Purchases and Sales Made in Q4 2023 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
246KNew |
$90M - $111M
|
246K
$25.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
149K+ 541.1% |
$54.7M - $67.3M
|
177K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
87KNew |
$31.8M - $39.2M
|
87K
$9.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65.3K+ 18.55% |
$23.9M - $29.4M
|
417K
$43.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.1K+ 129.22% |
$22M - $27.1M
|
107K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55K+ 13.95% |
$20.1M - $24.8M
|
449K
$46.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.1K+ 14.03% |
$12.5M - $15.4M
|
277K
$28.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.7KNew |
$8.31M - $10.2M
|
22.7K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2K+ 643.48% |
$6.64M - $8.18M
|
21K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.9K+ 38.21% |
$5.1M - $6.29M
|
50.4K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
11.7KNew |
$4.28M - $5.28M
|
11.7K
$1.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
11.7KNew |
$4.28M - $5.28M
|
11.7K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.73KNew |
$3.19M - $3.93M
|
8.73K
$911K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
8.16KNew |
$2.98M - $3.68M
|
8.16K
$851K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.1K+ 13.7% |
$2.6M - $3.2M
|
58.9K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.02K+ 6.73% |
$2.57M - $3.16M
|
111K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.97KNew |
$1.82M - $2.24M
|
4.97K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.35K+ 19.71% |
$1.59M - $1.96M
|
26.4K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.11KNew |
$1.5M - $1.85M
|
4.11K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.92KNew |
$1.43M - $1.77M
|
3.92K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.53K+ 69.57% |
$1.29M - $1.59M
|
8.59K
$897K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
3.14KNew |
$1.15M - $1.42M
|
3.14K
$328K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.5KNew |
$913K - $1.12M
|
2.5K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.34K+ 6.36% |
$857K - $1.06M
|
39.2K
$4.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.15KNew |
$788K - $970K
|
2.15K
$225K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.01KNew |
$736K - $907K
|
2.01K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 31.56% |
$700K - $862K
|
7.97K
$832K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.73KNew |
$632K - $778K
|
1.73K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.71K+ 3.33% |
$625K - $770K
|
53K
$5.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53K+ 2.53% |
$558K - $687K
|
61.8K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$548K - $676K
|
1.5K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.46K+ 7.39% |
$535K - $659K
|
21.3K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.42K+ 21.76% |
$521K - $642K
|
7.97K
$831K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.23KNew |
$449K - $553K
|
1.23K
$128K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1KNew |
$367K - $452K
|
1K
$105K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
987+ 2.36% |
$361K - $445K
|
42.8K
$4.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
970New |
$355K - $437K
|
970
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
908New |
$332K - $409K
|
908
$94.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
902New |
$330K - $407K
|
902
$94.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
869New |
$318K - $392K
|
869
$90.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
792New |
$290K - $357K
|
792
$82.6K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
764+ 35.53% |
$280K - $344K
|
2.91K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
746+ 57.74% |
$273K - $336K
|
2.04K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
719+ 6.96% |
$263K - $324K
|
11K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
607+ 248.77% |
$222K - $274K
|
851
$88.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
600New |
$220K - $270K
|
600
$62.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
595New |
$218K - $268K
|
595
$62.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
594+ 27.15% |
$217K - $268K
|
2.78K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
592+ 6.53% |
$217K - $267K
|
9.66K
$1.01M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
544New |
$199K - $245K
|
544
$56.8K
|