Purchases and Sales Made in Q3 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.2K+ 30.63% |
$269K - $316K
|
13.7K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.05KNew |
$256K - $301K
|
3.05K
$300K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3K+ 41.58% |
$252K - $296K
|
10.2K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3KNew |
$252K - $296K
|
3K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.95KNew |
$248K - $291K
|
2.95K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.94K+ 25.0% |
$247K - $290K
|
14.7K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.64KNew |
$222K - $261K
|
2.64K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.58KNew |
$217K - $254K
|
2.58K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 109.89% |
$215K - $252K
|
4.88K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.31KNew |
$194K - $228K
|
2.31K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
2.2KNew |
$185K - $217K
|
2.2K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2KNew |
$185K - $217K
|
2.2K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.18K+ 5.37% |
$183K - $215K
|
42.8K
$4.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$182K - $213K
|
2.16K
$213K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
2.1KNew |
$176K - $207K
|
2.1K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$176K - $207K
|
2.1K
$207K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.05K+ 64.03% |
$173K - $203K
|
5.26K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.9K+ 171.17% |
$160K - $187K
|
3.01K
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.76K+ 69.18% |
$148K - $174K
|
4.31K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.66K+ 4.01% |
$139K - $163K
|
42.9K
$4.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.6K+ 287.77% |
$134K - $158K
|
2.16K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.51KNew |
$127K - $149K
|
1.51K
$149K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.48K+ 6.9% |
$124K - $146K
|
22.9K
$2.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44K+ 1.41% |
$121K - $142K
|
104K
$10.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.4K+ 1.23% |
$118K - $138K
|
115K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 81.59% |
$96.8K - $114K
|
2.56K
$253K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 35.07% |
$88.1K - $103K
|
4.04K
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 12.63% |
$86.9K - $102K
|
9.22K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.02K+ 22.64% |
$85.8K - $101K
|
5.53K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01K+ 11.5% |
$84.5K - $99.2K
|
9.75K
$961K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
986+ 21.37% |
$82.9K - $97.2K
|
5.6K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
966+ 1.24% |
$81.2K - $95.3K
|
78.9K
$7.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
949+ 7.25% |
$79.7K - $93.6K
|
14K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
915+ 32.81% |
$76.9K - $90.2K
|
3.7K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
856+ 7.07% |
$71.9K - $84.4K
|
13K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
854+ 4.36% |
$71.8K - $84.2K
|
20.5K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
847+ 13.52% |
$71.2K - $83.5K
|
7.11K
$701K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
820+ 0.4% |
$68.9K - $80.9K
|
208K
$20.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
776+ 27.58% |
$65.2K - $76.5K
|
3.59K
$354K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
768+ 4.41% |
$64.5K - $75.7K
|
18.2K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
767+ 1.21% |
$64.5K - $75.6K
|
64K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
720+ 0.07% |
$60.5K - $71K
|
990K
$97.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
658New |
$55.3K - $64.9K
|
658
$64.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
639+ 5.42% |
$53.7K - $63K
|
12.4K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
618+ 23.49% |
$51.9K - $60.9K
|
3.25K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
600+ 11.01% |
$50.4K - $59.2K
|
6.05K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$50.4K - $59.2K
|
600
$59.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
585+ 89.31% |
$49.2K - $57.7K
|
1.24K
$122K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
580+ 14.65% |
$48.7K - $57.2K
|
4.54K
$448K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
571+ 0.93% |
$48K - $56.3K
|
62.1K
$6.12M
|