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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.6K+ 4.14% |
$235K - $282K
|
65.4K
$7.3M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.3KNew |
$209K - $249K
|
2.3K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 73.68% |
$204K - $244K
|
5.3K
$592K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.2K+ 111.07% |
$199K - $238K
|
4.18K
$467K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.17K+ 724.67% |
$197K - $236K
|
2.47K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.07K+ 80.39% |
$188K - $225K
|
4.65K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.92K+ 10.87% |
$174K - $208K
|
19.5K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.83K+ 21.9% |
$166K - $199K
|
10.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 12.97% |
$158K - $189K
|
15.2K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.63K+ 10.66% |
$148K - $177K
|
17K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.6K+ 13.05% |
$145K - $173K
|
13.8K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 36.12% |
$141K - $168K
|
5.85K
$654K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.54K+ 1.95% |
$139K - $166K
|
80.4K
$8.98M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.49K+ 2.27% |
$135K - $162K
|
67.3K
$7.52M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.41K+ 702.5% |
$127K - $152K
|
1.61K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.04% |
$125K - $149K
|
46.6K
$5.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 0.15% |
$124K - $148K
|
902K
$101M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.29K+ 9.86% |
$117K - $140K
|
14.4K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.28K+ 2.04% |
$116K - $139K
|
64.2K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.2K+ 100.0% |
$109K - $130K
|
2.4K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1K+ 28.21% |
$99.7K - $119K
|
5K
$559K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$93.3K - $112K
|
1.03K
$115K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 17.92% |
$92.8K - $111K
|
6.74K
$753K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 47.09% |
$91.8K - $110K
|
3.16K
$354K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
963New |
$87.3K - $104K
|
963
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
952+ 22.28% |
$86.3K - $103K
|
5.23K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
767New |
$69.5K - $83.2K
|
767
$85.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
739+ 7.6% |
$67K - $80.2K
|
10.5K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
608+ 7.64% |
$55.1K - $65.9K
|
8.57K
$957K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
600New |
$54.4K - $65.1K
|
600
$67.1K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
564+ 2.44% |
$51.1K - $61.2K
|
23.6K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
561+ 7.24% |
$50.9K - $60.8K
|
8.31K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
525+ 8.22% |
$47.6K - $56.9K
|
6.92K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 23.36% |
$45.1K - $53.9K
|
2.63K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
478+ 16.83% |
$43.3K - $51.8K
|
3.32K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
454+ 477.89% |
$41.2K - $49.2K
|
549
$61.4K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
449+ 18.27% |
$40.7K - $48.7K
|
2.91K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
429+ 12.24% |
$38.9K - $46.5K
|
3.93K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
424+ 3.62% |
$38.4K - $46K
|
12.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
406+ 4.09% |
$36.8K - $44K
|
10.3K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
398+ 11.0% |
$36.1K - $43.2K
|
4.02K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
397+ 6.03% |
$36K - $43.1K
|
6.98K
$780K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
396+ 16.05% |
$35.9K - $43K
|
2.86K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
381+ 0.55% |
$34.5K - $41.3K
|
69.4K
$7.75M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
364+ 12.41% |
$33K - $39.5K
|
3.3K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
329+ 7.96% |
$29.8K - $35.7K
|
4.46K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
323+ 33.86% |
$29.3K - $35K
|
1.28K
$143K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
315New |
$28.6K - $34.2K
|
315
$35.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
311+ 4.02% |
$28.2K - $33.7K
|
8.05K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
305+ 4.22% |
$27.7K - $33.1K
|
7.53K
$841K
|