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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.03K- 65.96% |
$339K - $398K
|
2.08K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.2K+ 30.63% |
$269K - $316K
|
13.7K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
362+ 14.61% |
$30.4K - $35.7K
|
2.84K
$285K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.4K+ 1.23% |
$118K - $138K
|
115K
$11.6M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.34K- 33.03% |
$112K - $132K
|
2.71K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.36% |
$1.18K - $1.38K
|
3.88K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-39.3K- 1.96% |
$3.3M - $3.88M
|
1.97M
$197M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
387+ 1.78% |
$32.5K - $38.2K
|
22.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
251+ 3.87% |
$21.1K - $24.8K
|
6.75K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18K- 32.61% |
$1.52M - $1.78M
|
37.3K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-330- 4.26% |
$27.7K - $32.5K
|
7.42K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 43.75% |
$588 - $690
|
9
$902
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.82K+ 77.28% |
$489K - $574K
|
13.3K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-196K- 24.37% |
$16.5M - $19.4M
|
609K
$61.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.92K- 12.17% |
$161K - $189K
|
13.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.2K+ 30.59% |
$3.46M - $4.06M
|
176K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.61K+ 42.84% |
$724K - $849K
|
28.7K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 109.89% |
$215K - $252K
|
4.88K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.02K+ 22.64% |
$85.8K - $101K
|
5.53K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-80- 1.64% |
$6.72K - $7.89K
|
4.8K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77+ 11.99% |
$6.47K - $7.59K
|
719
$72K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-36- 0.15% |
$3.03K - $3.55K
|
24.2K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-132- 0.23% |
$11.1K - $13K
|
56.9K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.09% |
$252 - $296
|
3.38K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.31K+ 2.07% |
$698K - $819K
|
409K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.18K+ 5.37% |
$183K - $215K
|
42.8K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
568+ 1.8% |
$47.7K - $56K
|
32.1K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.13K+ 2.31% |
$347K - $407K
|
183K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-335- 4.86% |
$28.2K - $33K
|
6.56K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
421KNew |
$35.4M - $41.6M
|
421K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 81.59% |
$96.8K - $114K
|
2.56K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.2K+ 0.93% |
$2.2M - $2.59M
|
2.84M
$285M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.3KNew |
$109K - $128K
|
1.3K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.36K+ 71.83% |
$450K - $528K
|
12.8K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.43KNew |
$373K - $437K
|
4.43K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.94K+ 25.0% |
$247K - $290K
|
14.7K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-245- 7.95% |
$20.6K - $24.2K
|
2.84K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
346+ 376.09% |
$29.1K - $34.1K
|
438
$43.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.02% |
$168 - $197
|
10.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
282New |
$23.7K - $27.8K
|
282
$28.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-845- 13.01% |
$71K - $83.3K
|
5.65K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.44K+ 86.12% |
$373K - $438K
|
9.6K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 11.45% |
$840K - $986K
|
77.3K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 7.55% |
$8.32K - $9.76K
|
1.21K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.3KNew |
$781K - $917K
|
9.3K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 8.17% |
$13.5M - $15.8M
|
2.13M
$213M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01K+ 11.5% |
$84.5K - $99.2K
|
9.75K
$977K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$50.4K - $59.2K
|
600
$60.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$84 - $98.6
|
6.54K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.13% |
$420 - $493
|
3.92K
$393K
|