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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-27- 4.55% |
$2.27K - $2.66K
|
567
$56.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12+ 0.09% |
$1.01K - $1.18K
|
12.8K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.44K+ 4.39% |
$289K - $340K
|
81.9K
$8.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
162+ 5.15% |
$13.6K - $16K
|
3.31K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
31.5K+ 47.01% |
$2.65M - $3.11M
|
98.6K
$9.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.51KNew |
$127K - $149K
|
1.51K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
915+ 32.81% |
$76.9K - $90.2K
|
3.7K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 3.21% |
$50.4K - $59.2K
|
18.1K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.7K- 10.97% |
$395K - $463K
|
38.1K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
258+ 586.36% |
$21.7K - $25.4K
|
302
$30.3K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.45K+ 21.15% |
$542K - $636K
|
37K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
720+ 0.07% |
$60.5K - $71K
|
990K
$99.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-229- 8.65% |
$19.2K - $22.6K
|
2.42K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
25+ 0.45% |
$2.1K - $2.47K
|
5.57K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.81K- 3.84% |
$404K - $474K
|
120K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.66K+ 123.16% |
$559K - $657K
|
12.1K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.65K- 1.75% |
$138K - $162K
|
92.6K
$9.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.1K+ 13.61% |
$7.4M - $8.69M
|
735K
$73.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
317+ 1.58% |
$26.6K - $31.3K
|
20.3K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44K+ 1.41% |
$121K - $142K
|
104K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29.6KNew |
$2.49M - $2.92M
|
29.6K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
31.7K+ 175.22% |
$2.67M - $3.13M
|
49.8K
$4.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 3.14% |
$2.3M - $2.69M
|
896K
$89.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
188+ 43.93% |
$15.8K - $18.5K
|
616
$61.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
600+ 11.01% |
$50.4K - $59.2K
|
6.05K
$606K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
854+ 4.36% |
$71.8K - $84.2K
|
20.5K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-432- 12.74% |
$36.3K - $42.6K
|
2.96K
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.2KNew |
$1.02M - $1.2M
|
12.2K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-349- 13.51% |
$29.3K - $34.4K
|
2.23K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-550- 34.7% |
$46.2K - $54.2K
|
1.04K
$104K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 47.62% |
$8.4K - $9.86K
|
110
$11K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.89K+ 32.63% |
$411K - $482K
|
19.9K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
618+ 23.49% |
$51.9K - $60.9K
|
3.25K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-800- 2.0% |
$67.2K - $78.9K
|
39.2K
$3.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
71.9K+ 4.03% |
$6.04M - $7.09M
|
1.86M
$186M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-4.12K- 1.33% |
$346K - $406K
|
305K
$30.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-216- 4.26% |
$18.2K - $21.3K
|
4.85K
$486K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 35.47% |
$9.34M - $11M
|
425K
$42.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$252 - $296
|
3.03K
$304K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
558+ 3.74% |
$46.9K - $55K
|
15.5K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8+ 0.19% |
$672 - $789
|
4.26K
$427K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 40.66% |
$3.11K - $3.65K
|
54
$5.41K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.19K- 4.38% |
$100K - $117K
|
26K
$2.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.92K+ 100.05% |
$665K - $781K
|
15.8K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$182K - $213K
|
2.16K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10New |
$840 - $986
|
10
$1K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-121- 1.37% |
$10.2K - $11.9K
|
8.72K
$874K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8KNew |
$908K - $1.07M
|
10.8K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
65.7KNew |
$5.52M - $6.48M
|
65.7K
$6.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
344+ 25.26% |
$28.9K - $33.9K
|
1.71K
$171K
|