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 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 0.91% |
$471 - $535
|
542
$69.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-7- -0.0% |
$659 - $749
|
152K
$19.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7- 0.09% |
$659 - $749
|
7.75K
$993K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-9- 0.18% |
$848 - $963
|
5.01K
$642K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-11- 0.28% |
$1.04K - $1.18K
|
3.92K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12- 0.29% |
$1.13K - $1.28K
|
4.13K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-12- 0.18% |
$1.13K - $1.28K
|
6.82K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.5% |
$1.13K - $1.28K
|
2.4K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.32% |
$1.32K - $1.5K
|
4.3K
$551K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-19- 0.27% |
$1.79K - $2.03K
|
6.9K
$884K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-22- 0.5% |
$2.07K - $2.35K
|
4.39K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 18.8% |
$2.07K - $2.35K
|
95
$12.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-24- 0.74% |
$2.26K - $2.57K
|
3.23K
$413K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 0.27% |
$2.45K - $2.78K
|
9.59K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-30- 0.42% |
$2.83K - $3.21K
|
7.1K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-31- 0.32% |
$2.92K - $3.32K
|
9.72K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-34- 1.57% |
$3.2K - $3.64K
|
2.13K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-35- 4.49% |
$3.3K - $3.74K
|
745
$95.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-37- 0.29% |
$3.49K - $3.96K
|
12.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41- 0.04% |
$3.86K - $4.38K
|
98.6K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-43- 1.16% |
$4.05K - $4.6K
|
3.65K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-44- 1.49% |
$4.14K - $4.71K
|
2.91K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48- 11.94% |
$4.52K - $5.13K
|
354
$45.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-50- 1.0% |
$4.71K - $5.35K
|
4.93K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-50- 2.29% |
$4.71K - $5.35K
|
2.13K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-54- 1.46% |
$5.09K - $5.78K
|
3.65K
$468K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-68- 2.64% |
$6.4K - $7.27K
|
2.51K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-68- 0.73% |
$6.4K - $7.27K
|
9.27K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 0.7% |
$6.59K - $7.49K
|
9.93K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-72- 2.04% |
$6.78K - $7.7K
|
3.45K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-79- 0.1% |
$7.44K - $8.45K
|
78.8K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 6.61% |
$7.72K - $8.77K
|
1.16K
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-96- 4.07% |
$9.04K - $10.3K
|
2.26K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.54% |
$9.42K - $10.7K
|
6.4K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-103- 4.68% |
$9.7K - $11K
|
2.1K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-133- 0.86% |
$12.5K - $14.2K
|
15.3K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-135- 2.73% |
$12.7K - $14.4K
|
4.8K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-147- 20.42% |
$13.8K - $15.7K
|
573
$73.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-150- 0.83% |
$14.1K - $16K
|
17.9K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-159- 5.22% |
$15K - $17K
|
2.89K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-160- 6.92% |
$15.1K - $17.1K
|
2.15K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-172- 1.33% |
$16.2K - $18.4K
|
12.8K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-192- 3.96% |
$18.1K - $20.5K
|
4.66K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-201- 1.62% |
$18.9K - $21.5K
|
12.2K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-210- 6.54% |
$19.8K - $22.5K
|
3K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-239- 79.14% |
$22.5K - $25.6K
|
63
$8.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-244- 27.29% |
$23K - $26.1K
|
650
$83.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-246- 0.3% |
$23.2K - $26.3K
|
81.7K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-246- 9.07% |
$23.2K - $26.3K
|
2.47K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-258- 0.45% |
$24.3K - $27.6K
|
56.6K
$7.26M
|