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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
76+ 506.67% |
$6.4K - $39.3K
|
91
$8.76K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
14.6K+ 500.82% |
$1.23M - $7.54M
|
17.5K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
4.75K+ 500.0% |
$400K - $2.46M
|
5.7K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.1K+ 523.22% |
$93K - $571K
|
1.32K
$127K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.58KNew |
$218K - $1.34M
|
2.58K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.38K+ 500.0% |
$285K - $1.75M
|
4.06K
$390K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.54K+ 500.0% |
$298K - $1.83M
|
4.25K
$409K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
30+ 500.0% |
$2.53K - $15.5K
|
36
$3.46K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
248+ 200.0% |
$20.9K - $128K
|
372
$35.8K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3K+ 500.0% |
$253K - $1.55M
|
3.6K
$346K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.25K+ 500.0% |
$358K - $2.2M
|
5.1K
$491K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.29K+ 442.81% |
$109K - $668K
|
1.59K
$153K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
175+ 500.0% |
$14.7K - $90.5K
|
210
$20.2K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.88K+ 500.0% |
$242K - $1.49M
|
3.45K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.92K+ 382.7% |
$330K - $2.02M
|
4.94K
$475K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.65K+ 500.38% |
$223K - $1.37M
|
3.18K
$306K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
325+ 500.0% |
$27.4K - $168K
|
390
$37.5K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.42KNew |
$204K - $1.25M
|
2.42K
$233K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
41New |
$3.46K - $21.2K
|
41
$3.95K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.53K+ 500.0% |
$129K - $791K
|
1.84K
$177K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.68K+ 500.0% |
$310K - $1.9M
|
4.41K
$424K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2.65KNew |
$223K - $1.37M
|
2.65K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.51KNew |
$211K - $1.3M
|
2.51K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.39KNew |
$202K - $1.24M
|
2.39K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.01K+ 500.0% |
$422K - $2.59M
|
6.01K
$578K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2.68K+ 500.0% |
$225K - $1.38M
|
3.21K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
435K+ 500.0% |
$36.7M - $225M
|
522K
$50.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
11.3K+ 376.73% |
$955K - $5.86M
|
14.3K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
16.1K+ 799.7% |
$1.36M - $8.32M
|
18.1K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
45New |
$3.79K - $23.3K
|
45
$4.33K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
5.85K+ 500.0% |
$493K - $3.02M
|
7.02K
$675K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
185+ 500.0% |
$15.6K - $95.6K
|
222
$21.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
58K+ 500.0% |
$4.89M - $30M
|
69.6K
$6.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
258+ 505.88% |
$21.7K - $133K
|
309
$29.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
125+ 500.0% |
$10.5K - $64.6K
|
150
$14.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.23K+ 500.0% |
$356K - $2.18M
|
5.07K
$488K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
3.6K+ 500.0% |
$303K - $1.86M
|
4.31K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.58K+ 500.0% |
$470K - $2.88M
|
6.7K
$644K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
7.4K+ 740.0% |
$624K - $3.82M
|
8.4K
$808K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
14K+ 478.84% |
$1.18M - $7.23M
|
16.9K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.36K+ 500.0% |
$199K - $1.22M
|
2.83K
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.08K+ 232.9% |
$91.3K - $560K
|
1.55K
$149K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.13K+ 499.88% |
$685K - $4.2M
|
9.76K
$939K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
370+ 500.0% |
$31.2K - $191K
|
444
$42.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.15K+ 500.0% |
$686K - $4.21M
|
9.77K
$940K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.43K+ 500.0% |
$289K - $1.77M
|
4.11K
$395K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.38KNew |
$201K - $1.23M
|
2.38K
$229K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
2.86K+ 500.0% |
$241K - $1.48M
|
3.43K
$330K
|