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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
930New |
$87.6K - $99.5K
|
930
$95.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
251+ 4.92% |
$23.6K - $26.8K
|
5.35K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2KNew |
$188K - $214K
|
2K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.98KNew |
$186K - $211K
|
1.98K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.13% |
$94.2 - $107
|
742
$76.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.23KNew |
$210K - $239K
|
2.23K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.04KNew |
$192K - $218K
|
2.04K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$194K - $221K
|
2.06K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-258- 0.45% |
$24.3K - $27.6K
|
56.6K
$5.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 0.27% |
$2.45K - $2.78K
|
9.59K
$984K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
5.95KNew |
$561K - $637K
|
5.95K
$611K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
225New |
$18.9K - $22.2K
|
225
$23.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.36% |
$1.18K - $1.38K
|
3.88K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 109.89% |
$215K - $252K
|
4.88K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$50.4K - $59.2K
|
600
$61.6K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.3KNew |
$781K - $917K
|
9.3K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 7.55% |
$8.32K - $9.76K
|
1.21K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.43KNew |
$373K - $437K
|
4.43K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.94K+ 25.0% |
$247K - $290K
|
14.7K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
282New |
$23.7K - $27.8K
|
282
$29K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.44K+ 86.12% |
$373K - $438K
|
9.6K
$986K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.2K+ 11.58% |
$1.11M - $1.3M
|
127K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.9K+ 171.17% |
$160K - $187K
|
3.01K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-4.2K- 28.0% |
$353K - $414K
|
10.8K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$176K - $207K
|
2.1K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
364+ 4.91% |
$30.6K - $35.9K
|
7.78K
$799K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
31.7K+ 175.22% |
$2.67M - $3.13M
|
49.8K
$5.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44K+ 1.41% |
$121K - $142K
|
104K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-432- 12.74% |
$36.3K - $42.6K
|
2.96K
$304K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.2KNew |
$1.02M - $1.2M
|
12.2K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-349- 13.51% |
$29.3K - $34.4K
|
2.23K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
854+ 4.36% |
$71.8K - $84.2K
|
20.5K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 47.62% |
$8.4K - $9.86K
|
110
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 40.66% |
$3.11K - $3.65K
|
54
$5.54K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.35K- 27.27% |
$113K - $133K
|
3.6K
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12New |
$1.01K - $1.18K
|
12
$1.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73+ 2.15% |
$6.13K - $7.2K
|
3.48K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.1K- 87.63% |
$429K - $503K
|
720
$73.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5- 1.29% |
$420 - $493
|
383
$39.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.58KNew |
$217K - $254K
|
2.58K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.64KNew |
$222K - $261K
|
2.64K
$271K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1K- 6.22% |
$84K - $98.6K
|
15.1K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
2.1KNew |
$176K - $207K
|
2.1K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-22.3K- 90.35% |
$1.87M - $2.2M
|
2.38K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 2.3% |
$8.4K - $9.86K
|
4.26K
$437K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
186New |
$15.6K - $18.3K
|
186
$19.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.3K- 21.58% |
$7.75M - $9.1M
|
335K
$34.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 5.04% |
$1.27M - $1.49M
|
285K
$29.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
237New |
$19.9K - $23.4K
|
237
$24.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.4KNew |
$538K - $632K
|
6.4K
$657K
|
|