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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-504- 0.79% |
$47.5K - $53.9K
|
62.9K
$6.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.83K+ 104.04% |
$643K - $730K
|
13.4K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-24- 0.74% |
$2.26K - $2.57K
|
3.23K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
273+ 41.49% |
$25.7K - $29.2K
|
931
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 12.89% |
$130K - $148K
|
12.1K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 40.47% |
$116K - $131K
|
4.26K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-27.8K- 4.16% |
$2.62M - $2.98M
|
642K
$69.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-50- 1.0% |
$4.71K - $5.35K
|
4.93K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
632KNew |
$59.5M - $67.6M
|
632K
$68.3M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-984- 2.66% |
$92.7K - $105K
|
36K
$3.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.7KNew |
$1.48M - $1.68M
|
15.7K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.26KNew |
$213K - $242K
|
2.26K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5+ 0.02% |
$471 - $535
|
22.2K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.78K+ 60.48% |
$638K - $725K
|
18K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
77+ 0.26% |
$7.25K - $8.24K
|
29.7K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-72- 2.04% |
$6.78K - $7.7K
|
3.45K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-7- -0.0% |
$659 - $749
|
152K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
369+ 14.39% |
$34.8K - $39.5K
|
2.93K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
24New |
$2.26K - $2.57K
|
24
$2.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.84K+ 73.28% |
$833K - $945K
|
20.9K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.83KNew |
$361K - $410K
|
3.83K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
367+ 0.59% |
$34.6K - $39.3K
|
62.8K
$6.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
416New |
$39.2K - $44.5K
|
416
$45K
|
|
|
Feb 04, 2025
Q4 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
37K+ 7.09% |
$3.49M - $3.96M
|
559K
$60.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
564New |
$53.1K - $60.3K
|
564
$61K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
450+ 10.56% |
$42.4K - $48.1K
|
4.71K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-79- 0.1% |
$7.44K - $8.45K
|
78.8K
$8.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
161+ 0.23% |
$15.2K - $17.2K
|
69K
$7.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.25KNew |
$212K - $241K
|
2.25K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
626+ 8.8% |
$59K - $67K
|
7.74K
$836K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98K+ 49.85% |
$187K - $212K
|
5.96K
$644K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-11- 0.28% |
$1.04K - $1.18K
|
3.92K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200New |
$18.8K - $21.4K
|
200
$21.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 8.59% |
$42.6K - $48.3K
|
5.71K
$618K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
469+ 13.03% |
$44.2K - $50.2K
|
4.07K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.73K+ 14.15% |
$728K - $827K
|
62.3K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-10.5K- 6.41% |
$986K - $1.12M
|
153K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.6K- 11.9% |
$2.22M - $2.52M
|
174K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48- 11.94% |
$4.52K - $5.13K
|
354
$38.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.54% |
$9.42K - $10.7K
|
6.4K
$692K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.9K- 24.1% |
$461K - $524K
|
15.4K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.03K- 67.81% |
$850K - $965K
|
4.29K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 10.92% |
$144K - $164K
|
15.6K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
956+ 1.54% |
$90K - $102K
|
63K
$6.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 55.62% |
$185K - $210K
|
5.51K
$595K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$283 - $321
|
2.59K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
18.6KNew |
$1.75M - $1.99M
|
18.6K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
60+ 4.56% |
$5.65K - $6.42K
|
1.38K
$149K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
252K+ 81664.08% |
$23.8M - $27M
|
253K
$27.3M
|