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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 12.63% |
$86.9K - $102K
|
9.22K
$887K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$84 - $98.6
|
2.59K
$249K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.95KNew |
$248K - $291K
|
2.95K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 2.39% |
$128K - $151K
|
62.4K
$6M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.21K- 66.91% |
$522K - $612K
|
3.07K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-306- 5.75% |
$25.7K - $30.2K
|
5.02K
$483K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
72+ 1.82% |
$6.05K - $7.1K
|
4.04K
$388K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.1% |
$504 - $592
|
5.77K
$555K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
216+ 2.86% |
$18.2K - $21.3K
|
7.76K
$747K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.22K- 16.33% |
$103K - $121K
|
6.26K
$602K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.07% |
$588 - $690
|
9.4K
$905K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3KNew |
$252K - $296K
|
3K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-114- 0.17% |
$9.58K - $11.2K
|
68.8K
$6.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
450+ 21.15% |
$37.8K - $44.4K
|
2.58K
$248K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.05K+ 64.03% |
$173K - $203K
|
5.26K
$506K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2+ 0.01% |
$168 - $197
|
27.5K
$2.64M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 35.07% |
$88.1K - $103K
|
4.04K
$389K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-205- 4.53% |
$17.2K - $20.2K
|
4.33K
$416K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
630New |
$50.4K - $60.1K
|
630
$60.6K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
12.1K+ 6050.0% |
$968K - $1.15M
|
12.3K
$1.18M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
265K+ 15.61% |
$21.2M - $25.3M
|
1.97M
$189M
|
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
BUY
|
CALL |
50KNew |
$4M - $4.77M
|
50K
$4.81M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.07K- 5.99% |
$245K - $293K
|
48.2K
$4.63M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.25K+ 2.07% |
$180K - $215K
|
111K
$10.7M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.8K+ 561.87% |
$1.98M - $2.36M
|
29.2K
$2.81M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08K+ 19.97% |
$86.5K - $103K
|
6.49K
$625K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.26KNew |
$261K - $311K
|
3.26K
$314K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-308- 3.4% |
$24.6K - $29.4K
|
8.75K
$842K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3.42K- 4.93% |
$273K - $326K
|
65.9K
$6.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-186K- 93.61% |
$14.9M - $17.7M
|
12.7K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-8.6K- 70.49% |
$688K - $820K
|
3.6K
$346K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
36K+ 46.1% |
$2.88M - $3.43M
|
114K
$11M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-17- 0.42% |
$1.36K - $1.62K
|
4.05K
$390K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.97K+ 25.8% |
$318K - $379K
|
19.4K
$1.86M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.9K+ 92.26% |
$3.35M - $4M
|
87.3K
$8.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-67- 1.08% |
$5.36K - $6.39K
|
6.12K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.92K+ 263.97% |
$314K - $374K
|
5.41K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.32K+ 110.43% |
$106K - $126K
|
2.52K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$160 - $191
|
6.4K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
33.2KNew |
$2.65M - $3.16M
|
33.2K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.44% |
$2.64K - $3.15K
|
7.53K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
498K+ 162.05% |
$39.9M - $47.5M
|
806K
$77.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
14.6K+ 1245.6% |
$1.17M - $1.39M
|
15.8K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
BUY
|
- |
1.43K+ 4.26% |
$114K - $136K
|
35K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 1.61% |
$8K - $9.54K
|
6.13K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-68- 0.38% |
$5.44K - $6.49K
|
17.7K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-458K- 38.62% |
$36.6M - $43.7M
|
728K
$70M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.46K- 5.19% |
$277K - $330K
|
63.2K
$6.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.62K- 17.8% |
$210K - $250K
|
12.1K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.38KNew |
$271K - $323K
|
3.38K
$326K
|
|