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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
77+ 1.73% |
$29K - $31.8K
|
4.52K
$578K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14New |
$5.27K - $5.78K
|
14
$1.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 3.21% |
$2.26K - $2.48K
|
193
$24.7K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$655K - $796K
|
2.01K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.83KNew |
$595K - $723K
|
1.83K
$234K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
187New |
$60.9K - $74K
|
187
$23.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
55New |
$17.9K - $21.8K
|
55
$7.03K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
26+ 1.91% |
$8.47K - $10.3K
|
1.39K
$177K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21+ 3.95% |
$6.84K - $8.31K
|
553
$70.7K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1+ 0.01% |
$326 - $396
|
13.8K
$1.76M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.23KNew |
$2M - $2.45M
|
7.23K
$924K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
165New |
$45.5K - $56K
|
165
$21.1K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
795New |
$35.3K - $244K
|
795
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
717New |
$31.8K - $220K
|
717
$91.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
200+ 25.48% |
$8.88K - $61.4K
|
985
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$4.44K - $30.7K
|
100
$12.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
29New |
$1.29K - $8.9K
|
29
$3.71K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
42.4KNew |
$1.95M - $2.49M
|
42.4K
$5.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
35.4KNew |
$1.63M - $2.08M
|
35.4K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.5K+ 55.28% |
$253K - $323K
|
15.5K
$1.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.1KNew |
$235K - $299K
|
5.1K
$652K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1KNew |
$46.1K - $58.7K
|
1K
$128K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
174+ 1.08% |
$8.02K - $10.2K
|
16.3K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
75+ 6.82% |
$3.46K - $4.4K
|
1.17K
$150K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
28New |
$1.29K - $1.64K
|
28
$3.58K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$46.1 - $58.7
|
1.07K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.34KNew |
$64K - $88.7K
|
1.34K
$171K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
275+ 308.99% |
$13.1K - $18.2K
|
364
$46.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$4.78K - $6.62K
|
100
$12.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36New |
$1.72K - $2.38K
|
36
$4.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
34+ 3.55% |
$1.62K - $2.25K
|
991
$127K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30New |
$1.43K - $1.99K
|
30
$3.83K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$47.8 - $66.2
|
1
$128
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.21KNew |
$68.8K - $88.9K
|
1.21K
$154K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
458New |
$26.1K - $33.8K
|
458
$58.5K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
75New |
$4.28K - $5.53K
|
75
$9.59K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
CALL |
13KNew |
$863K - $978K
|
13K
$1.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.57KNew |
$104K - $118K
|
1.57K
$201K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
130New |
$8.62K - $9.76K
|
130
$16.6K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.77K+ 2.67% |
$119K - $127K
|
68.2K
$8.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
732New |
$48.9K - $52.6K
|
732
$93.6K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.01KNew |
$57.2K - $63.6K
|
1.01K
$129K
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
10New |
$569 - $632
|
10
$1.28K
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 38.46% |
$284 - $316
|
18
$2.3K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.88KNew |
$94K - $109K
|
1.88K
$240K
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
255New |
$12K - $14.4K
|
255
$32.6K
|
|
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42New |
$1.98K - $2.37K
|
42
$5.37K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
900New |
$30.3K - $42.2K
|
900
$115K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
55New |
$1.73K - $2.48K
|
55
$7.03K
|
|