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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-54.6K- 5.23% |
$4.37M - $5.21M
|
989K
$95.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-559- 12.65% |
$44.7K - $53.3K
|
3.86K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.01K- 13.37% |
$80.7K - $96.2K
|
6.54K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-171- 91.44% |
$13.7K - $16.3K
|
16
$1.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.22K+ 5.61% |
$738K - $879K
|
174K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.41K- 5.95% |
$113K - $134K
|
22.3K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
26+ 0.27% |
$2.08K - $2.48K
|
9.79K
$942K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.13KNew |
$170K - $203K
|
2.13K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
570+ 9.62% |
$45.6K - $54.4K
|
6.49K
$625K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-276- 9.72% |
$22.1K - $26.3K
|
2.56K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-342- 2.79% |
$27.4K - $32.6K
|
11.9K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.5K- 3.07% |
$1.64M - $1.95M
|
647K
$62.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.17K+ 2.96% |
$93.5K - $111K
|
40.6K
$3.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
450+ 10.71% |
$36K - $42.9K
|
4.65K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$20K - $23.8K
|
250
$24.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.96K+ 2.07% |
$477K - $568K
|
294K
$28.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.03% |
$160 - $191
|
7.1K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.15KNew |
$252K - $300K
|
3.15K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.31K- 3.39% |
$265K - $316K
|
94.2K
$9.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.33KNew |
$186K - $222K
|
2.33K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$160 - $191
|
4.88K
$469K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
578+ 3.54% |
$46.3K - $55.1K
|
16.9K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.81KNew |
$225K - $268K
|
2.81K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
654+ 2.19% |
$52.3K - $62.4K
|
30.5K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
31.9K+ 339.16% |
$2.56M - $3.05M
|
41.4K
$3.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.22KNew |
$498K - $593K
|
6.22K
$599K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
730+ 11.83% |
$58.4K - $69.6K
|
6.9K
$664K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.48K- 3.4% |
$279K - $332K
|
99K
$9.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
215+ 3.11% |
$17.2K - $20.5K
|
7.13K
$686K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9- 0.13% |
$720 - $858
|
6.84K
$658K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.1K+ 17.25% |
$3.69M - $4.4M
|
313K
$30.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.03KNew |
$82.2K - $98K
|
1.03K
$98.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.08K+ 1.69% |
$166K - $198K
|
125K
$12M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 17.7% |
$10.5M - $12.5M
|
869K
$83.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.25KNew |
$180K - $215K
|
2.25K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
44New |
$3.52K - $4.2K
|
44
$4.23K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
737+ 20.96% |
$59K - $70.3K
|
4.25K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
119+ 4.46% |
$9.52K - $11.4K
|
2.79K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
202+ 252.5% |
$16.2K - $19.3K
|
282
$27.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
470+ 16.08% |
$37.6K - $44.8K
|
3.39K
$326K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23+ 0.73% |
$1.84K - $2.19K
|
3.16K
$304K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$80 - $95.4
|
3.03K
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26+ 0.39% |
$2.08K - $2.48K
|
6.69K
$643K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-248- 1.11% |
$19.8K - $23.7K
|
22K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 276.32% |
$880K - $1.05M
|
15K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
67.1KNew |
$5.37M - $6.4M
|
67.1K
$6.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 40.0% |
$960 - $1.14K
|
42
$4.04K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.11KNew |
$88.8K - $106K
|
1.11K
$107K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.94KNew |
$235K - $280K
|
2.94K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70New |
$5.6K - $6.68K
|
70
$6.74K
|