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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25KClosed |
$59.6K - $82.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.36K- 16.15% |
$64.9K - $89.9K
|
7.06K
$696K
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.38KClosed |
$65.7K - $91K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 36.31% |
$67.2K - $93.2K
|
2.47K
$243K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42KClosed |
$67.6K - $93.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.5K- 87.07% |
$71.4K - $98.9K
|
222
$21.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.51K- 8.1% |
$72.1K - $99.9K
|
17.1K
$1.69M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.65KClosed |
$78.8K - $109K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.68K- 3.52% |
$80.2K - $111K
|
46K
$4.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.72K- 3.14% |
$82.3K - $114K
|
53.1K
$5.23M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.79K- 5.91% |
$85.5K - $118K
|
28.5K
$2.81M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 49.04% |
$85.7K - $119K
|
1.87K
$184K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.91K- 21.04% |
$91.2K - $126K
|
7.17K
$707K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.21K- 86.07% |
$106K - $146K
|
358
$35.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.23KClosed |
$106K - $147K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.26K- 18.51% |
$108K - $150K
|
9.95K
$981K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.68K- 4.81% |
$128K - $177K
|
53K
$5.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.68K- 72.26% |
$128K - $177K
|
1.03K
$101K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.8K- 21.3% |
$181K - $251K
|
14K
$1.38M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.9K- 7.35% |
$186K - $258K
|
49.1K
$4.84M
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-4.26K- 30.37% |
$203K - $282K
|
9.76K
$962K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.22K- 31.53% |
$297K - $412K
|
13.5K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.31K- 6.11% |
$301K - $418K
|
97K
$9.56M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.49K- 75.21% |
$310K - $429K
|
2.14K
$211K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.16K- 34.62% |
$342K - $474K
|
13.5K
$1.33M
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-7.53K- 40.42% |
$359K - $498K
|
11.1K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-14.8K- 53.46% |
$707K - $980K
|
12.9K
$1.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 19.57% |
$871K - $1.21M
|
74.9K
$7.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.4K- 2.77% |
$1.31M - $1.81M
|
961K
$94.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29K- 69.95% |
$1.38M - $1.92M
|
12.4K
$1.23M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-74.6KClosed |
$3.56M - $4.94M
|
0
$0
|