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 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
568+ 1.8% |
$47.7K - $56K
|
32.1K
$3.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
558+ 3.74% |
$46.9K - $55K
|
15.5K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
486+ 13.02% |
$40.8K - $47.9K
|
4.22K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
457+ 9.98% |
$38.4K - $45.1K
|
5.04K
$496K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
450+ 21.15% |
$37.8K - $44.4K
|
2.58K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
439+ 4.08% |
$36.9K - $43.3K
|
11.2K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
438+ 9.08% |
$36.8K - $43.2K
|
5.26K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
387+ 1.78% |
$32.5K - $38.2K
|
22.2K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
369+ 8.39% |
$31K - $36.4K
|
4.77K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
364+ 4.91% |
$30.6K - $35.9K
|
7.78K
$767K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
362+ 14.61% |
$30.4K - $35.7K
|
2.84K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
346+ 376.09% |
$29.1K - $34.1K
|
438
$43.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
344+ 25.26% |
$28.9K - $33.9K
|
1.71K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
317+ 1.58% |
$26.6K - $31.3K
|
20.3K
$2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
313+ 8.17% |
$26.3K - $30.9K
|
4.14K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
282New |
$23.7K - $27.8K
|
282
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
258+ 586.36% |
$21.7K - $25.4K
|
302
$29.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
251+ 3.87% |
$21.1K - $24.8K
|
6.75K
$665K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
237New |
$19.9K - $23.4K
|
237
$23.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
216+ 2.86% |
$18.2K - $21.3K
|
7.76K
$765K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
194+ 2.88% |
$16.3K - $19.1K
|
6.92K
$682K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
188+ 43.93% |
$15.8K - $18.5K
|
616
$60.7K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
186New |
$15.6K - $18.3K
|
186
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
162+ 5.15% |
$13.6K - $16K
|
3.31K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
125+ 0.79% |
$10.5K - $12.3K
|
15.9K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
121+ 3.99% |
$10.2K - $11.9K
|
3.15K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
117New |
$9.83K - $11.5K
|
117
$11.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
102+ 1.06% |
$8.57K - $10.1K
|
9.72K
$958K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
99+ 0.62% |
$8.32K - $9.76K
|
16K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77+ 11.99% |
$6.47K - $7.59K
|
719
$70.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73+ 2.15% |
$6.13K - $7.2K
|
3.48K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
72+ 1.82% |
$6.05K - $7.1K
|
4.04K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
66+ 0.19% |
$5.55K - $6.51K
|
35K
$3.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
59+ 0.99% |
$4.96K - $5.82K
|
6.01K
$592K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
39New |
$3.28K - $3.85K
|
39
$3.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
25+ 0.45% |
$2.1K - $2.47K
|
5.57K
$549K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
20+ 0.57% |
$1.68K - $1.97K
|
3.53K
$347K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.36% |
$1.18K - $1.38K
|
3.88K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 0.19% |
$1.09K - $1.28K
|
6.7K
$660K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12New |
$1.01K - $1.18K
|
12
$1.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12+ 0.09% |
$1.01K - $1.18K
|
12.8K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10New |
$840 - $986
|
10
$986
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8+ 0.19% |
$672 - $789
|
4.26K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.07% |
$588 - $690
|
9.4K
$927K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$504 - $592
|
7.38K
$727K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.1% |
$504 - $592
|
5.77K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.13% |
$420 - $493
|
3.92K
$387K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 0.06% |
$420 - $493
|
9.08K
$895K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5+ 0.11% |
$420 - $493
|
4.42K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.08% |
$420 - $493
|
6.4K
$631K
|