Capital Advisory Group Advisory Services, LLC Ishares Expanded Tech Sector E Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$66.83 - $71.86 $801 - $862	-12 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$50.13 - $58.36 $601 - $700	12 New	12 $4,000

Others Institutions Holding IGM

# of Institutions

420

Shares Held

25.7M

Call Options Held

51.1K

Put Options Held

36K

Bank Of America Corp Charlotte, NC

2.84M
Shares

$286 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.13M
Shares

$214 Million
0.02% of portfolio
Equitable Holdings, Inc. New York, NY

1.97M
Shares

$198 Million
1.91% of portfolio
Signature Estate & Investment Advisors LLC

1.86M
Shares

$186 Million
4.12% of portfolio
Royal Bank Of Canada Toronto, A6

1.21M
Shares

$122 Million
0.02% of portfolio

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About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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