - $3.08K
|
78
$8.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25New |
$2.19K - $2.75K
|
25
$2.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
24+ 7.62% |
$2.1K - $2.64K
|
339
$36.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23New |
$2.01K - $2.53K
|
23
$2.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
20New |
$1.75K - $2.2K
|
20
$2.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18New |
$1.58K - $1.98K
|
18
$1.95K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.65% |
$1.4K - $1.76K
|
2.47K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$875 - $1.1K
|
10
$1.08K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
9New |
$788 - $992
|
9
$974
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1+ 0.03% |
$87.5 - $110
|
3.77K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
140KNew |
$10.9M - $12.5M
|
140K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
140KNew |
$10.9M - $12.5M
|
140K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
119KNew |
$9.25M - $10.6M
|
119K
$12.8M
|
|