Purchases and Sales Made in Q1 2022 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
613K+ 1428.86% |
$34.9M - $45.2M
|
656K
$64.6M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
593K+ 150.12% |
$33.8M - $43.7M
|
989K
$97.5M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
579K+ 3652.51% |
$33M - $42.7M
|
595K
$58.7M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
482K+ 757.11% |
$27.5M - $35.5M
|
545K
$53.8M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
458K+ 1182.4% |
$26.1M - $33.8M
|
497K
$49M
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
440KNew |
$25.1M - $32.4M
|
440K
$43.3M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
359KNew |
$20.5M - $26.4M
|
359K
$35.4M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
74.6KNew |
$4.25M - $5.5M
|
74.6K
$7.35M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
55.7KNew |
$3.18M - $4.11M
|
55.7K
$5.49M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.5K+ 426.11% |
$1.91M - $2.47M
|
41.4K
$4.08M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
32.5K+ 2369.29% |
$1.85M - $2.39M
|
33.9K
$3.34M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31.7K+ 173.24% |
$1.81M - $2.34M
|
50.1K
$4.94M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.5K+ 154.25% |
$1.28M - $1.66M
|
37.1K
$3.65M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
22.5KNew |
$1.28M - $1.66M
|
22.5K
$2.22M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
22.1K+ 271.04% |
$1.26M - $1.63M
|
30.3K
$2.98M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
18.6KNew |
$1.06M - $1.37M
|
18.6K
$1.84M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.1K+ 6.15% |
$1.03M - $1.34M
|
313K
$30.8M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.6KNew |
$719K - $930K
|
12.6K
$1.24M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.2KNew |
$696K - $900K
|
12.2K
$1.2M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 112.56% |
$673K - $870K
|
22.3K
$2.2M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$590K - $762K
|
10.3K
$1.02M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 95.03% |
$574K - $742K
|
20.7K
$2.04M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.68K+ 7.16% |
$552K - $713K
|
145K
$14.3M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8.25KNew |
$471K - $608K
|
8.25K
$814K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.96KNew |
$454K - $586K
|
7.96K
$784K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.28K+ 4.41% |
$415K - $537K
|
172K
$17M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.02K+ 20.13% |
$400K - $517K
|
41.9K
$4.13M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.76K+ 5.91% |
$329K - $425K
|
103K
$10.2M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.49KNew |
$313K - $404K
|
5.49K
$541K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.77K+ 28.3% |
$272K - $351K
|
21.6K
$2.13M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.74K+ 5.36% |
$270K - $350K
|
93.2K
$9.19M
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.42KNew |
$252K - $326K
|
4.42K
$436K
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.61K+ 13.73% |
$206K - $266K
|
29.9K
$2.95M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.48K+ 725.42% |
$199K - $257K
|
3.96K
$391K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.34K+ 422.15% |
$190K - $246K
|
4.13K
$407K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.07KNew |
$175K - $226K
|
3.07K
$302K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.95KNew |
$168K - $217K
|
2.95K
$290K
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.83K+ 5.8% |
$162K - $209K
|
51.7K
$5.09M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.63K+ 24.89% |
$150K - $194K
|
13.2K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
2.33K+ 17.9% |
$133K - $172K
|
15.4K
$1.51M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24K+ 27.36% |
$128K - $165K
|
10.4K
$1.03M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.12KNew |
$121K - $156K
|
2.12K
$209K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$108K - $140K
|
1.9K
$187K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.72KNew |
$97.9K - $127K
|
1.72K
$169K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
1.62KNew |
$92.6K - $120K
|
1.62K
$160K
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$80.7K - $104K
|
1.42K
$140K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.25KNew |
$71.1K - $92K
|
1.25K
$123K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.21K+ 1.88% |
$69K - $89.2K
|
65.5K
$6.45M
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.19KNew |
$68.1K - $88K
|
1.19K
$118K
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.18KNew |
$67.3K - $87K
|
1.18K
$116K
|