Strategic Investment Advisors Ishares Expanded Tech Sector E Transaction History

Strategic Investment Advisors

$909 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-1,358 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	N/A	-35 Reduced 2.51%	1,358 $280,000
Q4 2018 Feb 08, 2019	BUY	N/A	1,393 New	1,393 $239,000

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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