Copperwynd Financial, LLC Ishares Expanded Tech Sector E Transaction History

Copperwynd Financial, LLC

$330 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-13,755 Closed	0 $0
Q4 2018 Feb 08, 2019	SELL	N/A	-1,546 Reduced 10.1%	13,755 $2.36 Million
Q3 2018 Nov 13, 2018	BUY	N/A	15,301 New	15,301 $3.2 Million

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

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