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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.69K- 25.55% |
$244K - $291K
|
7.83K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$181 - $217
|
2.59K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.07K+ 80.39% |
$188K - $225K
|
4.65K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.63K+ 228.04% |
$601K - $719K
|
9.54K
$979K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.54K- 2.59% |
$593K - $709K
|
246K
$25.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 0.15% |
$124K - $148K
|
902K
$92.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-790- 3.38% |
$71.6K - $85.7K
|
22.6K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-374K- 98.52% |
$33.9M - $40.5M
|
5.62K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
608+ 7.64% |
$55.1K - $65.9K
|
8.57K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-436- 7.32% |
$39.5K - $47.3K
|
5.52K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-76.5K- 43.82% |
$6.93M - $8.29M
|
98K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 36.12% |
$141K - $168K
|
5.85K
$601K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
233+ 0.51% |
$21.1K - $25.3K
|
45.9K
$4.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-435- 1.17% |
$39.4K - $47.2K
|
36.8K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.8K- 18.76% |
$4.6M - $5.51M
|
220K
$22.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
398+ 11.0% |
$36.1K - $43.2K
|
4.02K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.48K+ 19.76% |
$406K - $486K
|
27.2K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
200+ 29.41% |
$18.1K - $21.7K
|
880
$90.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10- 0.35% |
$907 - $1.08K
|
2.82K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
600New |
$54.4K - $65.1K
|
600
$61.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.41K+ 702.5% |
$127K - $152K
|
1.61K
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.35K- 9.21% |
$304K - $364K
|
33.1K
$3.39M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
20New |
$1.81K - $2.17K
|
20
$2.05K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.8K+ 67.66% |
$1.16M - $1.39M
|
31.8K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
311+ 4.02% |
$28.2K - $33.7K
|
8.05K
$826K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$93.3K - $112K
|
1.03K
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-18- 0.36% |
$1.63K - $1.95K
|
4.99K
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.65KNew |
$331K - $396K
|
3.65K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
952+ 22.28% |
$86.3K - $103K
|
5.23K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24+ 5.33% |
$2.18K - $2.6K
|
474
$48.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-103K- 38.58% |
$9.34M - $11.2M
|
164K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-18- 0.52% |
$1.63K - $1.95K
|
3.44K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.04K- 60.19% |
$276K - $330K
|
2.01K
$207K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
767New |
$69.5K - $83.2K
|
767
$78.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
230+ 2.13% |
$20.9K - $24.9K
|
11K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
381+ 0.55% |
$34.5K - $41.3K
|
69.4K
$7.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.9K+ 16.69% |
$353K - $422K
|
27.2K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-50- 1.01% |
$4.53K - $5.42K
|
4.92K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-310- 0.9% |
$28.1K - $33.6K
|
34.1K
$3.5M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-75- 2.32% |
$6.8K - $8.13K
|
3.16K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.2K+ 111.07% |
$199K - $238K
|
4.18K
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-602- 12.26% |
$54.6K - $65.3K
|
4.31K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
478+ 16.83% |
$43.3K - $51.8K
|
3.32K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$272 - $325
|
5.27K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-448- 2.31% |
$40.6K - $48.6K
|
19K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.5K+ 108.47% |
$317K - $379K
|
6.72K
$690K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 7.6% |
$7.98K - $9.54K
|
1.25K
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-45- 1.15% |
$4.08K - $4.88K
|
3.88K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
305+ 4.22% |
$27.7K - $33.1K
|
7.53K
$773K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.36K+ 2.46% |
$667K - $798K
|
307K
$31.5M
|