Purchases and Sales Made in Q3 2023 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
137K+ 63.54% |
$51.4M - $56.5M
|
352K
$34.7M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 723.06% |
$8.42M - $9.24M
|
25.5K
$2.51M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.9K+ 73.49% |
$8.24M - $9.04M
|
51.7K
$5.1M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 11.65% |
$4.09M - $4.49M
|
104K
$10.3M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.77K+ 79.62% |
$3.67M - $4.03M
|
22K
$2.17M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.9KNew |
$2.22M - $2.44M
|
5.9K
$582K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.46KNew |
$2.05M - $2.25M
|
5.46K
$538K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.8K+ 1.92% |
$1.43M - $1.57M
|
201K
$19.9M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.51K+ 621.81% |
$1.32M - $1.45M
|
4.07K
$401K
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.12KNew |
$1.17M - $1.29M
|
3.12K
$307K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87KNew |
$1.08M - $1.19M
|
2.87K
$283K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.47KNew |
$929K - $1.02M
|
2.47K
$243K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.26KNew |
$851K - $935K
|
2.26K
$223K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$802K - $881K
|
2.13K
$210K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.05K+ 71.92% |
$771K - $846K
|
4.9K
$483K
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.66KNew |
$625K - $686K
|
1.66K
$164K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.6KNew |
$600K - $659K
|
1.6K
$157K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 8.63% |
$592K - $650K
|
19.8K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 7.22% |
$559K - $614K
|
22.1K
$2.17M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.32KNew |
$497K - $546K
|
1.32K
$130K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.21K+ 66.89% |
$457K - $501K
|
3.03K
$299K
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
996+ 2.17% |
$375K - $411K
|
46.9K
$4.63M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
970+ 6.4% |
$365K - $401K
|
16.1K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
970New |
$365K - $401K
|
970
$95.6K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
967+ 97.87% |
$364K - $399K
|
1.96K
$193K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
955+ 2.69% |
$359K - $394K
|
36.5K
$3.6M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
863+ 2.11% |
$325K - $356K
|
41.9K
$4.13M
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
801New |
$301K - $331K
|
801
$79K
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
745+ 136.2% |
$280K - $308K
|
1.29K
$127K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
695+ 11.47% |
$261K - $287K
|
6.75K
$666K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
660+ 1.9% |
$248K - $273K
|
35.4K
$3.49M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
652+ 17.08% |
$245K - $269K
|
4.47K
$441K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
628New |
$236K - $259K
|
628
$61.9K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
618+ 13.89% |
$232K - $255K
|
5.07K
$499K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
555+ 27.53% |
$209K - $229K
|
2.57K
$253K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
510New |
$192K - $211K
|
510
$50.3K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
506+ 90.52% |
$190K - $209K
|
1.07K
$105K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
500+ 30.3% |
$188K - $206K
|
2.15K
$212K
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
490+ 13.92% |
$184K - $202K
|
4.01K
$395K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
477+ 8.55% |
$179K - $197K
|
6.06K
$597K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
460+ 460.0% |
$173K - $190K
|
560
$55.2K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
446+ 0.89% |
$168K - $184K
|
50.4K
$4.97M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
376New |
$141K - $155K
|
376
$37.1K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
337+ 15.27% |
$127K - $139K
|
2.54K
$251K
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
310+ 4.88% |
$117K - $128K
|
6.66K
$657K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
263+ 8.86% |
$98.9K - $109K
|
3.23K
$319K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
233+ 39.63% |
$87.6K - $96.2K
|
821
$80.9K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
233+ 18.82% |
$87.6K - $96.2K
|
1.47K
$145K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
211New |
$79.4K - $87.1K
|
211
$20.8K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
184+ 6.21% |
$69.2K - $76K
|
3.15K
$310K
|