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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$308K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.23K+ 500.0% |
$356K - $2.18M
|
5.07K
$520K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
125+ 500.0% |
$10.5K - $64.6K
|
150
$15.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.58K+ 500.0% |
$470K - $2.88M
|
6.7K
$687K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
3.6K+ 500.0% |
$303K - $1.86M
|
4.31K
$443K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.08K+ 232.9% |
$91.3K - $560K
|
1.55K
$159K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.36K+ 500.0% |
$199K - $1.22M
|
2.83K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
14K+ 478.84% |
$1.18M - $7.23M
|
16.9K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
7.4K+ 740.0% |
$624K - $3.82M
|
8.4K
$862K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.13K+ 499.88% |
$685K - $4.2M
|
9.76K
$1M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.43K+ 500.0% |
$289K - $1.77M
|
4.11K
$422K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.15K+ 500.0% |
$686K - $4.21M
|
9.77K
$1M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
370+ 500.0% |
$31.2K - $191K
|
444
$45.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
12.5K+ 500.0% |
$1.05M - $6.46M
|
15K
$1.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
800+ 500.0% |
$67.4K - $413K
|
960
$98.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
100+ 500.0% |
$8.43K - $51.7K
|
120
$12.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
2.86K+ 500.0% |
$241K - $1.48M
|
3.43K
$352K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.38KNew |
$201K - $1.23M
|
2.38K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
9.86K+ 500.0% |
$830K - $5.09M
|
11.8K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.06K+ 500.0% |
$89.3K - $548K
|
1.27K
$131K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
2.15K+ 500.0% |
$181K - $1.11M
|
2.58K
$265K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
210+ 500.0% |
$17.7K - $109K
|
252
$25.9K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-3.6K- 83.25% |
$1.32M - $1.62M
|
724
$74.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
11.7KNew |
$4.28M - $5.28M
|
11.7K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
595New |
$218K - $268K
|
595
$61.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.4% |
$1.1K - $1.35K
|
746
$76.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
370+ 19.68% |
$135K - $167K
|
2.25K
$231K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-437- 22.58% |
$164K - $180K
|
1.5K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
233+ 39.63% |
$87.6K - $96.2K
|
821
$84.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 3.21% |
$2.26K - $2.48K
|
193
$19.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-45- 7.0% |
$16.9K - $18.6K
|
598
$61.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
695+ 11.47% |
$261K - $287K
|
6.75K
$693K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
510New |
$192K - $211K
|
510
$52.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.53K- 20.21% |
$2.08M - $2.28M
|
21.8K
$2.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.9KNew |
$2.22M - $2.44M
|
5.9K
$606K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
77+ 1.73% |
$29K - $31.8K
|
4.52K
$464K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14New |
$5.27K - $5.78K
|
14
$1.44K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21+ 3.95% |
$6.84K - $8.31K
|
553
$56.8K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1+ 0.01% |
$326 - $396
|
13.8K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
6.41KNew |
$2.09M - $2.54M
|
6.41K
$658K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
26+ 1.91% |
$8.47K - $10.3K
|
1.39K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
55New |
$17.9K - $21.8K
|
55
$5.65K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-45- 7.59% |
$14.7K - $17.8K
|
548
$56.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.83KNew |
$595K - $723K
|
1.83K
$188K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$655K - $796K
|
2.01K
$207K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 3.1% |
$16.3K - $19.8K
|
1.56K
$160K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-617- 20.13% |
$201K - $244K
|
2.45K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
187New |
$60.9K - $74K
|
187
$19.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
513New |
$167K - $203K
|
513
$52.7K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
732New |
$202K - $248K
|
732
$75.1K
|
|