Purchases and Sales Made in Q4 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
5.95KNew |
$561K - $637K
|
5.95K
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.61K+ 30.21% |
$529K - $600K
|
24.2K
$2.29M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.7K+ 15.66% |
$443K - $503K
|
34.7K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.66K+ 22.44% |
$439K - $499K
|
25.4K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.47K+ 28.12% |
$421K - $478K
|
20.4K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.29K+ 100.0% |
$404K - $459K
|
8.58K
$811K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.27KNew |
$402K - $457K
|
4.27K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.01K+ 43.51% |
$378K - $429K
|
13.2K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.97K+ 29.09% |
$374K - $425K
|
17.6K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.83KNew |
$361K - $410K
|
3.83K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.51K+ 2.69% |
$330K - $375K
|
134K
$12.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$305K - $346K
|
3.24K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.12K+ 1.77% |
$293K - $333K
|
179K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.97K+ 8.9% |
$280K - $318K
|
36.4K
$3.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.97K+ 142.84% |
$280K - $318K
|
5.06K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.96K+ 4.63% |
$279K - $316K
|
66.9K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.84KNew |
$268K - $304K
|
2.84K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.79K+ 6.49% |
$262K - $298K
|
45.7K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.77K+ 384.7% |
$261K - $296K
|
3.49K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 68.32% |
$260K - $295K
|
6.8K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.58KNew |
$243K - $275K
|
2.58K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.54K+ 4.48% |
$240K - $272K
|
59.3K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.45K+ 5.73% |
$231K - $262K
|
45.3K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.39K+ 500.0% |
$225K - $255K
|
2.86K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.26KNew |
$213K - $242K
|
2.26K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.25KNew |
$212K - $241K
|
2.25K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.23KNew |
$210K - $239K
|
2.23K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.18KNew |
$205K - $233K
|
2.18K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$194K - $221K
|
2.06K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.04KNew |
$193K - $219K
|
2.04K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.04KNew |
$192K - $218K
|
2.04K
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2KNew |
$188K - $214K
|
2K
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98K+ 49.85% |
$187K - $212K
|
5.96K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.98K+ 12.93% |
$187K - $212K
|
17.3K
$1.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.98KNew |
$186K - $212K
|
1.98K
$187K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.98KNew |
$186K - $211K
|
1.98K
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 55.62% |
$185K - $210K
|
5.51K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.97KNew |
$185K - $210K
|
1.97K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.7K+ 27.16% |
$160K - $182K
|
7.96K
$753K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.69K+ 10.7% |
$159K - $181K
|
17.5K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.66K+ 7.24% |
$156K - $177K
|
24.5K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.62K+ 28.93% |
$153K - $173K
|
7.22K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.58K+ 16.72% |
$149K - $169K
|
11K
$1.04M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.54K+ 101.92% |
$145K - $165K
|
3.05K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 10.92% |
$144K - $164K
|
15.6K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 12.89% |
$130K - $148K
|
12.1K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 28.9% |
$127K - $144K
|
6.02K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.32K+ 14.03% |
$124K - $141K
|
10.7K
$1.01M
|