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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-34- 0.31% |
$12.8K - $14K
|
10.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42- 4.66% |
$15.8K - $17.3K
|
860
$84.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 15.57% |
$16.9K - $18.6K
|
244
$24.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-45- 7.0% |
$16.9K - $18.6K
|
598
$58.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-50- 5.0% |
$18.8K - $20.6K
|
950
$93.6K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 6.32% |
$18.8K - $20.6K
|
741
$73K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 2.55% |
$19.2K - $21.1K
|
1.95K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-51- 0.5% |
$19.2K - $21.1K
|
10.1K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-63- 1.72% |
$23.7K - $26K
|
3.61K
$356K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-63- 32.47% |
$23.7K - $26K
|
131
$12.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-67- 34.01% |
$25.2K - $27.7K
|
130
$12.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-74- 4.14% |
$27.8K - $30.6K
|
1.72K
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 6.44% |
$28.2K - $31K
|
1.09K
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-92- 13.57% |
$34.6K - $38K
|
586
$57.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-95- 10.61% |
$35.7K - $39.2K
|
800
$78.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-107- 5.29% |
$40.2K - $44.2K
|
1.92K
$189K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-108- 10.2% |
$40.6K - $44.6K
|
951
$93.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-119- 7.16% |
$44.8K - $49.1K
|
1.54K
$152K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-123- 9.08% |
$46.3K - $50.8K
|
1.23K
$121K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-125- 29.98% |
$47K - $51.6K
|
292
$28.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-128- 13.16% |
$48.1K - $52.9K
|
845
$83.3K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-131- 17.12% |
$49.3K - $54.1K
|
634
$62.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-132- 4.2% |
$49.6K - $54.5K
|
3.01K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-136- 2.31% |
$51.1K - $56.2K
|
5.75K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-148- 1.68% |
$55.7K - $61.1K
|
8.65K
$852K
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-150- 13.94% |
$56.4K - $61.9K
|
926
$91.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 0.6% |
$56.4K - $61.9K
|
24.8K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-182- 3.24% |
$68.4K - $75.2K
|
5.44K
$536K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-192- 5.94% |
$72.2K - $79.3K
|
3.04K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-199- 0.92% |
$74.8K - $82.2K
|
21.4K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-207- 12.74% |
$77.8K - $85.5K
|
1.42K
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-212- 0.51% |
$79.7K - $87.5K
|
41.1K
$4.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-223- 1.16% |
$83.9K - $92.1K
|
19K
$1.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-258- 2.28% |
$97K - $107K
|
11K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-267- 1.31% |
$100K - $110K
|
20.2K
$1.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-298- 11.99% |
$112K - $123K
|
2.19K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-305- 2.55% |
$115K - $126K
|
11.7K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-309- 1.83% |
$116K - $128K
|
16.5K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-352- 14.38% |
$132K - $145K
|
2.1K
$207K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-397- 23.59% |
$149K - $164K
|
1.29K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-437- 22.58% |
$164K - $180K
|
1.5K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-446- 4.32% |
$168K - $184K
|
9.87K
$973K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-469- 4.34% |
$176K - $194K
|
10.3K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-640- 6.08% |
$241K - $264K
|
9.88K
$974K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-641- 25.43% |
$241K - $265K
|
1.88K
$185K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-667- 1.49% |
$251K - $275K
|
44.1K
$4.35M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-674- 4.78% |
$253K - $278K
|
13.4K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-693- 6.49% |
$261K - $286K
|
9.99K
$985K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-698- 24.04% |
$263K - $288K
|
2.21K
$217K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-722- 2.56% |
$272K - $298K
|
27.5K
$2.71M
|