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 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
301+ 9.87% |
$27.3K - $32.6K
|
3.35K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
254New |
$23K - $27.5K
|
254
$28.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
244+ 580.95% |
$22.1K - $26.5K
|
286
$32K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
237+ 1.66% |
$21.5K - $25.7K
|
14.5K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
233+ 0.51% |
$21.1K - $25.3K
|
45.9K
$5.13M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
228+ 633.33% |
$20.7K - $24.7K
|
264
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
221+ 6.27% |
$20K - $24K
|
3.75K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
219+ 61.86% |
$19.9K - $23.8K
|
573
$64K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
168New |
$15.2K - $18.2K
|
168
$18.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
164+ 1.49% |
$14.9K - $17.8K
|
11.2K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
138New |
$12.5K - $15K
|
138
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
113New |
$10.2K - $12.3K
|
113
$12.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
111+ 0.92% |
$10.1K - $12K
|
12.2K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110New |
$9.97K - $11.9K
|
110
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
110+ 19.2% |
$9.97K - $11.9K
|
683
$76.3K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
108+ 1.61% |
$9.79K - $11.7K
|
6.83K
$763K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
96+ 2.24% |
$8.7K - $10.4K
|
4.38K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
90New |
$8.16K - $9.76K
|
90
$10.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 7.6% |
$7.98K - $9.54K
|
1.25K
$139K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 5.45% |
$6.8K - $8.13K
|
1.45K
$162K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70New |
$6.35K - $7.59K
|
70
$7.82K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 0.35% |
$2.27K - $2.71K
|
7.12K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.58% |
$1.99K - $2.39K
|
3.85K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.33% |
$1.9K - $2.28K
|
6.32K
$707K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
20New |
$1.81K - $2.17K
|
20
$2.24K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18New |
$1.63K - $1.95K
|
18
$2.01K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7+ 0.03% |
$635 - $759
|
25.4K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 30.0% |
$544 - $651
|
26
$2.91K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.09% |
$544 - $651
|
6.71K
$749K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.03% |
$272 - $325
|
9.08K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$272 - $325
|
5.27K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$181 - $217
|
5.9K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$181 - $217
|
2.59K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$90.7 - $108
|
4.8K
$537K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$90.7 - $108
|
3.65K
$408K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
37K+ 7.09% |
$3.49M - $3.96M
|
559K
$62.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.7KNew |
$1.48M - $1.68M
|
15.7K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$1.02M - $1.16M
|
10.8K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.73K+ 14.15% |
$728K - $827K
|
62.3K
$6.97M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.7K+ 15.66% |
$443K - $503K
|
34.7K
$3.88M
|
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.84KNew |
$362K - $411K
|
3.84K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.1KNew |
$292K - $332K
|
3.1K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.84KNew |
$268K - $304K
|
2.84K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5KNew |
$236K - $268K
|
2.5K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.39K+ 500.0% |
$225K - $255K
|
2.86K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.26KNew |
$213K - $242K
|
2.26K
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.25KNew |
$212K - $241K
|
2.25K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.18KNew |
$205K - $233K
|
2.18K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.04KNew |
$193K - $219K
|
2.04K
$228K
|
|