White Lighthouse Investment Management Inc. Ishares Expanded Tech Sector E Transaction History

White Lighthouse Investment Management Inc.

$558 Million
Q1 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 80,350 shares of IGM stock, worth $8.25 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

80,350

Previous 78,815 1.95%

Holding current value

$8.25 Million

Previous $8.05 Million 9.46%

% of portfolio

1.3%

Previous 1.42%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$90.67 - $108.46 $139,178 - $166,486	1,535 Added 1.95%	80,350 $7.29 Million
Q4 2024 Feb 04, 2025	SELL	$94.19 - $106.95 $7,441 - $8,449	-79 Reduced 0.1%	78,815 $8.05 Million
Q3 2024 Oct 30, 2024	BUY	$84.03 - $98.62 $81,172 - $95,266	966 Added 1.24%	78,894 $7.57 Million
Q2 2024 Jul 15, 2024	BUY	$80.02 - $95.38 $168,442 - $200,774	2,105 Added 2.78%	77,928 $7.35 Million
Q1 2024 May 07, 2024	BUY	$84.27 - $516.87 $5.27 Million - $32.3 Million	62,544 Added 471.0%	75,823 $6.53 Million
Q4 2023 Jan 23, 2024	SELL	$365.86 - $450.72 $51,952 - $64,002	-142 Reduced 1.06%	13,279 $5.95 Million
Q3 2023 Oct 18, 2023	SELL	$376.08 - $412.97 $253,477 - $278,341	-674 Reduced 4.78%	13,421 $5.13 Million
Q2 2023 Aug 07, 2023	SELL	$325.63 - $395.58 $45,913 - $55,776	-141 Reduced 0.99%	14,095 $5.54 Million
Q1 2023 Apr 20, 2023	BUY	$275.98 - $339.32 $238,998 - $293,851	866 Added 6.48%	14,236 $4.83 Million
Q4 2022 Jan 24, 2023	BUY	$44.41 - $306.86 $18,385 - $127,040	414 Added 3.2%	13,370 $0
Q3 2022 Oct 18, 2022	BUY	$46.07 - $58.66 $6,173 - $7,860	134 Added 1.05%	12,956 $3.58 Million
Q2 2022 Jul 20, 2022	BUY	$47.75 - $66.17 $50,567 - $70,074	1,059 Added 9.0%	12,822 $3.78 Million
Q1 2022 Apr 20, 2022	BUY	$57.01 - $73.7 $1,710 - $2,211	30 Added 0.26%	11,763 $4.57 Million
Q4 2021 Jan 12, 2022	SELL	$66.29 - $75.08 $1,590 - $1,801	-24 Reduced 0.2%	11,733 $5.15 Million
Q3 2021 Oct 20, 2021	SELL	$66.83 - $71.86 $116,284 - $125,036	-1,740 Reduced 12.89%	11,757 $4.75 Million
Q2 2021 Jul 26, 2021	SELL	$59.44 - $67.61 $12,957 - $14,738	-218 Reduced 1.59%	13,497 $5.45 Million
Q1 2021 May 07, 2021	SELL	$56.89 - $63.23 $94,664 - $105,214	-1,664 Reduced 10.82%	13,715 $4.95 Million
Q4 2020 Feb 03, 2021	SELL	$50.13 - $58.36 $36,093 - $42,019	-720 Reduced 4.47%	15,379 $5.38 Million
Q3 2020 Oct 15, 2020	SELL	$47.19 - $56.32 $99,334 - $118,553	-2,105 Reduced 11.56%	16,099 $4.98 Million
Q2 2020 Jul 23, 2020	SELL	$33.65 - $46.92 $71,775 - $100,080	-2,133 Reduced 10.49%	18,204 $5.08 Million
Q1 2020 Apr 07, 2020	SELL	$31.48 - $45.08 $80,746 - $115,630	-2,565 Reduced 11.2%	20,337 $4.31 Million
Q4 2019 Jan 24, 2020	SELL	$35.22 - $40.66 $18,138 - $20,939	-515 Reduced 2.2%	22,902 $5.55 Million
Q3 2019 Nov 13, 2019	SELL	$35.88 - $37.08 $37,566 - $38,822	-1,047 Reduced 4.28%	23,417 $5.08 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-675 Reduced 2.69%	24,464 $5.28 Million
Q1 2019 May 08, 2019	SELL	N/A	-673 Reduced 2.61%	25,139 $5.18 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-1,154 Reduced 4.28%	25,812 $4.43 Million
Q3 2018 Oct 24, 2018	SELL	N/A	-210 Reduced 0.77%	26,966 $5.65 Million
Q2 2018 Aug 09, 2018	BUY	N/A	255 Added 0.95%	27,176 $5.24 Million
Q1 2018 Apr 12, 2018	SELL	N/A	-2,355 Reduced 8.04%	26,921 $4.83 Million
Q4 2017 Jan 10, 2018	BUY	N/A	29,276	29,276 $4.94 Million

Others Institutions Holding IGM

# of Institutions

469

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
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White Lighthouse Investment Management Inc. Ishares Expanded Tech Sector E Transaction History