Latest Institutional Transactions on Ishares Expanded Tech Sector E (IGM)

IGM Quotes by TradingView

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
Jan 31, 2022 Q4 2021
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-825
Closed
$54.7K - $61.9K
0 $0
Jan 27, 2022 Q4 2021
Baldrige Asset Management LLC

SELL
 -
-22
Closed
$1.46K - $1.65K
0 $0
Jan 13, 2022 Q4 2021
Blue Sky Wealth Advisors, LLC

SELL
 -
-845
Closed
$56K - $63.4K
0 $0
Q3 2021
Nov 09, 2023 Q3 2021
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
BUY
 -
1.77K
+ 2.67%
$119K - $127K
68.2K $6.57M
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-12
Closed
$802 - $862
0 $0
Nov 05, 2021 Q3 2021
Citizens Financial Group Inc

SELL
 -
-763
Closed
$51K - $54.8K
0 $0
Nov 04, 2021 Q3 2021
Cullen/Frost Bankers, Inc.

SELL
 -
-28
Closed
$1.87K - $2.01K
0 $0
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-788
Closed
$52.7K - $56.6K
0 $0
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-2.5K
Closed
$167K - $179K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
732
New
$48.9K - $52.6K
732 $70.4K
Oct 12, 2021 Q3 2021
Eastover Investment Advisors LLC

SELL
 -
-675
Closed
$45.1K - $48.5K
0 $0
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

SELL
 -
-121
Closed
$8.09K - $8.7K
0 $0
Oct 08, 2021 Q3 2021
Vigilant Capital Management, LLC

SELL
 -
-222
Closed
$14.8K - $16K
0 $0
Oct 06, 2021 Q3 2021
Clarus Wealth Advisors

SELL
 -
-655
Closed
$43.8K - $47.1K
0 $0
Q2 2021
Dec 28, 2021 Q2 2021
Jordan Park Group LLC

BUY
 -
902
New
$53.6K - $61K
902 $86.8K
Aug 16, 2021 Q2 2021
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-10.3K
Closed
$614K - $699K
0 $0
Aug 09, 2021 Q2 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-10
Closed
$594 - $676
0 $0
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-35
Closed
$2.08K - $2.37K
0 $0
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-376
Closed
$22.3K - $25.4K
0 $0
Jul 30, 2021 Q2 2021
Kestra Private Wealth Services, LLC

SELL
 -
-2.11K
Closed
$125K - $142K
0 $0
Jul 28, 2021 Q2 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-473
Closed
$28.1K - $32K
0 $0
Jul 26, 2021 Q2 2021
Total Clarity Wealth Management, Inc.

SELL
 -
-200
Closed
$11.9K - $13.5K
0 $0
Q1 2021
Jul 24, 2024 Q1 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-9.46K
Closed
$538K - $598K
0 $0
May 17, 2021 Q1 2021
Charter Oak Capital Management, LLC

BUY
 -
5
+ 38.46%
$284 - $316
18 $1.73K
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-34
Closed
$1.93K - $2.15K
0 $0
May 13, 2021 Q1 2021
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-78
Closed
$4.44K - $4.93K
0 $0
May 12, 2021 Q1 2021
Oak Ridge Investments LLC

BUY
 -
1.01K
New
$57.2K - $63.6K
1.01K $96.8K
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-59
Closed
$3.36K - $3.73K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-44
Closed
$2.5K - $2.78K
0 $0
Apr 30, 2021 Q1 2021
Centaurus Financial, Inc.

SELL
 -
-3.17K
Closed
$180K - $200K
0 $0
Apr 28, 2021 Q1 2021
Washington Trust CO

BUY
 -
10
New
$569 - $632
10 $962
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-100
Closed
$5.69K - $6.32K
0 $0
Apr 05, 2021 Q1 2021
Fulcrum Equity Management

SELL
 -
-1.33K
Closed
$75.5K - $83.9K
0 $0
Q4 2020
Mar 26, 2021 Q4 2020
Bard Financial Services, Inc.

BUY
 -
1.88K
New
$94K - $109K
1.88K $180K
Feb 23, 2021 Q4 2020
Fort Pitt Capital Group, LLC

SELL
 -
-3.53K
Closed
$177K - $206K
0 $0
Feb 16, 2021 Q4 2020
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-200
Closed
$10K - $11.7K
0 $0
Feb 12, 2021 Q4 2020
Credit Suisse Ag

Zurich, V8
SELL
 -
-12.5K
Closed
$627K - $730K
0 $0
Q3 2020
Feb 11, 2021 Q3 2020
Iag Wealth Partners, LLC

BUY
 -
42
New
$1.98K - $2.37K
42 $4.04K
Nov 12, 2020 Q3 2020
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-5.4K
Closed
$255K - $304K
0 $0
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-47
Closed
$2.22K - $2.65K
0 $0
Nov 03, 2020 Q3 2020
Heritage Wealth Advisors

BUY
 -
255
New
$12K - $14.4K
255 $24.5K
Oct 30, 2020 Q3 2020
Prudential PLC

London, England, X0
SELL
 -
-5K
Closed
$236K - $282K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-94
- 3.88%
$3.16K - $4.41K
2.33K $224K
May 10, 2021 Q2 2020
Vaughan & CO Securities, Inc.

SELL
 -
-40
Closed
$1.35K - $1.88K
0 $0
Aug 13, 2020 Q2 2020
Cypress Capital Management LLC

Greenville, DE
BUY
 -
900
New
$30.3K - $42.2K
900 $86.6K
Jul 16, 2020 Q2 2020
Cornerstone Wealth Management, LLC

SELL
 -
-1.29K
Closed
$43.4K - $60.5K
0 $0
Jul 15, 2020 Q2 2020
Howe & Rusling Inc

Rochester, NY
SELL
 -
-130
Closed
$4.37K - $6.1K
0 $0
Jul 07, 2020 Q2 2020
Beam Wealth Advisors, Inc.

SELL
 -
-1.53K
Closed
$51.5K - $71.8K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-310
Closed
$9.76K - $14K
0 $0

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