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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
51+ 10.28% |
$4.08K - $4.86K
|
547
$52.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
240+ 10.53% |
$19.2K - $22.9K
|
2.52K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-150- 2.25% |
$12K - $14.3K
|
6.5K
$626K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
61+ 1.99% |
$4.88K - $5.82K
|
3.13K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.4KNew |
$192K - $229K
|
2.4K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.3KNew |
$264K - $315K
|
3.3K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.09K- 25.32% |
$407K - $485K
|
15K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.8K+ 99.56% |
$144K - $172K
|
3.62K
$348K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
140+ 5.62% |
$11.2K - $13.4K
|
2.63K
$253K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.72KNew |
$138K - $164K
|
1.72K
$166K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
194New |
$15.5K - $18.5K
|
194
$18.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 28.28% |
$131K - $156K
|
7.42K
$714K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
774K+ 76.72% |
$62M - $73.8M
|
1.78M
$172M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-33.4K- 4.74% |
$2.68M - $3.19M
|
672K
$64.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4.02K- 45.0% |
$322K - $383K
|
4.91K
$472K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
66New |
$5.28K - $6.3K
|
66
$6.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.75KNew |
$620K - $739K
|
7.75K
$746K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-120- 4.84% |
$9.6K - $11.4K
|
2.36K
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-211- 1.4% |
$16.9K - $20.1K
|
14.9K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.75K+ 50.97% |
$540K - $644K
|
20K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.2K+ 23.94% |
$95.6K - $114K
|
6.19K
$595K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-702- 4.76% |
$56.2K - $67K
|
14K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6KNew |
$480K - $572K
|
6K
$577K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-890- 24.99% |
$71.2K - $84.9K
|
2.67K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-230- 1.35% |
$18.4K - $21.9K
|
16.9K
$1.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6- 7.14% |
$480 - $572
|
78
$7.51K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
19.7KNew |
$1.58M - $1.88M
|
19.7K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-256- 0.25% |
$20.5K - $24.4K
|
102K
$9.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$173K - $206K
|
2.16K
$208K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.65KNew |
$212K - $253K
|
2.65K
$255K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
210New |
$16.8K - $20K
|
210
$20.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
354New |
$28.3K - $33.8K
|
354
$34.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4K- 83.33% |
$320K - $382K
|
800
$77K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
762+ 3.89% |
$64.2K - $394K
|
20.4K
$1.96M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-31.7K- 10.26% |
$2.67M - $16.4M
|
277K
$26.7M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 500.0% |
$1.26K - $7.75K
|
18
$1.73K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
669+ 503.01% |
$56.4K - $346K
|
802
$77.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
301+ 237.01% |
$25.4K - $156K
|
428
$41.2K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11.9KNew |
$1.01M - $6.18M
|
11.9K
$1.15M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
410+ 500.0% |
$34.6K - $212K
|
492
$47.3K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.18K+ 500.0% |
$99K - $607K
|
1.41K
$136K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
4.02K+ 500.12% |
$338K - $2.08M
|
4.82K
$464K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
140+ 500.0% |
$11.8K - $72.4K
|
168
$16.2K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55+ 500.0% |
$4.63K - $28.4K
|
66
$6.35K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$289K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.47KNew |
$293K - $1.8M
|
3.47K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
55.6K+ 500.0% |
$4.68M - $28.7M
|
66.7K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
490+ 471.15% |
$41.3K - $253K
|
594
$57.2K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.2K+ 500.0% |
$1.03M - $6.33M
|
14.7K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 500.0% |
$21.1K - $129K
|
300
$28.9K
|
|