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 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
31.3KNew |
$2.84M - $3.39M
|
31.3K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.83K- 29.92% |
$347K - $415K
|
8.96K
$920K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4.76K- 27.19% |
$432K - $517K
|
12.8K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
25.1K+ 5.91% |
$2.27M - $2.72M
|
449K
$46.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-116- 44.62% |
$10.5K - $12.6K
|
144
$14.8K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-1.89K- 2.32% |
$172K - $205K
|
79.8K
$8.19M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
209KNew |
$18.9M - $22.7M
|
209K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.87K+ 43.81% |
$532K - $636K
|
19.3K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 0.35% |
$2.27K - $2.71K
|
7.12K
$731K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.17K+ 282.94% |
$741K - $887K
|
11.1K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-528- 6.94% |
$47.9K - $57.3K
|
7.08K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-350- 0.65% |
$31.7K - $38K
|
53.7K
$5.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 15.83% |
$11.3M - $13.5M
|
909K
$93.4M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.31KNew |
$300K - $359K
|
3.31K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-31.6K- 76.48% |
$2.87M - $3.43M
|
9.73K
$999K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-695- 3.23% |
$63K - $75.4K
|
20.8K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-79- 0.89% |
$7.16K - $8.57K
|
8.84K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-150- 25.0% |
$13.6K - $16.3K
|
450
$46.2K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.3KNew |
$209K - $249K
|
2.3K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-102K- 96.04% |
$9.23M - $11M
|
4.19K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.28K+ 2.04% |
$116K - $139K
|
64.2K
$6.59M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
67.3KNew |
$6.1M - $7.3M
|
67.3K
$6.91M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.49K+ 2.27% |
$135K - $162K
|
67.3K
$6.91M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 6.7% |
$227K - $271K
|
34.8K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
138New |
$12.5K - $15K
|
138
$14.2K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
55+ 0.16% |
$4.99K - $5.97K
|
34.4K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.54K+ 1.95% |
$139K - $166K
|
80.4K
$8.25M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
96+ 2.24% |
$8.7K - $10.4K
|
4.38K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-902- 4.82% |
$81.8K - $97.8K
|
17.8K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-211- 7.04% |
$19.1K - $22.9K
|
2.79K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99K+ 71.97% |
$8.97M - $10.7M
|
236K
$24.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.23K+ 969.8% |
$655K - $784K
|
7.97K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70New |
$6.35K - $7.59K
|
70
$7.19K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.76K+ 40.12% |
$160K - $191K
|
6.16K
$632K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.17K+ 724.67% |
$197K - $236K
|
2.47K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.3K- 6.42% |
$390K - $466K
|
62.6K
$6.43M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 44.97% |
$12.1M - $14.4M
|
429K
$44.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.25K- 8.04% |
$657K - $786K
|
82.9K
$8.51M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.77KNew |
$342K - $409K
|
3.77K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
168New |
$15.2K - $18.2K
|
168
$17.2K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18New |
$1.63K - $1.95K
|
18
$1.85K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.57K+ 2.36% |
$142K - $170K
|
68.2K
$7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8KNew |
$979K - $1.17M
|
10.8K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 6.05% |
$926K - $1.11M
|
179K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.83K+ 21.9% |
$166K - $199K
|
10.2K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.47K+ 134.41% |
$496K - $593K
|
9.54K
$979K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.33K- 41.03% |
$574K - $686K
|
9.1K
$934K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-705- 24.02% |
$63.9K - $76.5K
|
2.23K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-420- 6.36% |
$38.1K - $45.6K
|
6.18K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
397+ 6.03% |
$36K - $43.1K
|
6.98K
$717K
|