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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.01K- 54.38% |
$545K - $652K
|
5.04K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16- 0.12% |
$1.45K - $1.74K
|
12.8K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.3K+ 0.68% |
$390K - $466K
|
637K
$65.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.5KNew |
$1.41M - $1.68M
|
15.5K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
221+ 6.27% |
$20K - $24K
|
3.75K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.04% |
$125K - $149K
|
46.6K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.17K+ 17.83% |
$469K - $561K
|
34.2K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.21K- 3.72% |
$382K - $456K
|
109K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-350- 33.82% |
$31.7K - $38K
|
685
$70.3K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
47.2K+ 504.38% |
$4.28M - $5.12M
|
56.5K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.02K- 1.74% |
$92.8K - $111K
|
57.7K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.6K- 3.64% |
$327K - $391K
|
95.3K
$9.78M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.05K- 32.19% |
$276K - $330K
|
6.42K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
323+ 33.86% |
$29.3K - $35K
|
1.28K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.29K- 50.0% |
$389K - $465K
|
4.29K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.87K- 18.84% |
$260K - $311K
|
12.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.76K+ 23.82% |
$522K - $625K
|
29.9K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
113New |
$10.2K - $12.3K
|
113
$11.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
564+ 2.44% |
$51.1K - $61.2K
|
23.6K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
301+ 9.87% |
$27.3K - $32.6K
|
3.35K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.2KClosed |
$1.2M - $1.44M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.92K+ 10.87% |
$174K - $208K
|
19.5K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.26K- 12.24% |
$658K - $787K
|
52K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
449+ 18.27% |
$40.7K - $48.7K
|
2.91K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-739- 15.97% |
$67K - $80.2K
|
3.89K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.6K- 19.85% |
$236K - $282K
|
10.5K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-355- 5.43% |
$32.2K - $38.5K
|
6.18K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
525+ 8.22% |
$47.6K - $56.9K
|
6.92K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-246- 1.4% |
$22.3K - $26.7K
|
17.4K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-600- 20.69% |
$54.4K - $65.1K
|
2.3K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.85KNew |
$712K - $852K
|
7.85K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.97K- 35.74% |
$178K - $213K
|
3.54K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.48K- 6.87% |
$315K - $377K
|
47.2K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
739+ 7.6% |
$67K - $80.2K
|
10.5K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
90New |
$8.16K - $9.76K
|
90
$9.24K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.4K+ 6.57% |
$2.39M - $2.86M
|
428K
$43.9M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
396+ 16.05% |
$35.9K - $43K
|
2.86K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38.7KNew |
$3.51M - $4.2M
|
38.7K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 30.0% |
$544 - $651
|
26
$2.67K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
164+ 1.49% |
$14.9K - $17.8K
|
11.2K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 5.2% |
$2.9K - $3.47K
|
583
$59.9K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.5K- 2.24% |
$2.4M - $2.87M
|
1.16M
$119M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 1.39% |
$7.62K - $9.11K
|
5.94K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-88- 1.01% |
$7.98K - $9.54K
|
8.64K
$886K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.5K+ 1.67% |
$955K - $1.14M
|
643K
$66M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 4.23% |
$2.18K - $2.6K
|
543
$55.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.2K+ 79.92% |
$471K - $564K
|
11.7K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-60.8K- 3.29% |
$5.51M - $6.59M
|
1.79M
$183M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.1K+ 9.53% |
$1.55M - $1.85M
|
196K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.2K- 33.9% |
$1.11M - $1.32M
|
23.8K
$2.44M
|