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 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-30- 1.9% |
$1.33K - $9.21K
|
1.55K
$153K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-33- 3.36% |
$1.47K - $10.1K
|
949
$93.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-35- 2.9% |
$1.55K - $10.7K
|
1.17K
$115K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 64.81% |
$1.55K - $10.7K
|
19
$1.87K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-37- 1.3% |
$1.64K - $11.4K
|
2.81K
$277K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-44- 4.6% |
$1.95K - $13.5K
|
912
$89.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-49- 5.48% |
$2.18K - $15K
|
845
$83.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-49- 0.49% |
$2.18K - $15K
|
9.91K
$977K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53- 5.0% |
$2.35K - $16.3K
|
1.01K
$99.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-53Closed |
$2.35K - $16.3K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-53- 3.24% |
$2.35K - $16.3K
|
1.58K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-60- 10.08% |
$2.66K - $18.4K
|
535
$52.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-64- 13.36% |
$2.84K - $19.6K
|
415
$40.9K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-68- 1.75% |
$3.02K - $20.9K
|
3.82K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 11.24% |
$3.11K - $21.5K
|
553
$54.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-81- 1.59% |
$3.6K - $24.9K
|
5.02K
$494K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-82- 1.26% |
$3.64K - $25.2K
|
6.44K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-82- 7.03% |
$3.64K - $25.2K
|
1.09K
$107K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-82- 3.72% |
$3.64K - $25.2K
|
2.12K
$209K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-88- 26.27% |
$3.91K - $27K
|
247
$24.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-89- 16.18% |
$3.95K - $27.3K
|
461
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-92- 5.71% |
$4.09K - $28.2K
|
1.52K
$150K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92- 4.33% |
$4.09K - $28.2K
|
2.03K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-107- 0.78% |
$4.75K - $32.8K
|
13.6K
$1.34M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-110- 10.19% |
$4.89K - $33.8K
|
970
$95.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-123- 5.32% |
$5.46K - $37.7K
|
2.19K
$216K
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-133- 1.43% |
$5.91K - $40.8K
|
9.16K
$902K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-148- 3.42% |
$6.57K - $45.4K
|
4.18K
$412K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 4.3% |
$6.66K - $46K
|
3.34K
$329K
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-158- 14.54% |
$7.02K - $48.5K
|
929
$91.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-176- 63.77% |
$7.82K - $54K
|
100
$9.86K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-179- 1.61% |
$7.95K - $54.9K
|
10.9K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-233- 55.48% |
$10.3K - $71.5K
|
187
$18.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-239- 29.36% |
$10.6K - $73.3K
|
575
$56.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-270- 38.57% |
$12K - $82.9K
|
430
$42.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-285- 4.97% |
$12.7K - $87.5K
|
5.45K
$537K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-291- 12.06% |
$12.9K - $89.3K
|
2.12K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-303- 12.63% |
$13.5K - $93K
|
2.1K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-351- 11.78% |
$15.6K - $108K
|
2.63K
$259K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-362- 17.79% |
$16.1K - $111K
|
1.67K
$165K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-370- 26.04% |
$16.4K - $114K
|
1.05K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-405- 25.63% |
$18K - $124K
|
1.18K
$116K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-411- 30.02% |
$18.3K - $126K
|
958
$94.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-419- 9.99% |
$18.6K - $129K
|
3.78K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-454- 4.36% |
$20.2K - $139K
|
9.97K
$983K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-568- 40.69% |
$25.2K - $174K
|
828
$81.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-630- 1.49% |
$28K - $193K
|
41.8K
$4.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-725- 2.29% |
$32.2K - $222K
|
30.9K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-763- 30.22% |
$33.9K - $234K
|
1.76K
$174K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-877- 7.05% |
$38.9K - $269K
|
11.6K
$1.14M
|