Moneta Group Investment Advisors LLC Ishares Expanded Tech Sector E Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-125 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	125 New	125 $22,000

Others Institutions Holding IGM

# of Institutions

551

Shares Held

41M

Call Options Held

291K

Put Options Held

20.6K

Bank Of America Corp Charlotte, NC

5.28M
Shares

$675 Million
0.05% of portfolio
Envestnet Asset Management Inc

3.36M
Shares

$430 Million
0.13% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.88M
Shares

$368 Million
0.12% of portfolio
Morgan Stanley New York, NY

2.41M
Shares

$308 Million
0.02% of portfolio
Bank Of Montreal Toronto, A6

2.07M
Shares

$265 Million
0.11% of portfolio

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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