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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 500.25% |
$1.17M - $7.19M
|
16.7K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 477.02% |
$1.14M - $6.98M
|
16.3K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
13.3K+ 654.91% |
$1.12M - $6.9M
|
15.4K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.9K+ 517.58% |
$1.09M - $6.66M
|
15.4K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.8K+ 653.45% |
$1.08M - $6.6M
|
14.7K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6K+ 482.57% |
$1.06M - $6.52M
|
15.2K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
12.5K+ 500.0% |
$1.05M - $6.46M
|
15K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
12.3K+ 441.65% |
$1.04M - $6.37M
|
15.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.2K+ 500.0% |
$1.03M - $6.33M
|
14.7K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.2K+ 490.34% |
$1.03M - $6.33M
|
14.7K
$1.45M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11.9KNew |
$1.01M - $6.18M
|
11.9K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
11.3K+ 376.73% |
$955K - $5.86M
|
14.3K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 1497.07% |
$946K - $5.8M
|
12K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.7K+ 500.42% |
$901K - $5.52M
|
12.8K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
10.6K+ 499.81% |
$890K - $5.46M
|
12.7K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
10.2K+ 500.0% |
$860K - $5.27M
|
12.2K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1K+ 314.55% |
$847K - $5.2M
|
13.2K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
9.86K+ 500.0% |
$830K - $5.09M
|
11.8K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.42KNew |
$794K - $4.87M
|
9.42K
$929K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
8.79K+ 575.82% |
$740K - $4.54M
|
10.3K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7K+ 870.0% |
$733K - $4.5M
|
9.7K
$956K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.63K+ 583.96% |
$727K - $4.46M
|
10.1K
$996K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.48K+ 502.85% |
$715K - $4.38M
|
10.2K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8.36K+ 1235.16% |
$705K - $4.32M
|
9.04K
$891K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
8.33K+ 500.0% |
$702K - $4.3M
|
9.99K
$985K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.15K+ 500.0% |
$686K - $4.21M
|
9.77K
$963K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.13K+ 499.88% |
$685K - $4.2M
|
9.76K
$962K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8.12K+ 493.97% |
$684K - $4.19M
|
9.76K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8.09K+ 468.38% |
$682K - $4.18M
|
9.82K
$968K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.75K+ 500.0% |
$653K - $4.01M
|
9.3K
$917K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.69KNew |
$648K - $3.98M
|
7.69K
$758K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.66K+ 516.17% |
$646K - $3.96M
|
9.14K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.49K+ 499.93% |
$632K - $3.87M
|
8.99K
$886K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
7.38K+ 476.0% |
$622K - $3.81M
|
8.93K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.37K+ 500.0% |
$621K - $3.81M
|
8.84K
$872K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.07K+ 685.17% |
$596K - $3.65M
|
8.1K
$799K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.01K+ 477.14% |
$591K - $3.63M
|
8.48K
$836K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
BUY
|
- |
6.86K+ 500.0% |
$578K - $3.54M
|
8.23K
$811K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.74K+ 456.64% |
$568K - $3.48M
|
8.22K
$810K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
6.63K+ 500.0% |
$558K - $3.42M
|
7.95K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.62K+ 512.31% |
$558K - $3.42M
|
7.91K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
6.45K+ 247.64% |
$544K - $3.33M
|
9.06K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.35KNew |
$535K - $3.28M
|
6.35K
$626K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.3K+ 500.0% |
$531K - $3.26M
|
7.56K
$745K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.28K+ 499.84% |
$529K - $3.24M
|
7.53K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.2K+ 480.48% |
$523K - $3.21M
|
7.49K
$739K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.14K+ 500.16% |
$518K - $3.17M
|
7.37K
$726K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.11K+ 470.15% |
$515K - $3.16M
|
7.41K
$731K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.06K+ 408.28% |
$511K - $3.13M
|
7.55K
$744K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.03K+ 564.14% |
$508K - $3.11M
|
7.09K
$699K
|