Purchases and Sales Made in Q2 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 2024. 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 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
774K+ 76.72% |
$62M - $73.8M
|
1.78M
$176M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
498K+ 162.05% |
$39.9M - $47.5M
|
806K
$79.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
309KNew |
$24.7M - $29.5M
|
309K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
265K+ 15.61% |
$21.2M - $25.3M
|
1.97M
$194M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
265K+ 15.61% |
$21.2M - $25.3M
|
1.97M
$194M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
156K+ 57.48% |
$12.5M - $14.9M
|
428K
$42.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
142KNew |
$11.4M - $13.6M
|
142K
$14M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 17.7% |
$10.5M - $12.5M
|
869K
$85.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
78.5KNew |
$6.28M - $7.49M
|
78.5K
$7.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
67.1KNew |
$5.37M - $6.4M
|
67.1K
$6.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.5K+ 32.41% |
$4.92M - $5.87M
|
251K
$24.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52K+ 52.17% |
$4.16M - $4.96M
|
152K
$14.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
49.1K+ 199.78% |
$3.93M - $4.68M
|
73.6K
$7.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.1K+ 17.25% |
$3.69M - $4.4M
|
313K
$30.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.9K+ 92.26% |
$3.35M - $4M
|
87.3K
$8.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
36K+ 46.1% |
$2.88M - $3.43M
|
114K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
33.2KNew |
$2.65M - $3.16M
|
33.2K
$3.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
31.9K+ 339.16% |
$2.56M - $3.05M
|
41.4K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
29.8KNew |
$2.38M - $2.84M
|
29.8K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.1K+ 6.64% |
$2.17M - $2.58M
|
435K
$42.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25K+ 26.35% |
$2M - $2.38M
|
120K
$11.8M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.8K+ 561.87% |
$1.98M - $2.36M
|
29.2K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.4K+ 0.87% |
$1.95M - $2.32M
|
2.82M
$278M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 70.22% |
$1.83M - $2.18M
|
55.3K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22K+ 23.9% |
$1.76M - $2.1M
|
114K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19.9K+ 4941.04% |
$1.59M - $1.89M
|
20.3K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
19.7KNew |
$1.58M - $1.88M
|
19.7K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
18.9KNew |
$1.51M - $1.81M
|
18.9K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
16.5K+ 522.78% |
$1.32M - $1.57M
|
19.6K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
16.1KNew |
$1.29M - $1.53M
|
16.1K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
14.6K+ 1245.6% |
$1.17M - $1.39M
|
15.8K
$1.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14.4K+ 5.81% |
$1.15M - $1.37M
|
262K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 2.92% |
$911K - $1.09M
|
401K
$39.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 276.32% |
$880K - $1.05M
|
15K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 10.57% |
$820K - $978K
|
107K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.63K+ 0.81% |
$771K - $919K
|
1.19M
$118M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.28KNew |
$742K - $885K
|
9.28K
$915K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.22K+ 5.61% |
$738K - $879K
|
174K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.85K+ 7.04% |
$708K - $844K
|
135K
$13.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.75KNew |
$620K - $739K
|
7.75K
$764K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.75K+ 50.97% |
$540K - $644K
|
20K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.22KNew |
$498K - $593K
|
6.22K
$613K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6KNew |
$480K - $572K
|
6K
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.96K+ 2.07% |
$477K - $568K
|
294K
$28.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.95KNew |
$476K - $567K
|
5.95K
$586K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.97K+ 25.8% |
$318K - $379K
|
19.4K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.92K+ 263.97% |
$314K - $374K
|
5.41K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.91KNew |
$313K - $373K
|
3.91K
$386K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.83KNew |
$306K - $365K
|
3.83K
$378K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.81K+ 20.15% |
$305K - $363K
|
22.7K
$2.24M
|