Latest Institutional Purchases of Ishares Expanded Tech Sector E (IGM)
This list provides information on the latest institutional transactions involving Ishares Expanded Tech Sector E (IGM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
471K+ 64.73% |
$39.6M - $46.5M
|
1.2M
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
421KNew |
$35.4M - $41.6M
|
421K
$44.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 8.17% |
$13.5M - $15.8M
|
2.13M
$225M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 35.47% |
$9.34M - $11M
|
425K
$44.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
86.9K+ 78.23% |
$7.3M - $8.57M
|
198K
$20.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
71.9K+ 4.03% |
$6.04M - $7.09M
|
1.86M
$196M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
65.7KNew |
$5.52M - $6.48M
|
65.7K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
63.4KNew |
$5.33M - $6.26M
|
63.4K
$6.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55.6K+ 2107.31% |
$4.67M - $5.49M
|
58.3K
$6.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
54.6KNew |
$4.59M - $5.39M
|
54.6K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.2K+ 30.59% |
$3.46M - $4.06M
|
176K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.7K+ 14.2% |
$3M - $3.52M
|
287K
$30.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
31.7K+ 175.22% |
$2.67M - $3.13M
|
49.8K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
31.5K+ 47.01% |
$2.65M - $3.11M
|
98.6K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29.6KNew |
$2.49M - $2.92M
|
29.6K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
29.5K+ 46.78% |
$2.48M - $2.91M
|
92.5K
$9.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 3.14% |
$2.3M - $2.69M
|
896K
$94.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.2K+ 0.93% |
$2.2M - $2.59M
|
2.84M
$301M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
18.5KNew |
$1.56M - $1.83M
|
18.5K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 1.33% |
$1.33M - $1.56M
|
1.21M
$128M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 10.2% |
$1.3M - $1.53M
|
167K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.2K+ 11.58% |
$1.11M - $1.3M
|
127K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.2KNew |
$1.02M - $1.2M
|
12.2K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.9KNew |
$1M - $1.17M
|
11.9K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9K+ 2.72% |
$996K - $1.17M
|
447K
$47.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8KNew |
$908K - $1.07M
|
10.8K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.3K+ 8.62% |
$868K - $1.02M
|
130K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.3KNew |
$781K - $917K
|
9.3K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.61K+ 42.84% |
$724K - $849K
|
28.7K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.31K+ 2.07% |
$698K - $819K
|
409K
$43.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.92K+ 100.05% |
$665K - $781K
|
15.8K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
7.4K+ 205.56% |
$622K - $730K
|
11K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.09KNew |
$596K - $700K
|
7.09K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.06K+ 14.65% |
$593K - $696K
|
55.2K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.66K+ 123.16% |
$559K - $657K
|
12.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.45K+ 21.15% |
$542K - $636K
|
37K
$3.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.4KNew |
$538K - $632K
|
6.4K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.82K+ 77.28% |
$489K - $574K
|
13.3K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.36K+ 71.83% |
$450K - $528K
|
12.8K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.14K+ 131.4% |
$432K - $507K
|
9.05K
$957K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.89K+ 32.63% |
$411K - $482K
|
19.9K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.44K+ 86.12% |
$373K - $438K
|
9.6K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.43KNew |
$373K - $437K
|
4.43K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.3KNew |
$361K - $424K
|
4.3K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.13K+ 2.31% |
$347K - $407K
|
183K
$19.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.95KNew |
$332K - $390K
|
3.95K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.44K+ 4.39% |
$289K - $340K
|
81.9K
$8.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.41K+ 19.2% |
$286K - $336K
|
21.1K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.37K+ 133.65% |
$283K - $333K
|
5.9K
$623K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.36K+ 16.33% |
$283K - $332K
|
23.9K
$2.53M
|