Purchases and Sales Made in Q2 2023 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 2023. 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, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
212K+ 7563.87% |
$69.2M - $84M
|
215K
$21.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
36.5KNew |
$11.9M - $14.5M
|
36.5K
$3.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
29.8KNew |
$9.7M - $11.8M
|
29.8K
$2.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.6KNew |
$7.02M - $8.53M
|
21.6K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 76.09% |
$6.26M - $7.61M
|
44.5K
$4.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2K+ 109.55% |
$6.24M - $7.59M
|
36.7K
$3.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.6K+ 39.61% |
$6.04M - $7.34M
|
65.4K
$6.45M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.6K+ 20.85% |
$4.11M - $4.99M
|
73.1K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.6K+ 20.85% |
$4.11M - $4.99M
|
73.1K
$7.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12KNew |
$3.9M - $4.73M
|
12K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.2KNew |
$3.63M - $4.41M
|
11.2K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
6.41KNew |
$2.09M - $2.54M
|
6.41K
$632K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.58K+ 37.58% |
$1.82M - $2.21M
|
20.4K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.28K+ 17.44% |
$1.72M - $2.09M
|
35.5K
$3.5M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$1.01M - $1.22M
|
3.1K
$305K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.85KNew |
$928K - $1.13M
|
2.85K
$281K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.34K+ 2344.0% |
$763K - $927K
|
2.44K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.02KNew |
$656K - $797K
|
2.02K
$199K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$655K - $796K
|
2.01K
$198K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.94KNew |
$630K - $765K
|
1.94K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 134.91% |
$605K - $735K
|
3.24K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.84K+ 4.02% |
$600K - $729K
|
47.7K
$4.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.83KNew |
$595K - $723K
|
1.83K
$180K
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.65K+ 4.18% |
$536K - $651K
|
41K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.49K+ 3.35% |
$486K - $590K
|
45.9K
$4.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.46K+ 10.63% |
$474K - $576K
|
15.2K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 149.01% |
$467K - $568K
|
2.4K
$236K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.39K+ 29.27% |
$451K - $548K
|
6.12K
$603K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.32K+ 1.43% |
$429K - $521K
|
93.4K
$9.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.29K+ 13.4% |
$421K - $511K
|
10.9K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.17K+ 539.17% |
$381K - $463K
|
1.39K
$137K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.05K+ 20.89% |
$341K - $414K
|
6.06K
$597K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1KNew |
$326K - $396K
|
1K
$98.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
975+ 1.99% |
$317K - $386K
|
50K
$4.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
938New |
$305K - $371K
|
938
$92.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
908+ 1.64% |
$296K - $359K
|
56.2K
$5.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
904New |
$294K - $358K
|
904
$89.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
900New |
$293K - $356K
|
900
$88.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
837+ 4.24% |
$273K - $331K
|
20.6K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
800New |
$261K - $316K
|
800
$78.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
755New |
$246K - $299K
|
755
$74.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
745+ 14.68% |
$243K - $295K
|
5.82K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
743New |
$242K - $294K
|
743
$73.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
711+ 33.49% |
$232K - $281K
|
2.83K
$279K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
676+ 17.95% |
$220K - $267K
|
4.44K
$438K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
633+ 34.16% |
$206K - $250K
|
2.49K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
611New |
$199K - $242K
|
611
$60.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
585+ 55.82% |
$190K - $231K
|
1.63K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
555New |
$181K - $220K
|
555
$54.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
553New |
$180K - $219K
|
553
$54.5K
|