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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 2.08% |
$297 - $338
|
235
$22.5K
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-10Closed |
$594 - $676
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10- 1.42% |
$594 - $676
|
696
$66.6K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-11- 1.76% |
$654 - $744
|
613
$58.6K
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-13- 1.33% |
$773 - $879
|
962
$92K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15Closed |
$892 - $1.01K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-16- 2.3% |
$951 - $1.08K
|
680
$65K
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-17- 0.12% |
$1.01K - $1.15K
|
13.8K
$1.32M
|
|
Aug 04, 2021
Q2 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-20- 2.06% |
$1.19K - $1.35K
|
953
$91.1K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-24- 0.7% |
$1.43K - $1.62K
|
3.4K
$325K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
SELL
|
- |
-25- 1.11% |
$1.49K - $1.69K
|
2.22K
$212K
|
|
Aug 10, 2021
Q2 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-27- 1.73% |
$1.6K - $1.83K
|
1.53K
$147K
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-28- 28.0% |
$1.66K - $1.89K
|
72
$6.88K
|
|
Aug 02, 2021
Q2 2021
|
Peoples Bank
|
SELL
|
- |
-31- 3.24% |
$1.84K - $2.1K
|
927
$88.6K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33- 0.52% |
$1.96K - $2.23K
|
6.29K
$602K
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-35Closed |
$2.08K - $2.37K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-37- 3.96% |
$2.2K - $2.5K
|
897
$85.8K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-40- 1.16% |
$2.38K - $2.7K
|
3.41K
$326K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-50Closed |
$2.97K - $3.38K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 7.44% |
$2.97K - $3.38K
|
622
$59.5K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 30.67% |
$2.97K - $3.38K
|
113
$10.8K
|
|
Aug 05, 2021
Q2 2021
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-54- 7.41% |
$3.21K - $3.65K
|
675
$64.5K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-75- 4.62% |
$4.46K - $5.07K
|
1.55K
$148K
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-75- 13.04% |
$4.46K - $5.07K
|
500
$47.8K
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-96- 8.06% |
$5.71K - $6.49K
|
1.1K
$105K
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-99- 3.82% |
$5.88K - $6.69K
|
2.49K
$238K
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-100- 3.84% |
$5.94K - $6.76K
|
2.5K
$239K
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-101- 13.36% |
$6K - $6.83K
|
655
$62.6K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-103- 5.42% |
$6.12K - $6.96K
|
1.8K
$172K
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-103- 0.72% |
$6.12K - $6.96K
|
14.2K
$1.35M
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-110Closed |
$6.54K - $7.44K
|
0
$0
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
SELL
|
- |
-115- 14.99% |
$6.84K - $7.78K
|
652
$62.3K
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-116- 9.01% |
$6.9K - $7.84K
|
1.17K
$112K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-133- 10.2% |
$7.91K - $8.99K
|
1.17K
$112K
|
|
Aug 12, 2021
Q2 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-169- 2.66% |
$10K - $11.4K
|
6.19K
$592K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-184- 0.91% |
$10.9K - $12.4K
|
20.1K
$1.92M
|
|
Aug 16, 2021
Q2 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-195- 1.76% |
$11.6K - $13.2K
|
10.9K
$1.04M
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$11.9K - $13.5K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-218- 1.59% |
$13K - $14.7K
|
13.5K
$1.29M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-233- 12.19% |
$13.8K - $15.8K
|
1.68K
$160K
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-262- 6.35% |
$15.6K - $17.7K
|
3.87K
$370K
|
|
Aug 04, 2021
Q2 2021
|
Rollins Financial
|
SELL
|
- |
-290- 13.8% |
$17.2K - $19.6K
|
1.81K
$173K
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
SELL
|
- |
-305- 29.61% |
$18.1K - $20.6K
|
725
$69.3K
|
|
Aug 16, 2021
Q2 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-305- 26.92% |
$18.1K - $20.6K
|
828
$79.2K
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-315- 11.39% |
$18.7K - $21.3K
|
2.45K
$234K
|
|
Aug 13, 2021
Q2 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-328- 9.03% |
$19.5K - $22.2K
|
3.3K
$316K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-376Closed |
$22.3K - $25.4K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-473Closed |
$28.1K - $32K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-487- 35.14% |
$28.9K - $32.9K
|
899
$86K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-492- 1.33% |
$29.2K - $33.3K
|
36.6K
$3.5M
|