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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-750- 13.12% |
$63K - $74K
|
4.97K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
194+ 2.88% |
$16.3K - $19.1K
|
6.92K
$699K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
2.2KNew |
$185K - $217K
|
2.2K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-932- 4.1% |
$78.3K - $91.9K
|
21.8K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
121+ 3.99% |
$10.2K - $11.9K
|
3.15K
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
571+ 0.93% |
$48K - $56.3K
|
62.1K
$6.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 2.3% |
$8.4K - $9.86K
|
4.26K
$430K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-22.3K- 90.35% |
$1.87M - $2.2M
|
2.38K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 1.66% |
$1.68K - $1.97K
|
1.19K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
580+ 14.65% |
$48.7K - $57.2K
|
4.54K
$458K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.3K- 8.2% |
$194K - $227K
|
25.8K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-56- 0.58% |
$4.71K - $5.52K
|
9.61K
$971K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5+ 0.11% |
$420 - $493
|
4.42K
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-130- 2.06% |
$10.9K - $12.8K
|
6.18K
$624K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-345- 1.03% |
$29K - $34K
|
33.3K
$3.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19.9K- 98.02% |
$1.67M - $1.96M
|
402
$40.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
776+ 27.58% |
$65.2K - $76.5K
|
3.59K
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
313+ 8.17% |
$26.3K - $30.9K
|
4.14K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.7K+ 14.2% |
$3M - $3.52M
|
287K
$29M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-16.7K- 6.36% |
$1.4M - $1.65M
|
246K
$24.8M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
186New |
$15.6K - $18.3K
|
186
$18.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 5.04% |
$1.27M - $1.49M
|
285K
$28.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.3K- 21.58% |
$7.75M - $9.1M
|
335K
$33.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$504 - $592
|
7.38K
$745K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-573- 2.3% |
$48.1K - $56.5K
|
24.3K
$2.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
639+ 5.42% |
$53.7K - $63K
|
12.4K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3K+ 41.58% |
$252K - $296K
|
10.2K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
237New |
$19.9K - $23.4K
|
237
$23.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.9KNew |
$1M - $1.17M
|
11.9K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
949+ 7.25% |
$79.7K - $93.6K
|
14K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
768+ 4.41% |
$64.5K - $75.7K
|
18.2K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-777- 7.68% |
$65.3K - $76.6K
|
9.34K
$942K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.4KNew |
$538K - $632K
|
6.4K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.64K- 4.72% |
$222K - $260K
|
53.3K
$5.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
457+ 9.98% |
$38.4K - $45.1K
|
5.04K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.95KNew |
$332K - $390K
|
3.95K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.3K+ 8.62% |
$868K - $1.02M
|
130K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.6K+ 287.77% |
$134K - $158K
|
2.16K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-6- 0.15% |
$504 - $592
|
3.93K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$252 - $296
|
2.82K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 91.03% |
$17.9K - $21K
|
21
$2.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.05% |
$168 - $197
|
3.69K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
29.5K+ 46.78% |
$2.48M - $2.91M
|
92.5K
$9.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.36K+ 16.33% |
$283K - $332K
|
23.9K
$2.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$84 - $98.6
|
2.59K
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 12.63% |
$86.9K - $102K
|
9.22K
$931K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.95KNew |
$248K - $291K
|
2.95K
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.21K- 66.91% |
$522K - $612K
|
3.07K
$310K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 2.39% |
$128K - $151K
|
62.4K
$6.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-306- 5.75% |
$25.7K - $30.2K
|
5.02K
$506K
|