Phoenix Wealth Advisors Ishares Expanded Tech Sector E Transaction History

Phoenix Wealth Advisors

$199 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$66.29 - $75.08 $5,966 - $6,757	-90 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$50.13 - $58.36 $4,511 - $5,252	90 New	90 $31,000

Others Institutions Holding IGM

# of Institutions

409

Shares Held

24.4M

Call Options Held

155K

Put Options Held

27.2K

Bank Of America Corp Charlotte, NC

2.82M
Shares

$271 Million
0.02% of portfolio
Equitable Holdings, Inc. New York, NY

2.01M
Shares

$193 Million
2.07% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$189 Million
0.01% of portfolio
Signature Estate & Investment Advisors LLC

1.78M
Shares

$172 Million
4.22% of portfolio
Royal Bank Of Canada Toronto, A6

1.19M
Shares

$115 Million
0.03% of portfolio

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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