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 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.18KNew |
$67.3K - $87K
|
1.18K
$121K
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.15K+ 6.59% |
$65.7K - $84.9K
|
18.6K
$1.9M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.01KNew |
$57.6K - $74.4K
|
1.01K
$103K
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
995New |
$56.7K - $73.3K
|
995
$102K
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
977New |
$55.7K - $72K
|
977
$99.9K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
870+ 12.49% |
$49.6K - $64.1K
|
7.84K
$801K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
823New |
$46.9K - $60.7K
|
823
$84.2K
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
810New |
$46.2K - $59.7K
|
810
$82.8K
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
772+ 9.38% |
$44K - $56.9K
|
9K
$920K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
771New |
$44K - $56.8K
|
771
$78.8K
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
735New |
$41.9K - $54.2K
|
735
$75.2K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
682New |
$38.9K - $50.3K
|
682
$69.7K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
672New |
$38.3K - $49.5K
|
672
$68.7K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
651+ 3.27% |
$37.1K - $48K
|
20.6K
$2.1M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
651+ 3.79% |
$37.1K - $48K
|
17.8K
$1.82M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
610+ 30.45% |
$34.8K - $45K
|
2.61K
$267K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
596+ 3.91% |
$34K - $43.9K
|
15.8K
$1.62M
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
540New |
$30.8K - $39.8K
|
540
$55.2K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
526New |
$30K - $38.8K
|
526
$53.8K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
518+ 95.22% |
$29.5K - $38.2K
|
1.06K
$109K
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
518New |
$29.5K - $38.2K
|
518
$53K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
514New |
$29.3K - $37.9K
|
514
$52.6K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
499+ 198.02% |
$28.4K - $36.8K
|
751
$76.8K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
464+ 13.01% |
$26.5K - $34.2K
|
4.03K
$412K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
458New |
$26.1K - $33.8K
|
458
$46.8K
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
425+ 52.6% |
$24.2K - $31.3K
|
1.23K
$126K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
375+ 31.91% |
$21.4K - $27.6K
|
1.55K
$159K
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
363+ 0.22% |
$20.7K - $26.8K
|
163K
$16.6M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
342+ 15.35% |
$19.5K - $25.2K
|
2.57K
$263K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
319+ 38.76% |
$18.2K - $23.5K
|
1.14K
$117K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
303+ 0.1% |
$17.3K - $22.3K
|
313K
$32M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
296+ 1286.96% |
$16.9K - $21.8K
|
319
$32.6K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252New |
$14.4K - $18.6K
|
252
$25.8K
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
250+ 29.45% |
$14.3K - $18.4K
|
1.1K
$112K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
245+ 2.07% |
$14K - $18.1K
|
12.1K
$1.23M
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
240New |
$13.7K - $17.7K
|
240
$24.5K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
234+ 9.25% |
$13.3K - $17.2K
|
2.76K
$283K
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
233+ 19.27% |
$13.3K - $17.2K
|
1.44K
$147K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
223+ 14.6% |
$12.7K - $16.4K
|
1.75K
$179K
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
BUY
|
- |
220New |
$12.5K - $16.2K
|
220
$22.5K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189+ 0.4% |
$10.8K - $13.9K
|
47.7K
$4.88M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
183+ 21.61% |
$10.4K - $13.5K
|
1.03K
$105K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
178+ 4.86% |
$10.1K - $13.1K
|
3.84K
$392K
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
164+ 1.67% |
$9.35K - $12.1K
|
9.99K
$1.02M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
137+ 0.7% |
$7.81K - $10.1K
|
19.7K
$2.02M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
134New |
$7.64K - $9.88K
|
134
$13.7K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
129+ 84.31% |
$7.35K - $9.51K
|
282
$28.8K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
128+ 1.54% |
$7.3K - $9.43K
|
8.42K
$861K
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
BUY
|
- |
125+ 2.14% |
$7.13K - $9.21K
|
5.96K
$609K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
121+ 107.08% |
$6.9K - $8.92K
|
234
$23.9K
|