Latest Institutional Transactions on Ishares Expanded Tech Sector E (IGM)
This table provides information on the latest institutional transactions involving Ishares Expanded Tech Sector E (IGM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.9K+ 114.27% |
$2.34M - $2.66M
|
46.7K
$4.42M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.54K+ 101.92% |
$145K - $165K
|
3.05K
$288K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11.7KNew |
$1.1M - $1.25M
|
11.7K
$1.11M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.7K+ 15.66% |
$443K - $503K
|
34.7K
$3.29M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-340- 2.16% |
$32K - $36.4K
|
15.4K
$1.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$113K - $129K
|
1.2K
$114K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
680New |
$64K - $72.7K
|
680
$64.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.98KNew |
$186K - $212K
|
1.98K
$187K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.97K+ 142.84% |
$280K - $318K
|
5.06K
$478K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
211+ 7.43% |
$19.9K - $22.6K
|
3.05K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
702+ 17.89% |
$66.1K - $75.1K
|
4.63K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
408New |
$38.4K - $43.6K
|
408
$38.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.06% |
$283 - $321
|
4.8K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.82K+ 42.93% |
$642K - $729K
|
22.7K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.62K+ 14.79% |
$812K - $922K
|
66.9K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
253+ 4.57% |
$23.8K - $27.1K
|
5.78K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 3.69% |
$1.42M - $1.61M
|
424K
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 0.7% |
$6.59K - $7.49K
|
9.93K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.84KNew |
$268K - $304K
|
2.84K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-172- 1.33% |
$16.2K - $18.4K
|
12.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.4K+ 2.48% |
$6.63M - $7.53M
|
2.91M
$276M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.77K+ 384.7% |
$261K - $296K
|
3.49K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
81K+ 1091.3% |
$7.63M - $8.66M
|
88.4K
$8.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 14.56% |
$1.41M - $1.6M
|
118K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 0.79% |
$9.89K - $11.2K
|
13.4K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-985- 3.07% |
$92.8K - $105K
|
31.1K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.35K+ 56.33% |
$598K - $679K
|
17.6K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-8.1K- 73.64% |
$763K - $866K
|
2.9K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 45.72% |
$1.04M - $1.19M
|
13.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
123+ 3.64% |
$11.6K - $13.2K
|
3.5K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-980- 1.64% |
$92.3K - $105K
|
58.7K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$1.04M - $1.18M
|
11K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.04% |
$283 - $321
|
7.1K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-507- 7.92% |
$47.8K - $54.2K
|
5.89K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.66K+ 22.44% |
$439K - $499K
|
25.4K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.6K+ 200.0% |
$245K - $278K
|
3.9K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
297+ 2.32% |
$28K - $31.8K
|
13.1K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 7.69% |
$283 - $321
|
36
$3.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$1.02M - $1.16M
|
10.8K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
154New |
$14.5K - $16.5K
|
154
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
540New |
$50.9K - $57.8K
|
540
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-6.9K- 32.66% |
$650K - $738K
|
14.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
153+ 1.9% |
$14.4K - $16.4K
|
8.2K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-31- 0.32% |
$2.92K - $3.32K
|
9.72K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
260New |
$24.5K - $27.8K
|
260
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 0.97% |
$1.1M - $1.25M
|
1.22M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
33.9K+ 154.19% |
$3.2M - $3.63M
|
55.9K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.5K+ 3.85% |
$2.21M - $2.51M
|
633K
$59.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$292K - $332K
|
3.1K
$293K
|