Purchases and Sales Made in Q4 2021 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-290- 10.14% |
$19.2K - $21.8K
|
2.57K
$253K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-381Closed |
$25.3K - $28.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-389- 6.28% |
$25.8K - $29.2K
|
5.81K
$573K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-397- 6.54% |
$26.3K - $29.8K
|
5.68K
$560K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-430- 7.21% |
$28.5K - $32.3K
|
5.53K
$545K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-443- 3.06% |
$29.4K - $33.3K
|
14K
$1.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-451- 7.94% |
$29.9K - $33.9K
|
5.23K
$516K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-460Closed |
$30.5K - $34.5K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-489Closed |
$32.4K - $36.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500Closed |
$33.1K - $37.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-528Closed |
$35K - $39.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-539- 40.56% |
$35.7K - $40.5K
|
790
$77.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-545Closed |
$36.1K - $40.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-590- 1.36% |
$39.1K - $44.3K
|
42.9K
$4.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-594- 50.0% |
$39.4K - $44.6K
|
594
$58.6K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-596- 2.16% |
$39.5K - $44.7K
|
27K
$2.66M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-810Closed |
$53.7K - $60.8K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-815- 5.08% |
$54K - $61.2K
|
15.2K
$1.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-825Closed |
$54.7K - $61.9K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-845Closed |
$56K - $63.4K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-956- 42.45% |
$63.4K - $71.8K
|
1.3K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-978- 0.99% |
$64.8K - $73.4K
|
97.6K
$9.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 37.51% |
$66.3K - $75.1K
|
1.67K
$164K
|
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.02KClosed |
$67.3K - $76.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.16K- 8.94% |
$76.8K - $87K
|
11.8K
$1.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.22K- 10.85% |
$80.8K - $91.5K
|
10K
$988K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.4K- 50.0% |
$92.8K - $105K
|
1.4K
$138K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-1.51K- 0.92% |
$100K - $113K
|
162K
$16M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.54K- 34.01% |
$102K - $116K
|
2.99K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.59K- 16.82% |
$106K - $120K
|
7.87K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.74K- 99.54% |
$115K - $131K
|
8
$789
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.9KClosed |
$126K - $143K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.11K- 7.88% |
$140K - $158K
|
24.7K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.67KClosed |
$177K - $200K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.76K- 5.94% |
$183K - $207K
|
43.7K
$4.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.07KClosed |
$203K - $230K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.23K- 65.61% |
$214K - $243K
|
1.69K
$167K
|
|
|
Jun 06, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-4.41K- 85.71% |
$292K - $331K
|
735
$72.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.1K- 56.57% |
$338K - $383K
|
3.92K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.74K- 29.7% |
$513K - $581K
|
18.3K
$1.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.24K- 34.18% |
$546K - $619K
|
15.9K
$1.56M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.75K- 55.33% |
$580K - $657K
|
7.06K
$696K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.79K- 50.94% |
$649K - $735K
|
9.43K
$929K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-12.5K- 39.03% |
$831K - $941K
|
19.6K
$1.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17K- 4.13% |
$1.13M - $1.28M
|
395K
$39M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.4K- 16.87% |
$1.82M - $2.06M
|
135K
$13.3M
|