Purchases and Sales Made in Q4 2022 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 2022. 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 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
160K+ 9723.09% |
$7.12M - $49.2M
|
162K
$16M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
143K+ 444.7% |
$6.36M - $43.9M
|
175K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.9K+ 164.47% |
$4.08M - $28.2M
|
148K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5K+ 148.77% |
$911K - $6.29M
|
34.3K
$3.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
20KNew |
$888K - $6.14M
|
20K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.6K+ 376.79% |
$735K - $5.08M
|
21K
$2.07M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.66K+ 678.57% |
$429K - $2.96M
|
11.1K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.89KNew |
$351K - $2.42M
|
7.89K
$778K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.87K+ 4.0% |
$349K - $2.41M
|
205K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.46K+ 14.31% |
$287K - $1.98M
|
51.6K
$5.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.82KNew |
$258K - $1.79M
|
5.82K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.5K+ 1.19% |
$244K - $1.69M
|
466K
$46M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.63KNew |
$206K - $1.42M
|
4.63K
$456K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.93K+ 86.86% |
$174K - $1.2M
|
8.45K
$833K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
3.49K+ 12.97% |
$155K - $1.07M
|
30.4K
$3M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
3.06K+ 132.22% |
$136K - $939K
|
5.38K
$530K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
2.68KNew |
$119K - $822K
|
2.68K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.44KNew |
$108K - $750K
|
2.44K
$241K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.38K+ 30.51% |
$106K - $730K
|
10.2K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.14K+ 107.0% |
$95K - $657K
|
4.14K
$408K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.97KNew |
$87.7K - $606K
|
1.97K
$195K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 100.31% |
$86.8K - $600K
|
3.9K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8KNew |
$79.9K - $552K
|
1.8K
$177K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.8K+ 7.37% |
$79.8K - $551K
|
26.2K
$2.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.63KNew |
$72.2K - $499K
|
1.63K
$160K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.62K+ 13.43% |
$72.1K - $498K
|
13.7K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.34KNew |
$59.6K - $412K
|
1.34K
$132K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.33KNew |
$59.1K - $408K
|
1.33K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.31K+ 75.32% |
$58.1K - $402K
|
3.05K
$300K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.3KNew |
$57.5K - $397K
|
1.3K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$57.2K - $395K
|
1.29K
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.22K+ 3.52% |
$54K - $373K
|
35.7K
$3.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.13K+ 3.18% |
$50K - $345K
|
36.5K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.01KNew |
$44.6K - $308K
|
1.01K
$99.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
976+ 3.5% |
$43.3K - $299K
|
28.9K
$2.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
955+ 1.04% |
$42.4K - $293K
|
93.1K
$9.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
912New |
$40.5K - $280K
|
912
$89.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
831+ 32.86% |
$36.9K - $255K
|
3.36K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
795New |
$35.3K - $244K
|
795
$78.4K
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
776New |
$34.5K - $238K
|
776
$76.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
747New |
$33.2K - $229K
|
747
$73.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
717New |
$31.8K - $220K
|
717
$70.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
715New |
$31.8K - $219K
|
715
$70.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
704New |
$31.3K - $216K
|
704
$69.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
677+ 1.43% |
$30.1K - $208K
|
47.9K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
675New |
$30K - $207K
|
675
$66.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
593+ 3.94% |
$26.3K - $182K
|
15.6K
$1.54M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
540+ 16.69% |
$24K - $166K
|
3.78K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
515New |
$22.9K - $158K
|
515
$50.8K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
414+ 3.2% |
$18.4K - $127K
|
13.4K
$1.32M
|