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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
107New |
$6.1K - $7.89K
|
107
$10.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
97+ 5.06% |
$5.53K - $7.15K
|
2.01K
$199K
|
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
96+ 18.22% |
$5.47K - $7.08K
|
623
$61.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
94+ 8.45% |
$5.36K - $6.93K
|
1.21K
$119K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
90+ 0.97% |
$5.13K - $6.63K
|
9.4K
$927K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
85+ 10.6% |
$4.85K - $6.26K
|
887
$87.4K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
75New |
$4.28K - $5.53K
|
75
$7.39K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
73+ 3.39% |
$4.16K - $5.38K
|
2.23K
$219K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
66+ 0.27% |
$3.76K - $4.86K
|
24.7K
$2.44M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
60New |
$3.42K - $4.42K
|
60
$5.91K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
55+ 11.0% |
$3.14K - $4.05K
|
555
$54.7K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48+ 137.14% |
$2.74K - $3.54K
|
83
$8.18K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
45+ 8.49% |
$2.57K - $3.32K
|
575
$56.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$2.28K - $2.95K
|
40
$3.94K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30+ 2.03% |
$1.71K - $2.21K
|
1.51K
$148K
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
30+ 0.26% |
$1.71K - $2.21K
|
11.8K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
28New |
$1.6K - $2.06K
|
28
$2.76K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
25+ 6.17% |
$1.43K - $1.84K
|
430
$42.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 7.58% |
$1.2K - $1.55K
|
298
$29.4K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.14K - $1.47K
|
20
$1.97K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 1.28% |
$570 - $737
|
791
$78K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.19% |
$171 - $221
|
1.56K
$153K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
3+ 0.37% |
$171 - $221
|
810
$79.8K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.09% |
$57 - $73.7
|
1.11K
$110K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 0.47% |
$57 - $73.7
|
216
$21.3K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.49% |
$57 - $73.7
|
206
$20.3K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1Closed |
$57 - $73.7
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1- 0.08% |
$57 - $73.7
|
1.31K
$129K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2Closed |
$114 - $147
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-2- 3.28% |
$114 - $147
|
59
$5.82K
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-6Closed |
$342 - $442
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-8- 0.66% |
$456 - $590
|
1.21K
$119K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8Closed |
$456 - $590
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-10- 0.07% |
$570 - $737
|
14K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.63% |
$627 - $811
|
1.73K
$171K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-11- 0.69% |
$627 - $811
|
1.58K
$156K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-12- 0.34% |
$684 - $884
|
3.49K
$344K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-12Closed |
$684 - $884
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-14- 1.19% |
$798 - $1.03K
|
1.16K
$114K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-14- 2.0% |
$798 - $1.03K
|
685
$67.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16- 1.31% |
$912 - $1.18K
|
1.21K
$119K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17- 1.81% |
$969 - $1.25K
|
920
$90.7K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-18- 1.3% |
$1.03K - $1.33K
|
1.37K
$135K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20- 3.26% |
$1.14K - $1.47K
|
593
$58.5K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-25- 3.47% |
$1.43K - $1.84K
|
696
$68.6K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25- 4.45% |
$1.43K - $1.84K
|
537
$52.9K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26- 0.45% |
$1.48K - $1.92K
|
5.78K
$570K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
SELL
|
- |
-30- 5.05% |
$1.71K - $2.21K
|
564
$55.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-31Closed |
$1.77K - $2.28K
|
0
$0
|