Safeguard Investment Advisory Group, LLC Ishares Expanded Tech Sector E Transaction History

Safeguard Investment Advisory Group, LLC

$364 Million
Q4 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 4,801 shares of IGM stock, worth $453,934. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,801

Previous 4,798 0.06%

Holding current value

$453,934

Previous $460,000 6.52%

% of portfolio

0.13%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$94.19 - $106.95 $282 - $320	3 Added 0.06%	4,801 $490,000
Q3 2024 Nov 14, 2024	SELL	$84.03 - $98.62 $6,722 - $7,889	-80 Reduced 1.64%	4,798 $460,000
Q2 2024 Aug 09, 2024	BUY	$80.02 - $95.38 $160 - $190	2 Added 0.04%	4,878 $460,000
Q1 2024 May 13, 2024	BUY	$84.27 - $516.87 $342,304 - $2.1 Million	4,062 Added 499.02%	4,876 $420,000
Q3 2023 Nov 14, 2023	SELL	$376.08 - $412.97 $752 - $825	-2 Reduced 0.25%	814 $311,000
Q2 2023 Aug 01, 2023	SELL	$325.63 - $395.58 $86,291 - $104,828	-265 Reduced 24.51%	816 $320,000
Q1 2023 May 04, 2023	SELL	$275.98 - $339.32 $3,035 - $3,732	-11 Reduced 1.01%	1,081 $366,000
Q4 2022 Jan 26, 2023	BUY	$44.41 - $306.86 $44 - $306	1 Added 0.09%	1,092 $0
Q3 2022 Oct 25, 2022	SELL	$46.07 - $58.66 $921 - $1,173	-20 Reduced 1.8%	1,091 $301,000
Q1 2022 May 04, 2022	BUY	$57.01 - $73.7 $57 - $73	1 Added 0.09%	1,111 $431,000
Q4 2021 Feb 03, 2022	SELL	$66.29 - $75.08 $3,513 - $3,979	-53 Reduced 4.56%	1,110 $487,000
Q3 2021 Oct 20, 2021	SELL	$66.83 - $71.86 $534 - $574	-8 Reduced 0.68%	1,163 $469,000
Q2 2021 Jul 23, 2021	SELL	$59.44 - $67.61 $6,895 - $7,842	-116 Reduced 9.01%	1,171 $473,000
Q1 2021 May 10, 2021	SELL	$56.89 - $63.23 $1,251 - $1,391	-22 Reduced 1.68%	1,287 $464,000
Q4 2020 Feb 18, 2021	BUY	$50.13 - $58.36 $65,620 - $76,393	1,309 New	1,309 $457,000

Others Institutions Holding IGM

# of Institutions

458

Shares Held

27.6M

Call Options Held

151K

Put Options Held

15.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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Safeguard Investment Advisory Group, LLC Ishares Expanded Tech Sector E Transaction History