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 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
5K+ 500.0% |
$421K - $2.58M
|
6K
$671K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
114+ 26.03% |
$9.61K - $58.9K
|
552
$61.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 500.0% |
$1.26K - $7.75K
|
18
$2.01K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11.9KNew |
$1.01M - $6.18M
|
11.9K
$1.34M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
410+ 500.0% |
$34.6K - $212K
|
492
$55K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.18K+ 500.0% |
$99K - $607K
|
1.41K
$158K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
4.02K+ 500.12% |
$338K - $2.08M
|
4.82K
$539K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
140+ 500.0% |
$11.8K - $72.4K
|
168
$18.8K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55+ 500.0% |
$4.63K - $28.4K
|
66
$7.38K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 500.0% |
$21.1K - $129K
|
300
$33.5K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.47KNew |
$293K - $1.8M
|
3.47K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.39KNew |
$370K - $2.27M
|
4.39K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
89New |
$7.5K - $46K
|
89
$9.95K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.67K+ 500.0% |
$393K - $2.41M
|
5.6K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
320+ 500.0% |
$27K - $165K
|
384
$42.9K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 508.33% |
$5.14K - $31.5K
|
73
$8.16K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
56+ 509.09% |
$4.72K - $28.9K
|
67
$7.49K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
265+ 500.0% |
$22.3K - $137K
|
318
$35.5K
|
|
|
May 14, 2024
Q1 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
3.16K+ 500.0% |
$266K - $1.63M
|
3.79K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5.88K+ 500.0% |
$495K - $3.04M
|
7.05K
$788K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.93K+ 500.0% |
$499K - $3.06M
|
7.11K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.2K+ 779.56% |
$1.2M - $7.33M
|
16K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
44.5K+ 500.0% |
$3.75M - $23M
|
53.4K
$5.97M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24K+ 300.63% |
$2.02M - $12.4M
|
31.9K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
125+ 500.0% |
$10.5K - $64.6K
|
150
$16.8K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
109K+ 1127.77% |
$9.2M - $56.4M
|
119K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
215+ 500.0% |
$18.1K - $111K
|
258
$28.8K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
8.33K+ 500.0% |
$702K - $4.3M
|
9.99K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200+ 500.0% |
$16.9K - $103K
|
240
$26.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
825+ 500.0% |
$69.5K - $426K
|
990
$111K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
78+ 487.5% |
$6.57K - $40.3K
|
94
$10.5K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.07KNew |
$90K - $552K
|
1.07K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
BUY
|
- |
6.86K+ 500.0% |
$578K - $3.54M
|
8.23K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
6.63K+ 500.0% |
$558K - $3.42M
|
7.95K
$888K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$159K - $974K
|
1.88K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.75K+ 500.0% |
$653K - $4.01M
|
9.3K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.5K+ 500.0% |
$379K - $2.33M
|
5.4K
$604K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
636New |
$53.6K - $329K
|
636
$71.1K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 500.0% |
$8.01K - $49.1K
|
114
$12.7K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
450+ 500.0% |
$37.9K - $233K
|
540
$60.4K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
50+ 500.0% |
$4.21K - $25.8K
|
60
$6.71K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
40.8K+ 500.0% |
$3.44M - $21.1M
|
48.9K
$5.47M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.57K+ 1083.45% |
$132K - $812K
|
1.72K
$192K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
4.75K+ 500.0% |
$400K - $2.46M
|
5.7K
$637K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
14.6K+ 500.82% |
$1.23M - $7.54M
|
17.5K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.54K+ 500.0% |
$298K - $1.83M
|
4.25K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
30+ 500.0% |
$2.53K - $15.5K
|
36
$4.02K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
248+ 200.0% |
$20.9K - $128K
|
372
$41.6K
|