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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 28.9% |
$127K - $144K
|
6.02K
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.32K+ 14.03% |
$124K - $141K
|
10.7K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 6.82% |
$117K - $133K
|
19.4K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$116K - $132K
|
1.23K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 40.47% |
$116K - $131K
|
4.26K
$438K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$113K - $129K
|
1.2K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.2KNew |
$113K - $128K
|
1.2K
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.16K+ 43.3% |
$109K - $124K
|
3.83K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
956+ 1.54% |
$90K - $102K
|
63K
$6.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
930New |
$87.6K - $99.5K
|
930
$95.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
892+ 42.36% |
$84K - $95.4K
|
3K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
825+ 14.82% |
$77.7K - $88.2K
|
6.39K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
816New |
$76.9K - $87.3K
|
816
$83.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
702+ 17.89% |
$66.1K - $75.1K
|
4.63K
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
685+ 31.77% |
$64.5K - $73.3K
|
2.84K
$292K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
680New |
$64K - $72.7K
|
680
$69.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
653+ 11.56% |
$61.5K - $69.8K
|
6.3K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
641New |
$60.4K - $68.6K
|
641
$65.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
626+ 8.8% |
$59K - $67K
|
7.74K
$794K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
609+ 10.33% |
$57.4K - $65.1K
|
6.5K
$668K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
600+ 46.55% |
$56.5K - $64.2K
|
1.89K
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
579+ 9.64% |
$54.5K - $61.9K
|
6.58K
$676K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
564New |
$53.1K - $60.3K
|
564
$57.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
540New |
$50.9K - $57.8K
|
540
$55.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
505New |
$47.6K - $54K
|
505
$51.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
478+ 796.67% |
$45K - $51.1K
|
538
$55.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
469+ 13.03% |
$44.2K - $50.2K
|
4.07K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
454+ 14.79% |
$42.8K - $48.6K
|
3.52K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 8.59% |
$42.6K - $48.3K
|
5.71K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
450+ 10.56% |
$42.4K - $48.1K
|
4.71K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
420+ 6.8% |
$39.6K - $44.9K
|
6.6K
$677K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
416New |
$39.2K - $44.5K
|
416
$42.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
416+ 0.64% |
$39.2K - $44.5K
|
65.8K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
408New |
$38.4K - $43.6K
|
408
$41.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
398+ 1.45% |
$37.5K - $42.6K
|
27.9K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
393+ 4.04% |
$37K - $42K
|
10.1K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
369+ 14.39% |
$34.8K - $39.5K
|
2.93K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
367+ 0.59% |
$34.6K - $39.3K
|
62.8K
$6.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
363New |
$34.2K - $38.8K
|
363
$37.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
360New |
$33.9K - $38.5K
|
360
$37K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
355+ 2.98% |
$33.4K - $38K
|
12.3K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
354New |
$33.3K - $37.9K
|
354
$36.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
339+ 0.02% |
$31.9K - $36.3K
|
1.86M
$190M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
301+ 3.33% |
$28.4K - $32.2K
|
9.35K
$960K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
301+ 6.32% |
$28.4K - $32.2K
|
5.07K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$28.3K - $32.1K
|
300
$30.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
297+ 2.32% |
$28K - $31.8K
|
13.1K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
294New |
$27.7K - $31.4K
|
294
$30.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
292+ 2.86% |
$27.5K - $31.2K
|
10.5K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
289New |
$27.2K - $30.9K
|
289
$29.7K
|