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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.39K+ 500.0% |
$225K - $255K
|
2.86K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$1.02M - $1.16M
|
10.8K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
154New |
$14.5K - $16.5K
|
154
$15.8K
|
|
|
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
$55.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
641New |
$60.4K - $68.6K
|
641
$65.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-135- 2.73% |
$12.7K - $14.4K
|
4.8K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.04KNew |
$193K - $219K
|
2.04K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.5% |
$1.13K - $1.28K
|
2.4K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
505New |
$47.6K - $54K
|
505
$51.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
363New |
$34.2K - $38.8K
|
363
$37.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
393+ 4.04% |
$37K - $42K
|
10.1K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.97KNew |
$185K - $210K
|
1.97K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-239- 79.14% |
$22.5K - $25.6K
|
63
$6.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-150- 0.83% |
$14.1K - $16K
|
17.9K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$9.42K - $10.7K
|
100
$10.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$28.3K - $32.1K
|
300
$30.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-989- 53.87% |
$93.2K - $106K
|
847
$87K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
120New |
$11.3K - $12.8K
|
120
$12.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
294New |
$27.7K - $31.4K
|
294
$30.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$116K - $132K
|
1.23K
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.6K- 42.98% |
$245K - $278K
|
3.45K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
289New |
$27.2K - $30.9K
|
289
$29.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
360New |
$33.9K - $38.5K
|
360
$37K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-244- 27.29% |
$23K - $26.1K
|
650
$66.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.18KNew |
$205K - $233K
|
2.18K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
273+ 41.49% |
$25.7K - $29.2K
|
931
$95.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-50- 1.0% |
$4.71K - $5.35K
|
4.93K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
24New |
$2.26K - $2.57K
|
24
$2.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.26KNew |
$213K - $242K
|
2.26K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.7KNew |
$1.48M - $1.68M
|
15.7K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
416New |
$39.2K - $44.5K
|
416
$42.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
37K+ 7.09% |
$3.49M - $3.96M
|
559K
$57.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
564New |
$53.1K - $60.3K
|
564
$57.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-11- 0.28% |
$1.04K - $1.18K
|
3.92K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.25KNew |
$212K - $241K
|
2.25K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.73K+ 14.15% |
$728K - $827K
|
62.3K
$6.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.54% |
$9.42K - $10.7K
|
6.4K
$657K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 10.92% |
$144K - $164K
|
15.6K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
70New |
$6.59K - $7.49K
|
70
$7.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-720- 10.26% |
$67.8K - $77K
|
6.3K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-210- 6.54% |
$19.8K - $22.5K
|
3K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-192- 3.96% |
$18.1K - $20.5K
|
4.66K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-96- 4.07% |
$9.04K - $10.3K
|
2.26K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
355+ 2.98% |
$33.4K - $38K
|
12.3K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-50- 2.29% |
$4.71K - $5.35K
|
2.13K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-103- 4.68% |
$9.7K - $11K
|
2.1K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
816New |
$76.9K - $87.3K
|
816
$83.8K
|