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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 0.67% |
$9.43K - $11.3K
|
15.3K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-133K- 88.07% |
$12.1M - $14.4M
|
18K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
228+ 633.33% |
$20.7K - $24.7K
|
264
$27.1K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.09% |
$544 - $651
|
6.71K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.17K+ 171.1% |
$287K - $343K
|
5.02K
$515K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.39K+ 18.83% |
$307K - $367K
|
21.4K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.73K+ 5.58% |
$338K - $405K
|
70.6K
$7.25M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4K+ 7.78% |
$943K - $1.13M
|
144K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.63K+ 10.66% |
$148K - $177K
|
17K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.52K+ 11.87% |
$320K - $382K
|
33.2K
$3.41M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.28K- 0.2% |
$207K - $248K
|
1.16M
$119M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6- 60.0% |
$544 - $651
|
4
$411
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
963New |
$87.3K - $104K
|
963
$98.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-320- 9.28% |
$29K - $34.7K
|
3.13K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-3.38K- 48.07% |
$306K - $366K
|
3.65K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.35K- 33.28% |
$122K - $146K
|
2.71K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-685- 3.37% |
$62.1K - $74.3K
|
19.7K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.9K+ 60.67% |
$4.16M - $4.98M
|
121K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.81K+ 41.15% |
$346K - $414K
|
13.1K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
111+ 0.92% |
$10.1K - $12K
|
12.2K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12K+ 53.79% |
$1.09M - $1.3M
|
34.4K
$3.53M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.98K- 13.13% |
$179K - $215K
|
13.1K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 1.6% |
$91.5K - $109K
|
62K
$6.37M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-385- 5.42% |
$34.9K - $41.8K
|
6.72K
$690K
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$268K - $321K
|
2.96K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-155- 4.05% |
$14.1K - $16.8K
|
3.67K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 5.45% |
$6.8K - $8.13K
|
1.45K
$149K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.2KNew |
$381K - $456K
|
4.2K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.94KNew |
$266K - $318K
|
2.94K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
49.7KNew |
$4.51M - $5.39M
|
49.7K
$5.11M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
244+ 580.95% |
$22.1K - $26.5K
|
286
$29.4K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
219+ 61.86% |
$19.9K - $23.8K
|
573
$58.8K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 23.36% |
$45.1K - $53.9K
|
2.63K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-50- 9.23% |
$4.53K - $5.42K
|
492
$50.5K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-16.3K- 10.76% |
$1.48M - $1.77M
|
135K
$13.9M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-222- 62.71% |
$20.1K - $24.1K
|
132
$13.6K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.03% |
$272 - $325
|
9.08K
$932K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
237+ 1.66% |
$21.5K - $25.7K
|
14.5K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.6K+ 13.05% |
$145K - $173K
|
13.8K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.16K- 5.23% |
$105K - $126K
|
21K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
315New |
$28.6K - $34.2K
|
315
$32.3K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-108- 0.62% |
$9.79K - $11.7K
|
17.2K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-7.32K- 4.79% |
$664K - $794K
|
145K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.67K- 6.81% |
$152K - $181K
|
22.9K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
221K+ 182.12% |
$20.1M - $24M
|
343K
$35.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-842- 0.81% |
$76.3K - $91.3K
|
103K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 17.92% |
$92.8K - $111K
|
6.74K
$692K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 0.83% |
$907 - $1.08K
|
1.19K
$122K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.6K+ 4.14% |
$235K - $282K
|
65.4K
$6.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
7.26K+ 39.07% |
$658K - $787K
|
25.8K
$2.65M
|