Clarus Wealth Advisors Ishares Expanded Tech Sector E Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$66.83 - $71.86 $43,773 - $47,068	-655 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$59.44 - $67.61 $6,003 - $6,828	-101 Reduced 13.36%	655 $270,000
Q4 2020 Jan 12, 2021	BUY	$50.13 - $58.36 $5,013 - $5,836	100 Added 15.24%	756 $0
Q3 2020 Oct 08, 2020	BUY	$47.19 - $56.32 $30,956 - $36,945	656 New	656 $0
Q3 2019 Oct 11, 2019	SELL	$35.88 - $37.08 $19,841 - $20,505	-553 Closed	0 $0
Q1 2019 Apr 04, 2019	BUY	N/A	1 Added 0.18%	553 $114,000
Q4 2018 Feb 05, 2019	BUY	N/A	1 Added 0.18%	552 $95,000
Q4 2018 Jan 08, 2019	BUY	N/A	551 New	551 $115,000
Q4 2018 Jan 07, 2019	SELL	N/A	-551 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	N/A	100 Added 22.17%	551 $115,000
Q2 2018 Jul 05, 2018	BUY	N/A	451 New	451 $81,000

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

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.