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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.5KClosed |
$627K - $730K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42New |
$1.98K - $2.37K
|
42
$4.24K
|
|
|
Nov 12, 2020
Q3 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.4KClosed |
$255K - $304K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-47Closed |
$2.22K - $2.65K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
255New |
$12K - $14.4K
|
255
$25.7K
|
|
|
Oct 30, 2020
Q3 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5KClosed |
$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
$235K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-40Closed |
$1.35K - $1.88K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
900New |
$30.3K - $42.2K
|
900
$90.9K
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.29KClosed |
$43.4K - $60.5K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-130Closed |
$4.37K - $6.1K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.53KClosed |
$51.5K - $71.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-310Closed |
$9.76K - $14K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.49KClosed |
$46.8K - $67K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-65Closed |
$2.05K - $2.93K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
55New |
$1.73K - $2.48K
|
55
$5.55K
|
|
|
May 05, 2020
Q1 2020
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.45KClosed |
$45.6K - $65.4K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-877Closed |
$27.6K - $39.5K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-974Closed |
$30.7K - $43.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-361KClosed |
$12.7M - $14.7M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-193Closed |
$6.8K - $7.85K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-725Closed |
$25.5K - $29.5K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-40Closed |
$1.41K - $1.63K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-12Closed |
$423 - $488
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-18.3KClosed |
$645K - $745K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Smith, Salley & Associates
|
SELL
|
- |
-1.01KClosed |
$35.4K - $40.9K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10Closed |
$352 - $407
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-89Closed |
$3.13K - $3.62K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9New |
$323 - $334
|
9
$909
|
|
|
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-61Closed |
$2.19K - $2.26K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-200Closed |
$7.18K - $7.42K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-38Closed |
$1.36K - $1.41K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.41KClosed |
$230K - $238K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.49KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.64KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-714Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.27KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Plancorp, LLC
|
SELL
|
- |
-1.25KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.36KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-33Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-715Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-68Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
27New |
N/A
|
27
$2.73K
|
|
|
Feb 14, 2019
Q4 2018
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.21KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-88Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-419Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-384Closed |
N/A
|
0
$0
|
|