Itau Unibanco Holding S.A.’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-292	Closed	-$25.4K	–	373
2024 Q2	$25.4K	Buy	+292	New	+$24K	﹤0.01%	211
2024 Q1	–	Sell	-20,000	Closed	-$1.63M	–	236
2023 Q4	$1.63M	Buy	+20,000	New	+$1.48M	0.05%	100
2023 Q1	–	Sell	-91,925	Closed	-$4.71M	–	554
2022 Q4	$4.71M	Buy	+91,925	New	+$4.76M	0.19%	74
2021 Q3	–	Sell	-26,000	Closed	-$2.03M	–	402
2021 Q2	$2.03M	Buy	+26,000	New	+$1.88M	0.1%	85
2020 Q1	–	Sell	-3,410	Closed	-$159K	–	619
2019 Q4	$159K	Buy	+3,410	New	+$151K	0.01%	338

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Itau Unibanco Holding S.A.'s IGV Position: Q3 2024 in Review

Itau Unibanco Holding S.A. sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2024, closing a stake of 292 shares — an estimated $25.4K sold.

Itau Unibanco Holding S.A. first reported a position in IGV in Q4 2019 and held it in 5 quarters. The position peaked at $4.71M in Q4 2022. 485 funds tracked by Wall St. Rank hold IGV as of Q3 2024.

Itau Unibanco Holding S.A. reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2024 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 292 iShares Expanded Tech-Software Sector ETF shares in Q3 2024, an estimated $25.4K.
Itau Unibanco Holding S.A. first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 5 quarters.
Itau Unibanco Holding S.A.'s iShares Expanded Tech-Software Sector ETF position peaked at $4.71M in Q4 2022.
485 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2024, filed 14 Nov 2024.