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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.3K+ 26.6% |
$2.84M - $3.4M
|
149K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
939+ 20.68% |
$85.1K - $102K
|
5.48K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
454+ 477.89% |
$41.2K - $49.2K
|
549
$56.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 0.18% |
$816 - $976
|
5.06K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-37- 0.79% |
$3.35K - $4.01K
|
4.67K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12+ 0.38% |
$1.09K - $1.3K
|
3.17K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$272 - $325
|
7.38K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
329+ 7.96% |
$29.8K - $35.7K
|
4.46K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 47.09% |
$91.8K - $110K
|
3.16K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.72K- 7.22% |
$156K - $187K
|
22.1K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-384- 12.16% |
$34.8K - $41.6K
|
2.78K
$285K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20.5KNew |
$1.86M - $2.22M
|
20.5K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.2K- 8.4% |
$1.56M - $1.87M
|
188K
$19.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-11- 0.03% |
$997 - $1.19K
|
32.8K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
114K+ 1024.61% |
$10.3M - $12.3M
|
125K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35+ 0.13% |
$3.17K - $3.8K
|
27.9K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.48KNew |
$315K - $377K
|
3.48K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
424+ 3.62% |
$38.4K - $46K
|
12.1K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.06K- 19.4% |
$821K - $982K
|
37.6K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
448+ 8.45% |
$40.6K - $48.6K
|
5.75K
$590K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
848+ 33.78% |
$76.9K - $92K
|
3.36K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.91K- 43.31% |
$173K - $207K
|
2.5K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
298New |
$27K - $32.3K
|
298
$30.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
254New |
$23K - $27.5K
|
254
$26.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-47.3K- 48.01% |
$4.29M - $5.13M
|
51.2K
$5.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-78- 0.42% |
$7.07K - $8.46K
|
18.5K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-126- 2.04% |
$11.4K - $13.7K
|
6.06K
$622K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.3KNew |
$208K - $249K
|
2.3K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.72K+ 40.01% |
$247K - $295K
|
9.52K
$977K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
455+ 10.61% |
$41.3K - $49.3K
|
4.74K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.76KNew |
$613K - $733K
|
6.76K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.05% |
$272 - $325
|
5.78K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-198- 10.48% |
$18K - $21.5K
|
1.69K
$174K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
86.7KNew |
$7.86M - $9.4M
|
86.7K
$8.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
9.91K+ 26.51% |
$898K - $1.07M
|
47.3K
$4.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$934K - $1.12M
|
10.3K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$90.7 - $108
|
3.65K
$375K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
5.64K+ 154.47% |
$511K - $611K
|
9.29K
$954K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
561+ 7.24% |
$50.9K - $60.8K
|
8.31K
$853K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.2K+ 2.45% |
$563K - $673K
|
259K
$26.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-229- 2.14% |
$20.8K - $24.8K
|
10.5K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 2.97% |
$1.45K - $1.74K
|
522
$53.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-205- 1.13% |
$18.6K - $22.2K
|
17.9K
$1.83M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-200- 4.62% |
$18.1K - $21.7K
|
4.13K
$423K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.84KNew |
$362K - $411K
|
3.84K
$394K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.7K+ 15.66% |
$443K - $503K
|
34.7K
$3.57M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$113K - $129K
|
1.2K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.84KNew |
$268K - $304K
|
2.84K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 45.72% |
$1.04M - $1.19M
|
13.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$292K - $332K
|
3.1K
$318K
|
|