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 15, 2021
Q2 2021
|
Apexium Financial, LP
|
BUY
|
- |
466+ 3.47% |
$27.7K - $31.5K
|
13.9K
$1.33M
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
400+ 44.44% |
$23.8K - $27K
|
1.3K
$124K
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400New |
$23.8K - $27K
|
400
$38.2K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
395+ 26.3% |
$23.5K - $26.7K
|
1.9K
$181K
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
363+ 4.14% |
$21.6K - $24.5K
|
9.14K
$874K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
306New |
$18.2K - $20.7K
|
306
$29.3K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294+ 12.93% |
$17.5K - $19.9K
|
2.57K
$246K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
193+ 227.06% |
$11.5K - $13K
|
278
$26.6K
|
|
Aug 05, 2021
Q2 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
185+ 24.87% |
$11K - $12.5K
|
929
$88.8K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
174+ 2.26% |
$10.3K - $11.8K
|
7.86K
$752K
|
|
Jul 15, 2021
Q2 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
136+ 1.45% |
$8.08K - $9.19K
|
9.54K
$912K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
128+ 7.49% |
$7.61K - $8.65K
|
1.84K
$176K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
122+ 1.66% |
$7.25K - $8.25K
|
7.48K
$715K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
112+ 11.16% |
$6.66K - $7.57K
|
1.12K
$107K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
112New |
$6.66K - $7.57K
|
112
$10.7K
|
|
Aug 13, 2021
Q2 2021
|
Community Trust & Investment CO
|
BUY
|
- |
100+ 0.5% |
$5.94K - $6.76K
|
20.1K
$1.92M
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
90+ 0.52% |
$5.35K - $6.08K
|
17.5K
$1.67M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
84+ 2.93% |
$4.99K - $5.68K
|
2.95K
$282K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
75+ 3.11% |
$4.46K - $5.07K
|
2.49K
$238K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
75New |
$4.46K - $5.07K
|
75
$7.17K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
73+ 1.34% |
$4.34K - $4.94K
|
5.53K
$528K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
69+ 1.36% |
$4.1K - $4.67K
|
5.13K
$491K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
65+ 5.92% |
$3.86K - $4.39K
|
1.16K
$111K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64+ 0.76% |
$3.8K - $4.33K
|
8.44K
$807K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
51New |
$3.03K - $3.45K
|
51
$4.88K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
47+ 6.35% |
$2.79K - $3.18K
|
787
$75.3K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45+ 4.95% |
$2.67K - $3.04K
|
955
$91.3K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
44New |
$2.62K - $2.97K
|
44
$4.21K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
43+ 2.6% |
$2.56K - $2.91K
|
1.69K
$162K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
39New |
$2.32K - $2.64K
|
39
$3.73K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35New |
$2.08K - $2.37K
|
35
$3.35K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33New |
$1.96K - $2.23K
|
33
$3.16K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33+ 3.71% |
$1.96K - $2.23K
|
922
$88.2K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32+ 0.33% |
$1.9K - $2.16K
|
9.7K
$928K
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28New |
$1.66K - $1.89K
|
28
$2.68K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 38.89% |
$1.66K - $1.89K
|
100
$9.56K
|
|
Jul 30, 2021
Q2 2021
|
Asio Capital, LLC
|
BUY
|
- |
27New |
$1.6K - $1.83K
|
27
$2.58K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23New |
$1.37K - $1.56K
|
23
$2.2K
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
20New |
$1.19K - $1.35K
|
20
$1.91K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
20+ 2.68% |
$1.19K - $1.35K
|
767
$73.3K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
18+ 0.84% |
$1.07K - $1.22K
|
2.15K
$206K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.2% |
$594 - $676
|
4.89K
$468K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
9+ 0.52% |
$535 - $608
|
1.73K
$165K
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7+ 0.04% |
$416 - $473
|
16K
$1.53M
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
4New |
$238 - $270
|
4
$382
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$238 - $270
|
4
$382
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.07% |
$119 - $135
|
2.88K
$275K
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$59.4 - $67.6
|
1.39K
$133K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- 0.01% |
$59.4 - $67.6
|
6.98K
$668K
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4- 0.28% |
$238 - $270
|
1.43K
$137K
|