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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-104K- 79.25% |
$9.44M - $11.3M
|
27.2K
$2.81M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-15- 0.22% |
$1.36K - $1.63K
|
6.89K
$711K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-57.5K- 58.31% |
$5.21M - $6.24M
|
41.1K
$4.24M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-403- 13.47% |
$36.5K - $43.7K
|
2.59K
$267K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.65K- 2.33% |
$240K - $287K
|
111K
$11.5M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
364+ 12.41% |
$33K - $39.5K
|
3.3K
$340K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.03K- 0.88% |
$184K - $221K
|
230K
$23.7M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.8KNew |
$3.34M - $3.99M
|
36.8K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
429+ 12.24% |
$38.9K - $46.5K
|
3.93K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-576- 6.17% |
$52.2K - $62.5K
|
8.77K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.5K+ 1.91% |
$5.03M - $6.02M
|
2.97M
$306M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.5K- 3.3% |
$7.03M - $8.41M
|
2.27M
$235M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.2K+ 100.0% |
$109K - $130K
|
2.4K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-226- 55.39% |
$20.5K - $24.5K
|
182
$18.8K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
4.99K+ 0.78% |
$452K - $541K
|
647K
$66.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
406+ 4.09% |
$36.8K - $44K
|
10.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 3.09% |
$3.42M - $4.09M
|
1.26M
$130M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$181 - $217
|
5.9K
$608K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.49K- 4.53% |
$316K - $378K
|
73.5K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-960- 1.09% |
$87K - $104K
|
87.5K
$9.03M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110New |
$9.97K - $11.9K
|
110
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 12.97% |
$158K - $189K
|
15.2K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-980- 3.15% |
$88.9K - $106K
|
30.1K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-857- 10.45% |
$77.7K - $93K
|
7.34K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-335- 9.61% |
$30.4K - $36.3K
|
3.15K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-740- 1.45% |
$67.1K - $80.3K
|
50.2K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.63K+ 131.88% |
$692K - $827K
|
13.4K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.21K- 4.92% |
$654K - $782K
|
139K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.46M - $1.74M
|
16.1K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4K+ 78.77% |
$1.57M - $1.88M
|
39.4K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.29K+ 9.86% |
$117K - $140K
|
14.4K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
110+ 19.2% |
$9.97K - $11.9K
|
683
$70.5K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-83- 1.37% |
$7.53K - $9K
|
5.95K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
42.5K+ 2.29% |
$3.86M - $4.61M
|
1.9M
$196M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.5KNew |
$955K - $1.14M
|
10.5K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 73.68% |
$204K - $244K
|
5.3K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.3K+ 171.16% |
$661K - $791K
|
11.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.61K- 15.39% |
$780K - $933K
|
47.3K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1K+ 28.21% |
$99.7K - $119K
|
5K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.72KNew |
$790K - $945K
|
8.72K
$900K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-869- 1.64% |
$78.8K - $94.3K
|
52.2K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$90.7 - $108
|
4.8K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.33% |
$1.9K - $2.28K
|
6.32K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7+ 0.03% |
$635 - $759
|
25.4K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
108+ 1.61% |
$9.79K - $11.7K
|
6.83K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
248KNew |
$22.4M - $26.8M
|
248K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.99KNew |
$271K - $324K
|
2.99K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.02KNew |
$274K - $328K
|
3.02K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.46K+ 28.77% |
$495K - $592K
|
24.4K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.58% |
$1.99K - $2.39K
|
3.85K
$397K
|