Purchases and Sales Made in Q2 2022 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 2022. 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 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
285+ 3.58% |
$13.6K - $18.9K
|
8.24K
$812K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
275+ 308.99% |
$13.1K - $18.2K
|
364
$35.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
241+ 4.54% |
$11.5K - $15.9K
|
5.55K
$547K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
240+ 8.15% |
$11.5K - $15.9K
|
3.19K
$314K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
202+ 10.62% |
$9.65K - $13.4K
|
2.1K
$207K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
193+ 2.19% |
$9.22K - $12.8K
|
9.02K
$889K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
193+ 16.22% |
$9.22K - $12.8K
|
1.38K
$136K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
184+ 368.0% |
$8.79K - $12.2K
|
234
$23.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
179+ 33.15% |
$8.55K - $11.8K
|
719
$70.9K
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
155+ 3.51% |
$7.4K - $10.3K
|
4.58K
$451K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
154+ 7.26% |
$7.35K - $10.2K
|
2.27K
$224K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
136+ 18.5% |
$6.49K - $9K
|
871
$85.9K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
130New |
$6.21K - $8.6K
|
130
$12.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
128+ 15.8% |
$6.11K - $8.47K
|
938
$92.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
BUY
|
- |
120+ 27.91% |
$5.73K - $7.94K
|
550
$54.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
114+ 45.24% |
$5.44K - $7.54K
|
366
$36.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$4.78K - $6.62K
|
100
$9.86K
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
95+ 8.09% |
$4.54K - $6.29K
|
1.27K
$125K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
95+ 11.73% |
$4.54K - $6.29K
|
905
$89.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
90+ 5.54% |
$4.3K - $5.96K
|
1.71K
$169K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
80+ 8.7% |
$3.82K - $5.29K
|
1K
$98.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
78+ 4.75% |
$3.72K - $5.16K
|
1.72K
$169K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
73New |
$3.49K - $4.83K
|
73
$7.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$3.1K - $4.3K
|
65
$6.41K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
64New |
$3.06K - $4.23K
|
64
$6.31K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
62New |
$2.96K - $4.1K
|
62
$6.11K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
54New |
$2.58K - $3.57K
|
54
$5.32K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
43New |
$2.05K - $2.85K
|
43
$4.24K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42+ 0.54% |
$2.01K - $2.78K
|
7.88K
$777K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36New |
$1.72K - $2.38K
|
36
$3.55K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
35New |
$1.67K - $2.32K
|
35
$3.45K
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
34+ 3.55% |
$1.62K - $2.25K
|
991
$97.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30New |
$1.43K - $1.99K
|
30
$2.96K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
24+ 0.63% |
$1.15K - $1.59K
|
3.86K
$381K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24+ 0.9% |
$1.15K - $1.59K
|
2.7K
$266K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
19+ 14.73% |
$907 - $1.26K
|
148
$14.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
18+ 0.28% |
$860 - $1.19K
|
6.42K
$632K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16+ 32.0% |
$764 - $1.06K
|
66
$6.51K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
15+ 50.0% |
$716 - $993
|
45
$4.44K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11+ 0.17% |
$525 - $728
|
6.32K
$623K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
9+ 4.37% |
$430 - $596
|
215
$21.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.02% |
$382 - $529
|
50.1K
$4.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.7% |
$382 - $529
|
1.15K
$113K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.07% |
$334 - $463
|
10.2K
$1.01M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 1.75% |
$95.5 - $132
|
116
$11.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.75% |
$47.8 - $66.2
|
135
$13.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$47.8 - $66.2
|
1
$98.6
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 33.33% |
$47.8 - $66.2
|
4
$394
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.08% |
$47.8 - $66.2
|
1.27K
$125K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|