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 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-341- 3.44% |
$111K - $135K
|
9.57K
$944K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-350- 12.28% |
$114K - $138K
|
2.5K
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-372- 3.48% |
$121K - $147K
|
10.3K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-379- 11.54% |
$123K - $150K
|
2.9K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-388- 48.2% |
$126K - $153K
|
417
$41.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-428- 2.48% |
$139K - $169K
|
16.8K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-490- 6.95% |
$160K - $194K
|
6.56K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-496- 16.85% |
$162K - $196K
|
2.45K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-509- 20.09% |
$166K - $201K
|
2.02K
$200K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-511- 36.16% |
$166K - $202K
|
902
$88.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-527- 2.39% |
$172K - $208K
|
21.6K
$2.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-540- 14.3% |
$176K - $214K
|
3.24K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-611- 17.1% |
$199K - $242K
|
2.96K
$292K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-617- 20.13% |
$201K - $244K
|
2.45K
$241K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-825- 17.77% |
$269K - $326K
|
3.82K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-851- 16.06% |
$277K - $337K
|
4.45K
$439K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-936- 2.05% |
$305K - $370K
|
44.8K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 58.57% |
$347K - $422K
|
754
$74.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.55K- 73.3% |
$504K - $612K
|
564
$55.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.65K- 5.38% |
$537K - $653K
|
29K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8K- 0.69% |
$586K - $712K
|
259K
$25.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.42K- 18.3% |
$788K - $957K
|
10.8K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-2.76K- 8.91% |
$897K - $1.09M
|
28.2K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3K- 22.16% |
$977K - $1.19M
|
10.5K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3.28K- 23.79% |
$1.07M - $1.3M
|
10.5K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.72K- 45.74% |
$1.21M - $1.47M
|
4.41K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.98K- 1.0% |
$1.29M - $1.57M
|
394K
$38.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.73K- 27.81% |
$1.54M - $1.87M
|
12.3K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.22K- 12.84% |
$2.02M - $2.46M
|
42.2K
$4.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.6K- 1.61% |
$2.15M - $2.61M
|
403K
$39.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.66K- 3.73% |
$2.49M - $3.03M
|
198K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.7K- 39.09% |
$3.81M - $4.63M
|
18.2K
$1.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18.7K- 8.85% |
$6.09M - $7.39M
|
192K
$19M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 44.03% |
$6.38M - $7.75M
|
24.9K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.3K- 57.66% |
$6.6M - $8.01M
|
14.9K
$1.47M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-26K- 76.82% |
$8.45M - $10.3M
|
7.83K
$772K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-26.4K- 15.55% |
$8.58M - $10.4M
|
143K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-74.8K- 98.6% |
$24.3M - $29.6M
|
1.06K
$104K
|