Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6- 7.14% |
$480 - $572
|
78
$7.51K
|
|
| Q1 2024 | |||||||
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-31.7K- 10.26% |
$2.67M - $16.4M
|
277K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 41.94% |
$1.1K - $6.72K
|
18
$1.73K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 33.32% |
$4.32M - $5.32M
|
23.6K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.68K- 17.39% |
$979K - $1.21M
|
12.7K
$1.22M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.53K- 20.21% |
$2.08M - $2.28M
|
21.8K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-437- 22.58% |
$164K - $180K
|
1.5K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-45- 7.0% |
$16.9K - $18.6K
|
598
$57.5K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-617- 20.13% |
$201K - $244K
|
2.45K
$236K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-58- 8.48% |
$18.9K - $22.9K
|
626
$60.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 3.1% |
$16.3K - $19.8K
|
1.56K
$150K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-45- 7.59% |
$14.7K - $17.8K
|
548
$52.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-977Closed |
$270K - $332K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-174- 77.68% |
$48K - $59K
|
50
$4.81K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-105- 60.0% |
$29K - $35.6K
|
70
$6.74K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-303- 12.63% |
$13.5K - $93K
|
2.1K
$202K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-110- 10.19% |
$4.89K - $33.8K
|
970
$93.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-64- 13.36% |
$2.84K - $19.6K
|
415
$39.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-53Closed |
$2.35K - $16.3K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4- 12.5% |
$178 - $1.23K
|
28
$2.69K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-228K- 48.58% |
$10.5M - $13.4M
|
242K
$23.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-11K- 50.02% |
$505K - $643K
|
11K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.96K- 56.31% |
$413K - $526K
|
6.95K
$669K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.84K- 52.61% |
$223K - $284K
|
4.36K
$419K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.18K- 50.77% |
$193K - $245K
|
4.06K
$390K
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.52K- 55.11% |
$116K - $148K
|
2.05K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.34K- 15.21% |
$108K - $137K
|
13K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.72K- 53.85% |
$79K - $101K
|
1.47K
$141K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.16K- 51.14% |
$53.6K - $68.2K
|
1.11K
$107K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.07K- 50.62% |
$49.1K - $62.5K
|
1.04K
$100K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-875- 51.05% |
$40.3K - $51.3K
|
839
$80.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-194- 53.01% |
$8.94K - $11.4K
|
172
$16.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 54.81% |
$3.41K - $4.34K
|
61
$5.87K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60Closed |
$2.76K - $3.52K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-50- 3.5% |
$2.3K - $2.93K
|
1.38K
$133K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-74.6KClosed |
$3.56M - $4.94M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.38KClosed |
$65.7K - $91K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-977Closed |
$46.7K - $64.6K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-823Closed |
$39.3K - $54.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-801Closed |
$38.2K - $53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-681Closed |
$32.5K - $45.1K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-672Closed |
$32.1K - $44.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-595Closed |
$28.4K - $39.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-587Closed |
$28K - $38.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-564Closed |
$26.9K - $37.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-518Closed |
$24.7K - $34.3K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-220Closed |
$10.5K - $14.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-194- 28.45% |
$9.26K - $12.8K
|
488
$47K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-175- 11.79% |
$8.36K - $11.6K
|
1.31K
$126K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-107Closed |
$5.11K - $7.08K
|
0
$0
|
|