Goal Vest Advisory LLC Ishares Expanded Tech Sector E Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 06, 2022	SELL	$47.75 - $66.17 $955 - $1,323	-20 Closed	0 $0
Q2 2021 Sep 01, 2021	BUY	$59.44 - $67.61 $1,188 - $1,352	20 New	20 $8,000

Others Institutions Holding IGM

# of Institutions

403

Shares Held

24.6M

Call Options Held

205K

Put Options Held

39.3K

Bank Of America Corp Charlotte, NC

2.82M
Shares

$269 Million
0.02% of portfolio
Equitable Holdings, Inc. New York, NY

2.01M
Shares

$192 Million
2.07% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$188 Million
0.01% of portfolio
Signature Estate & Investment Advisors LLC

1.78M
Shares

$171 Million
4.22% of portfolio
Royal Bank Of Canada Toronto, A6

1.19M
Shares

$114 Million
0.03% of portfolio

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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