Purchases and Sales Made in Q1 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q1 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.34M+ 521.51% |
$197M - $1.21B
|
2.79M
$275M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.73M+ 461.57% |
$146M - $895M
|
2.11M
$208M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42M+ 513.38% |
$120M - $735M
|
1.7M
$168M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42M+ 513.38% |
$120M - $735M
|
1.7M
$168M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
982K+ 486.13% |
$82.8M - $508M
|
1.18M
$117M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
866K+ 489.5% |
$73M - $448M
|
1.04M
$103M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
824K+ 445.72% |
$69.5M - $426M
|
1.01M
$99.5M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
769K+ 184.15% |
$64.8M - $397M
|
1.19M
$117M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
627K+ 563.55% |
$52.8M - $324M
|
738K
$72.8M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
583K+ 473.03% |
$49.1M - $301M
|
706K
$69.6M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
561K+ 526.41% |
$47.3M - $290M
|
668K
$65.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
435K+ 500.0% |
$36.7M - $225M
|
522K
$51.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
346K+ 560.86% |
$29.2M - $179M
|
408K
$40.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
330K+ 560.64% |
$27.8M - $171M
|
389K
$38.4M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
277K+ 572.88% |
$23.3M - $143M
|
325K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
257K+ 509.55% |
$21.7M - $133M
|
307K
$30.3M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
243K+ 537.65% |
$20.4M - $125M
|
288K
$28.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
242K+ 376.63% |
$20.4M - $125M
|
306K
$30.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
228K+ 582.27% |
$19.2M - $118M
|
267K
$26.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
227K+ 510.57% |
$19.1M - $117M
|
272K
$26.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
205K+ 478.7% |
$17.3M - $106M
|
248K
$24.4M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
197K+ 489.06% |
$16.6M - $102M
|
237K
$23.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
178K+ 846.69% |
$15M - $91.8M
|
199K
$19.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
164K+ 406.93% |
$13.9M - $85M
|
205K
$20.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158K+ 489.24% |
$13.3M - $81.5M
|
190K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
138K+ 522.49% |
$11.6M - $71.3M
|
164K
$16.2M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
137K+ 500.0% |
$11.6M - $70.9M
|
164K
$16.2M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
129K+ 461.37% |
$10.9M - $66.7M
|
157K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
122K+ 230.5% |
$10.3M - $63.2M
|
175K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
109K+ 1127.77% |
$9.2M - $56.4M
|
119K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 491.42% |
$8.81M - $54M
|
126K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
102K+ 495.01% |
$8.63M - $52.9M
|
123K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
90.1K+ 478.71% |
$7.59M - $46.5M
|
109K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
85.3K+ 494.1% |
$7.19M - $44.1M
|
103K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
83.9K+ 770.61% |
$7.07M - $43.4M
|
94.8K
$9.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81.2K+ 513.36% |
$6.84M - $42M
|
97K
$9.56M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81K+ 434.64% |
$6.83M - $41.9M
|
99.7K
$9.82M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80.9K+ 484.84% |
$6.81M - $41.8M
|
97.6K
$9.62M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
80.2K+ 672.87% |
$6.76M - $41.5M
|
92.1K
$9.08M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
78KNew |
$6.57M - $40.3M
|
78K
$7.69M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
76.2K+ 290.05% |
$6.42M - $39.4M
|
102K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
62.5K+ 471.0% |
$5.27M - $32.3M
|
75.8K
$7.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
59.4K+ 496.53% |
$5.01M - $30.7M
|
71.4K
$7.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
58K+ 500.0% |
$4.89M - $30M
|
69.6K
$6.86M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
57.6K+ 492.03% |
$4.86M - $29.8M
|
69.3K
$6.83M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
57.6K+ 660.0% |
$4.85M - $29.8M
|
66.3K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
55.6K+ 503.2% |
$4.69M - $28.7M
|
66.6K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
55.6K+ 500.0% |
$4.68M - $28.7M
|
66.7K
$6.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
53.2K+ 498.03% |
$4.49M - $27.5M
|
63.9K
$6.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
53K+ 548.64% |
$4.47M - $27.4M
|
62.7K
$6.18M
|