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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.58KNew |
$217K - $254K
|
2.58K
$288K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.64KNew |
$222K - $261K
|
2.64K
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1K- 6.22% |
$84K - $98.6K
|
15.1K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
2.1KNew |
$176K - $207K
|
2.1K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 2.3% |
$8.4K - $9.86K
|
4.26K
$476K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-22.3K- 90.35% |
$1.87M - $2.2M
|
2.38K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
186New |
$15.6K - $18.3K
|
186
$20.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 5.04% |
$1.27M - $1.49M
|
285K
$31.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.3K- 21.58% |
$7.75M - $9.1M
|
335K
$37.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
237New |
$19.9K - $23.4K
|
237
$26.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.4KNew |
$538K - $632K
|
6.4K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 91.03% |
$17.9K - $21K
|
21
$2.35K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.95KNew |
$332K - $390K
|
3.95K
$442K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3KNew |
$252K - $296K
|
3K
$335K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
630New |
$50.4K - $60.1K
|
630
$70.4K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
12.1K+ 6050.0% |
$968K - $1.15M
|
12.3K
$1.37M
|
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
BUY
|
CALL |
50KNew |
$4M - $4.77M
|
50K
$5.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.26KNew |
$261K - $311K
|
3.26K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 1.61% |
$8K - $9.54K
|
6.13K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-140- 25.93% |
$11.2K - $13.4K
|
400
$44.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
33.2KNew |
$2.65M - $3.16M
|
33.2K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$101K - $120K
|
1.26K
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.13KNew |
$170K - $203K
|
2.13K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-276- 9.72% |
$22.1K - $26.3K
|
2.56K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.03% |
$160 - $191
|
7.1K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$20K - $23.8K
|
250
$27.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
450+ 10.71% |
$36K - $42.9K
|
4.65K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-342- 2.79% |
$27.4K - $32.6K
|
11.9K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.81KNew |
$225K - $268K
|
2.81K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.33KNew |
$186K - $222K
|
2.33K
$260K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.03KNew |
$82.2K - $98K
|
1.03K
$115K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
202+ 252.5% |
$16.2K - $19.3K
|
282
$31.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
240+ 10.53% |
$19.2K - $22.9K
|
2.52K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70New |
$5.6K - $6.68K
|
70
$7.82K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.3KNew |
$264K - $315K
|
3.3K
$369K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.4KNew |
$192K - $229K
|
2.4K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.8K+ 99.56% |
$144K - $172K
|
3.62K
$404K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.09K- 25.32% |
$407K - $485K
|
15K
$1.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.72KNew |
$138K - $164K
|
1.72K
$192K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
194New |
$15.5K - $18.5K
|
194
$21.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
66New |
$5.28K - $6.3K
|
66
$7.38K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-702- 4.76% |
$56.2K - $67K
|
14K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6KNew |
$480K - $572K
|
6K
$671K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-890- 24.99% |
$71.2K - $84.9K
|
2.67K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6- 7.14% |
$480 - $572
|
78
$8.72K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
19.7KNew |
$1.58M - $1.88M
|
19.7K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$173K - $206K
|
2.16K
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
210New |
$16.8K - $20K
|
210
$23.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
354New |
$28.3K - $33.8K
|
354
$39.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4K- 83.33% |
$320K - $382K
|
800
$89.4K
|
|