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 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
254New |
$23K - $27.5K
|
254
$28.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-47.3K- 48.01% |
$4.29M - $5.13M
|
51.2K
$5.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-126- 2.04% |
$11.4K - $13.7K
|
6.06K
$677K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-78- 0.42% |
$7.07K - $8.46K
|
18.5K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
9.91K+ 26.51% |
$898K - $1.07M
|
47.3K
$5.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
455+ 10.61% |
$41.3K - $49.3K
|
4.74K
$530K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$934K - $1.12M
|
10.3K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$90.7 - $108
|
3.65K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
561+ 7.24% |
$50.9K - $60.8K
|
8.31K
$929K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-200- 4.62% |
$18.1K - $21.7K
|
4.13K
$461K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.2KNew |
$113K - $128K
|
1.2K
$134K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.57K- 2.3% |
$148K - $168K
|
66.7K
$7.45M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.5K- 36.15% |
$8.05M - $9.14M
|
151K
$16.9M
|
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.84KNew |
$362K - $411K
|
3.84K
$429K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.7K+ 15.66% |
$443K - $503K
|
34.7K
$3.88M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$113K - $129K
|
1.2K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 45.72% |
$1.04M - $1.19M
|
13.2K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.84KNew |
$268K - $304K
|
2.84K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$292K - $332K
|
3.1K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.39K+ 500.0% |
$225K - $255K
|
2.86K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$1.02M - $1.16M
|
10.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
154New |
$14.5K - $16.5K
|
154
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
540New |
$50.9K - $57.8K
|
540
$60.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
641New |
$60.4K - $68.6K
|
641
$71.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.5% |
$1.13K - $1.28K
|
2.4K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.04KNew |
$193K - $219K
|
2.04K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-135- 2.73% |
$12.7K - $14.4K
|
4.8K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-150- 0.83% |
$14.1K - $16K
|
17.9K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-239- 79.14% |
$22.5K - $25.6K
|
63
$7.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.97KNew |
$185K - $210K
|
1.97K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
393+ 4.04% |
$37K - $42K
|
10.1K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-989- 53.87% |
$93.2K - $106K
|
847
$94.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$28.3K - $32.1K
|
300
$33.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$9.42K - $10.7K
|
100
$11.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$116K - $132K
|
1.23K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
294New |
$27.7K - $31.4K
|
294
$32.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
120New |
$11.3K - $12.8K
|
120
$13.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.18KNew |
$205K - $233K
|
2.18K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-244- 27.29% |
$23K - $26.1K
|
650
$72.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
360New |
$33.9K - $38.5K
|
360
$40.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
289New |
$27.2K - $30.9K
|
289
$32.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.6K- 42.98% |
$245K - $278K
|
3.45K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-50- 1.0% |
$4.71K - $5.35K
|
4.93K
$551K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
273+ 41.49% |
$25.7K - $29.2K
|
931
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.7KNew |
$1.48M - $1.68M
|
15.7K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.26KNew |
$213K - $242K
|
2.26K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
24New |
$2.26K - $2.57K
|
24
$2.68K
|
|