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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1+ 0.01% |
$326 - $396
|
13.8K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
26+ 1.91% |
$8.47K - $10.3K
|
1.39K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
55New |
$17.9K - $21.8K
|
55
$5.55K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-45- 7.59% |
$14.7K - $17.8K
|
548
$55.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.83KNew |
$595K - $723K
|
1.83K
$184K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 3.1% |
$16.3K - $19.8K
|
1.56K
$158K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$655K - $796K
|
2.01K
$203K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-617- 20.13% |
$201K - $244K
|
2.45K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
187New |
$60.9K - $74K
|
187
$18.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-58- 8.48% |
$18.9K - $22.9K
|
626
$63.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
513New |
$167K - $203K
|
513
$51.8K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
732New |
$202K - $248K
|
732
$73.9K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-977Closed |
$270K - $332K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.17KNew |
$1.7M - $2.09M
|
6.17K
$623K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.23KNew |
$2M - $2.45M
|
7.23K
$730K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.38KNew |
$381K - $469K
|
1.38K
$140K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
320New |
$88.3K - $109K
|
320
$32.3K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
165New |
$45.5K - $56K
|
165
$16.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17New |
$4.69K - $5.77K
|
17
$1.72K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-105- 60.0% |
$29K - $35.6K
|
70
$7.07K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-174- 77.68% |
$48K - $59K
|
50
$5.05K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
717New |
$31.8K - $220K
|
717
$72.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$4.44K - $30.7K
|
100
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-303- 12.63% |
$13.5K - $93K
|
2.1K
$212K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
29New |
$1.29K - $8.9K
|
29
$2.93K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4- 12.5% |
$178 - $1.23K
|
28
$2.83K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
795New |
$35.3K - $244K
|
795
$80.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
200+ 25.48% |
$8.88K - $61.4K
|
985
$99.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-64- 13.36% |
$2.84K - $19.6K
|
415
$41.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-53Closed |
$2.35K - $16.3K
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-110- 10.19% |
$4.89K - $33.8K
|
970
$97.9K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60Closed |
$2.76K - $3.52K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 54.81% |
$3.41K - $4.34K
|
61
$6.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.72K- 53.85% |
$79K - $101K
|
1.47K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.96K- 56.31% |
$413K - $526K
|
6.95K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.34K- 15.21% |
$108K - $137K
|
13K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.5K+ 55.28% |
$253K - $323K
|
15.5K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
75+ 6.82% |
$3.46K - $4.4K
|
1.17K
$119K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
174+ 1.08% |
$8.02K - $10.2K
|
16.3K
$1.65M
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.52K- 55.11% |
$116K - $148K
|
2.05K
$207K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.84K- 52.61% |
$223K - $284K
|
4.36K
$440K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.1KNew |
$235K - $299K
|
5.1K
$515K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-194- 53.01% |
$8.94K - $11.4K
|
172
$17.4K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.07K- 50.62% |
$49.1K - $62.5K
|
1.04K
$105K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
35.4KNew |
$1.63M - $2.08M
|
35.4K
$3.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1KNew |
$46.1K - $58.7K
|
1K
$101K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
59.8K+ 1221.67% |
$2.75M - $3.51M
|
64.6K
$6.53M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 40.0% |
$645 - $821
|
49
$4.95K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$46.1 - $58.7
|
1.07K
$108K
|
|