Purchases and Sales Made in Q3 2022 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50- 3.16% |
$2.3K - $2.93K
|
1.53K
$156K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-55- 10.3% |
$2.53K - $3.23K
|
479
$49K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58- 2.35% |
$2.67K - $3.4K
|
2.41K
$247K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60Closed |
$2.76K - $3.52K
|
0
$0
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-63- 54.31% |
$2.9K - $3.7K
|
53
$5.42K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 54.81% |
$3.41K - $4.34K
|
61
$6.24K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-74- 18.14% |
$3.41K - $4.34K
|
334
$34.2K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-78- 60.0% |
$3.59K - $4.58K
|
52
$5.32K
|
|
|
Nov 14, 2022
Q3 2022
|
Kearns & Associates LLC
|
SELL
|
- |
-84- 5.77% |
$3.87K - $4.93K
|
1.37K
$140K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-92- 2.1% |
$4.24K - $5.4K
|
4.3K
$439K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-95- 7.48% |
$4.38K - $5.57K
|
1.18K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-95- 0.93% |
$4.38K - $5.57K
|
10.1K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-102- 11.5% |
$4.7K - $5.98K
|
785
$80.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-116- 3.92% |
$5.34K - $6.8K
|
2.85K
$291K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-118- 15.92% |
$5.44K - $6.92K
|
623
$63.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-131- 4.33% |
$6.04K - $7.68K
|
2.9K
$296K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-133- 3.67% |
$6.13K - $7.8K
|
3.49K
$357K
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-141- 1.5% |
$6.5K - $8.27K
|
9.29K
$950K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-155- 72.09% |
$7.14K - $9.09K
|
60
$6.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-157- 17.8% |
$7.23K - $9.21K
|
725
$74.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-194- 53.01% |
$8.94K - $11.4K
|
172
$17.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-202- 9.12% |
$9.31K - $11.8K
|
2.01K
$206K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-208- 16.4% |
$9.58K - $12.2K
|
1.06K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-216- 97.3% |
$9.95K - $12.7K
|
6
$614
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-217- 8.96% |
$10K - $12.7K
|
2.21K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-233- 18.82% |
$10.7K - $13.7K
|
1.01K
$103K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-250- 47.53% |
$11.5K - $14.7K
|
276
$28.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-266- 22.58% |
$12.3K - $15.6K
|
912
$93.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-286- 1.66% |
$13.2K - $16.8K
|
17K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-292- 26.4% |
$13.5K - $17.1K
|
814
$83.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-292- 12.09% |
$13.5K - $17.1K
|
2.12K
$217K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-296- 6.59% |
$13.6K - $17.4K
|
4.19K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-300- 15.38% |
$13.8K - $17.6K
|
1.65K
$169K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-317- 8.45% |
$14.6K - $18.6K
|
3.43K
$351K
|
|
|
Oct 18, 2022
Q3 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-321- 0.75% |
$14.8K - $18.8K
|
42.4K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-344- 2.67% |
$15.8K - $20.2K
|
12.5K
$1.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-352- 12.22% |
$16.2K - $20.6K
|
2.53K
$259K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-393- 14.54% |
$18.1K - $23.1K
|
2.31K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-402- 3.49% |
$18.5K - $23.6K
|
11.1K
$1.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-449- 8.1% |
$20.7K - $26.3K
|
5.1K
$521K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-463- 31.16% |
$21.3K - $27.2K
|
1.02K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-491- 6.23% |
$22.6K - $28.8K
|
7.39K
$755K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-648- 9.04% |
$29.9K - $38K
|
6.52K
$667K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-706- 36.04% |
$32.5K - $41.4K
|
1.25K
$128K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-765- 40.48% |
$35.2K - $44.9K
|
1.13K
$115K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-785- 12.42% |
$36.2K - $46K
|
5.54K
$566K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-875- 51.05% |
$40.3K - $51.3K
|
839
$85.8K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.07K- 50.62% |
$49.1K - $62.5K
|
1.04K
$106K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.16K- 51.14% |
$53.6K - $68.2K
|
1.11K
$114K
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-1.23K- 3.73% |
$56.4K - $71.9K
|
31.7K
$3.24M
|