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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.02% |
$94.2 - $107
|
6.54K
$631K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.16% |
$94.2 - $107
|
615
$59.3K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$94.2 - $107
|
21.8K
$2.1M
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.3K- 21.58% |
$7.75M - $9.1M
|
335K
$32.4M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-22.3K- 90.35% |
$1.87M - $2.2M
|
2.38K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 5.04% |
$1.27M - $1.49M
|
285K
$27.5M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.1K- 87.63% |
$429K - $503K
|
720
$69.5K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-4.2K- 28.0% |
$353K - $414K
|
10.8K
$1.04M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.35K- 27.27% |
$113K - $133K
|
3.6K
$347K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1K- 6.22% |
$84K - $98.6K
|
15.1K
$1.45M
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-750- 13.12% |
$63K - $74K
|
4.97K
$479K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-550- 34.7% |
$46.2K - $54.2K
|
1.04K
$99.8K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-432- 12.74% |
$36.3K - $42.6K
|
2.96K
$286K
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-349- 13.51% |
$29.3K - $34.4K
|
2.23K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 91.03% |
$17.9K - $21K
|
21
$2.03K
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-205- 4.53% |
$17.2K - $20.2K
|
4.33K
$417K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-121- 1.37% |
$10.2K - $11.9K
|
8.72K
$842K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 47.62% |
$8.4K - $9.86K
|
110
$10.6K
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 2.3% |
$8.4K - $9.86K
|
4.26K
$410K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 7.55% |
$8.32K - $9.76K
|
1.21K
$117K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-42- 4.22% |
$3.53K - $4.14K
|
954
$92K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 40.66% |
$3.11K - $3.65K
|
54
$5.21K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-27- 4.55% |
$2.27K - $2.66K
|
567
$54.7K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 43.75% |
$588 - $690
|
9
$868
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5- 1.29% |
$420 - $493
|
383
$36.9K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.09K- 25.32% |
$407K - $485K
|
15K
$1.45M
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4.02K- 45.0% |
$322K - $383K
|
4.91K
$474K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4K- 83.33% |
$320K - $382K
|
800
$77.2K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-890- 24.99% |
$71.2K - $84.9K
|
2.67K
$258K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-702- 4.76% |
$56.2K - $67K
|
14K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-342- 2.79% |
$27.4K - $32.6K
|
11.9K
$1.15M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-276- 9.72% |
$22.1K - $26.3K
|
2.56K
$247K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-140- 25.93% |
$11.2K - $13.4K
|
400
$38.6K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 1.61% |
$8K - $9.54K
|
6.13K
$591K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6- 7.14% |
$480 - $572
|
78
$7.52K
|
|
Q4 2023 | |||||||
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-3.6K- 83.25% |
$1.32M - $1.62M
|
724
$69.8K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.68K- 17.39% |
$979K - $1.21M
|
12.7K
$1.23M
|
|
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
$2.11M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-437- 22.58% |
$164K - $180K
|
1.5K
$145K
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-45- 7.0% |
$16.9K - $18.6K
|
598
$57.7K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-617- 20.13% |
$201K - $244K
|
2.45K
$236K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 3.1% |
$16.3K - $19.8K
|
1.56K
$151K
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-45- 7.59% |
$14.7K - $17.8K
|
548
$52.9K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-977Closed |
$270K - $332K
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-105- 60.0% |
$29K - $35.6K
|
70
$6.75K
|
|
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
$93.6K
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-64- 13.36% |
$2.84K - $19.6K
|
415
$40K
|
|
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
$2.7K
|