Purchases and Sales Made in Q2 2021 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.7M+ 40805.68% |
$694M - $789M
|
11.7M
$1.15B
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
411KNew |
$24.5M - $27.8M
|
411K
$40.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
145KNew |
$8.64M - $9.83M
|
145K
$14.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
117K+ 12242.02% |
$6.98M - $7.94M
|
118K
$11.7M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 161.28% |
$1.09M - $1.24M
|
29.8K
$2.94M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 116.06% |
$742K - $844K
|
23.2K
$2.29M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.43KNew |
$501K - $570K
|
8.43K
$831K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 52.42% |
$180K - $204K
|
8.79K
$867K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6K+ 2.99% |
$155K - $176K
|
89.6K
$8.83M
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.5KNew |
$148K - $169K
|
2.5K
$246K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.35K+ 16.18% |
$140K - $159K
|
16.9K
$1.66M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.23KNew |
$133K - $151K
|
2.23K
$220K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.08K+ 3.23% |
$124K - $141K
|
66.5K
$6.55M
|
|
|
Aug 06, 2021
Q2 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.73K+ 20.85% |
$103K - $117K
|
10K
$986K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.61KNew |
$95.6K - $109K
|
1.61K
$159K
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 88.89% |
$95.1K - $108K
|
3.4K
$335K
|
|
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.35KNew |
$80.4K - $91.5K
|
1.35K
$133K
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
1.33K+ 11.32% |
$78.8K - $89.6K
|
13K
$1.28M
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.31K+ 748.0% |
$77.8K - $88.5K
|
1.48K
$146K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.31K+ 748.0% |
$77.8K - $88.5K
|
1.48K
$146K
|
|
|
Jul 28, 2021
Q2 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.25K+ 14.9% |
$74.1K - $84.2K
|
9.61K
$947K
|
|
|
Aug 02, 2021
Q2 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.21K+ 5.02% |
$71.7K - $81.6K
|
25.3K
$2.49M
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.18K+ 0.7% |
$70.1K - $79.8K
|
169K
$16.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 12.42% |
$67.9K - $77.3K
|
10.3K
$1.02M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.13K+ 55.62% |
$67.3K - $76.6K
|
3.17K
$312K
|
|
|
Jul 30, 2021
Q2 2021
|
Derbend Asset Management
|
BUY
|
- |
1.09KNew |
$64.8K - $73.7K
|
1.09K
$107K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.07KNew |
$63.5K - $72.2K
|
1.07K
$105K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.05K+ 136.86% |
$62.2K - $70.8K
|
1.81K
$179K
|
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
BUY
|
- |
1KNew |
$59.4K - $67.6K
|
1K
$98.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
986+ 5.62% |
$58.6K - $66.7K
|
18.5K
$1.83M
|
|
|
Jul 06, 2021
Q2 2021
|
Bank Of New Hampshire
|
BUY
|
- |
930New |
$55.3K - $62.9K
|
930
$91.7K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
902New |
$53.6K - $61K
|
902
$88.9K
|
|
|
Aug 24, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
845New |
$50.2K - $57.1K
|
845
$83.3K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
827+ 18.76% |
$49.2K - $55.9K
|
5.24K
$516K
|
|
|
Jul 20, 2021
Q2 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
825New |
$49K - $55.8K
|
825
$81.3K
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
801New |
$47.6K - $54.2K
|
801
$79K
|
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
788New |
$46.8K - $53.3K
|
788
$77.7K
|
|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
BUY
|
- |
773+ 10.51% |
$45.9K - $52.3K
|
8.13K
$801K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
768New |
$45.6K - $51.9K
|
768
$75.7K
|
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
763New |
$45.4K - $51.6K
|
763
$75.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
661+ 8.93% |
$39.3K - $44.7K
|
8.06K
$794K
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
631+ 19.96% |
$37.5K - $42.7K
|
3.79K
$374K
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
606New |
$36K - $41K
|
606
$59.7K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
545New |
$32.4K - $36.8K
|
545
$53.7K
|
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
528New |
$31.4K - $35.7K
|
528
$52K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
527New |
$31.3K - $35.6K
|
527
$51.9K
|
|
|
Jul 09, 2021
Q2 2021
|
Adviser Investments LLC
|
BUY
|
- |
511New |
$30.4K - $34.5K
|
511
$50.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
500New |
$29.7K - $33.8K
|
500
$49.3K
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
500New |
$29.7K - $33.8K
|
500
$49.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
496New |
$29.5K - $33.5K
|
496
$48.9K
|