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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-875- 51.05% |
$40.3K - $51.3K
|
839
$84.7K
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-228K- 48.58% |
$10.5M - $13.4M
|
242K
$24.4M
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-50- 3.5% |
$2.3K - $2.93K
|
1.38K
$139K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
28New |
$1.29K - $1.64K
|
28
$2.83K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
42.4KNew |
$1.95M - $2.49M
|
42.4K
$4.28M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.18K- 50.77% |
$193K - $245K
|
4.06K
$410K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-11K- 50.02% |
$505K - $643K
|
11K
$1.11M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.16K- 51.14% |
$53.6K - $68.2K
|
1.11K
$112K
|
|
Q2 2022 | |||||||
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-175- 11.79% |
$8.36K - $11.6K
|
1.31K
$132K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$47.8 - $66.2
|
1
$101
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-100- 6.84% |
$4.78K - $6.62K
|
1.36K
$137K
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-518Closed |
$24.7K - $34.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-977Closed |
$46.7K - $64.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-587Closed |
$28K - $38.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-681Closed |
$32.5K - $45.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
275+ 308.99% |
$13.1K - $18.2K
|
364
$36.7K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.34KNew |
$64K - $88.7K
|
1.34K
$135K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$3.1K - $4.3K
|
65
$6.56K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36New |
$1.72K - $2.38K
|
36
$3.63K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 0.46% |
$47.8 - $66.2
|
215
$21.7K
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-801Closed |
$38.2K - $53K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$4.78K - $6.62K
|
100
$10.1K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-823Closed |
$39.3K - $54.5K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-564Closed |
$26.9K - $37.3K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-672Closed |
$32.1K - $44.5K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-40Closed |
$1.91K - $2.65K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-595Closed |
$28.4K - $39.4K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-220Closed |
$10.5K - $14.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-107Closed |
$5.11K - $7.08K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-76Closed |
$3.63K - $5.03K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30New |
$1.43K - $1.99K
|
30
$3.03K
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-45Closed |
$2.15K - $2.98K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-100- 6.43% |
$4.78K - $6.62K
|
1.46K
$147K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-194- 28.45% |
$9.26K - $12.8K
|
488
$49.3K
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.38KClosed |
$65.7K - $91K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
34+ 3.55% |
$1.62K - $2.25K
|
991
$100K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-55- 93.22% |
$2.63K - $3.64K
|
4
$404
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20Closed |
$955 - $1.32K
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-12.7KClosed |
$724K - $936K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.37KClosed |
$78.2K - $101K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1Closed |
$57 - $73.7
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-477Closed |
$27.2K - $35.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-19.3KClosed |
$1.1M - $1.42M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
75New |
$4.28K - $5.53K
|
75
$7.57K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-100- 11.83% |
$5.7K - $7.37K
|
745
$75.2K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-210Closed |
$12K - $15.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-683Closed |
$38.9K - $50.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
458New |
$26.1K - $33.8K
|
458
$46.2K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2Closed |
$114 - $147
|
0
$0
|