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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.2K+ 30.63% |
$269K - $316K
|
13.7K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.05KNew |
$256K - $301K
|
3.05K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3K+ 41.58% |
$252K - $296K
|
10.2K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3KNew |
$252K - $296K
|
3K
$317K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.95KNew |
$248K - $291K
|
2.95K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.94K+ 25.0% |
$247K - $290K
|
14.7K
$1.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.64KNew |
$222K - $261K
|
2.64K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.58KNew |
$217K - $254K
|
2.58K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 109.89% |
$215K - $252K
|
4.88K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.31KNew |
$194K - $228K
|
2.31K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
2.2KNew |
$185K - $217K
|
2.2K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2KNew |
$185K - $217K
|
2.2K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.18K+ 5.37% |
$183K - $215K
|
42.8K
$4.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$182K - $213K
|
2.16K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$176K - $207K
|
2.1K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
2.1KNew |
$176K - $207K
|
2.1K
$222K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.05K+ 64.03% |
$173K - $203K
|
5.26K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.9K+ 171.17% |
$160K - $187K
|
3.01K
$318K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.76K+ 69.18% |
$148K - $174K
|
4.31K
$456K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.66K+ 4.01% |
$139K - $163K
|
42.9K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.6K+ 287.77% |
$134K - $158K
|
2.16K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.51KNew |
$127K - $149K
|
1.51K
$160K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.48K+ 6.9% |
$124K - $146K
|
22.9K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.44K+ 1.41% |
$121K - $142K
|
104K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.4K+ 1.23% |
$118K - $138K
|
115K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.3KNew |
$109K - $128K
|
1.3K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 81.59% |
$96.8K - $114K
|
2.56K
$271K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 35.07% |
$88.1K - $103K
|
4.04K
$427K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 12.63% |
$86.9K - $102K
|
9.22K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.02K+ 22.64% |
$85.8K - $101K
|
5.53K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01K+ 11.5% |
$84.5K - $99.2K
|
9.75K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
986+ 21.37% |
$82.9K - $97.2K
|
5.6K
$592K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
966+ 1.24% |
$81.2K - $95.3K
|
78.9K
$8.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
949+ 7.25% |
$79.7K - $93.6K
|
14K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
915+ 32.81% |
$76.9K - $90.2K
|
3.7K
$392K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
857+ 2.94% |
$72K - $84.5K
|
30K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
856+ 7.07% |
$71.9K - $84.4K
|
13K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
854+ 4.36% |
$71.8K - $84.2K
|
20.5K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
847+ 13.52% |
$71.2K - $83.5K
|
7.11K
$752K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
820+ 0.4% |
$68.9K - $80.9K
|
208K
$22M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
776+ 27.58% |
$65.2K - $76.5K
|
3.59K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
768+ 4.41% |
$64.5K - $75.7K
|
18.2K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
767+ 1.21% |
$64.5K - $75.6K
|
64K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
720+ 0.07% |
$60.5K - $71K
|
990K
$105M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
658New |
$55.3K - $64.9K
|
658
$69.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
639+ 5.42% |
$53.7K - $63K
|
12.4K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
618+ 23.49% |
$51.9K - $60.9K
|
3.25K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
600New |
$50.4K - $59.2K
|
600
$63.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
600+ 11.01% |
$50.4K - $59.2K
|
6.05K
$640K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
585+ 89.31% |
$49.2K - $57.7K
|
1.24K
$131K
|