A detailed history of Capital Analysts, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Capital Analysts, LLC holds 954 shares of IGM stock, worth $95,581. This represents 0.0% of its overall portfolio holdings.

Number of Shares
954
Previous 996 4.22%
Holding current value
$95,581
Previous $94,000 2.13%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$84.03 - $98.62 $3,529 - $4,142
-42 Reduced 4.22%
954 $92,000
Q1 2024

May 14, 2024

BUY
$84.27 - $516.87 $69,944 - $429,002
830 Added 500.0%
996 $86,000
Q2 2023

Aug 11, 2023

BUY
$325.63 - $395.58 $2,279 - $2,769
7 Added 4.4%
166 $65,000
Q4 2022

Feb 08, 2023

BUY
$44.41 - $306.86 $3,863 - $26,696
87 Added 120.83%
159 $45,000
Q2 2021

Nov 15, 2021

SELL
$59.44 - $67.61 $1,664 - $1,893
-28 Reduced 28.0%
72 $29,000
Q2 2021

Aug 05, 2021

BUY
$59.44 - $67.61 $1,664 - $1,893
28 Added 38.89%
100 $40,000
Q1 2019

May 13, 2019

BUY
N/A
72 New
72 $14,000

Others Institutions Holding IGM

About ISHARES EXPANDED TECH SECTOR E


  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.