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 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-6Closed |
$342 - $442
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.37KClosed |
$78.3K - $101K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-12Closed |
$684 - $884
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-31Closed |
$1.77K - $2.28K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-632Closed |
$36K - $46.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
130New |
$8.62K - $9.76K
|
130
$13.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
CALL |
13KNew |
$863K - $978K
|
13K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-545Closed |
$36.1K - $40.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-33Closed |
$2.19K - $2.48K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4Closed |
$265 - $300
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-90Closed |
$5.97K - $6.76K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.57KNew |
$104K - $118K
|
1.57K
$158K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-4Closed |
$265 - $300
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-32Closed |
$2.12K - $2.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-825Closed |
$54.7K - $61.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-22Closed |
$1.46K - $1.65K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-845Closed |
$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
$6.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-12Closed |
$802 - $862
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-763Closed |
$51K - $54.8K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-788Closed |
$52.7K - $56.6K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-28Closed |
$1.87K - $2.01K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.5KClosed |
$167K - $179K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
732New |
$48.9K - $52.6K
|
732
$73.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.1KClosed |
$73.2K - $78.8K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-121Closed |
$8.09K - $8.7K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-675Closed |
$45.1K - $48.5K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-222Closed |
$14.8K - $16K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-655Closed |
$43.8K - $47.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
902New |
$53.6K - $61K
|
902
$90.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.3KClosed |
$614K - $699K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-10Closed |
$594 - $676
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-35Closed |
$2.08K - $2.37K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-376Closed |
$22.3K - $25.4K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.11KClosed |
$125K - $142K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-473Closed |
$28.1K - $32K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$11.9K - $13.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.46KClosed |
$538K - $598K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 38.46% |
$284 - $316
|
18
$1.81K
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-34Closed |
$1.93K - $2.15K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-78Closed |
$4.44K - $4.93K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.01KNew |
$57.2K - $63.6K
|
1.01K
$101K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-59Closed |
$3.36K - $3.73K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-44Closed |
$2.5K - $2.78K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
10New |
$569 - $632
|
10
$1K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-100Closed |
$5.69K - $6.32K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.33KClosed |
$75.5K - $83.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.88KNew |
$94K - $109K
|
1.88K
$188K
|
|
|
Feb 23, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.53KClosed |
$177K - $206K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-200Closed |
$10K - $11.7K
|
0
$0
|
|