Purchases and Sales Made in Q1 2023 in Ishares Expanded Tech Sector E (IGM)

IGM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
75.8K
New
$20.9M - $25.7M
75.8K $7.3M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
35.8K
+ 415.46%
$9.89M - $12.2M
44.4K $4.28M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
23.6K
+ 13.47%
$6.52M - $8.02M
199K $19.1M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
21.8K
+ 407.84%
$6.02M - $7.4M
27.1K $2.61M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
11.2K
+ 2256.57%
$3.08M - $3.79M
11.7K $1.12M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.01K
+ 119.48%
$2.49M - $3.06M
16.6K $1.59M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
7.23K
New
$2M - $2.45M
7.23K $696K
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
6.63K
+ 3.24%
$1.83M - $2.25M
211K $20.3M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.17K
New
$1.7M - $2.09M
6.17K $593K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
5.1K
+ 112.08%
$1.41M - $1.73M
9.64K $928K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.25K
+ 2.11%
$1.17M - $1.44M
205K $19.8M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
3.49K
+ 2.1%
$962K - $1.18M
170K $16.3M
May 10, 2023 Q1 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
2.84K
+ 7.78%
$784K - $963K
39.3K $3.79M
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
2.72K
+ 24.59%
$752K - $924K
13.8K $1.33M
May 12, 2023 Q1 2023
Geller Advisors LLC

New York, NY
BUY
 -
1.82K
New
$502K - $618K
1.82K $175K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.68K
+ 3.81%
$463K - $569K
45.7K $4.4M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.38K
New
$381K - $469K
1.38K $133K
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
1.38K
New
$380K - $468K
1.38K $133K
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
1.3K
New
$359K - $441K
1.3K $125K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
1.18K
+ 15.12%
$325K - $400K
8.97K $863K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.08K
+ 2.25%
$297K - $365K
49K $4.71M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.07K
+ 3.7%
$294K - $362K
29.9K $2.88M
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
1.05K
New
$289K - $356K
1.05K $101K
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
1.03K
New
$285K - $351K
1.03K $99.5K
Apr 20, 2023 Q1 2023
White Lighthouse Investment Management Inc.

BUY
 -
866
+ 6.48%
$239K - $294K
14.2K $1.37M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
850
+ 2.48%
$235K - $288K
35.1K $3.38M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
839
New
$232K - $285K
839 $80.7K
May 12, 2023 Q1 2023
Milestone Advisory Partners

BUY
 -
835
+ 20.0%
$230K - $283K
5.01K $482K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
752
+ 55.29%
$208K - $255K
2.11K $203K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
732
New
$202K - $248K
732 $70.4K
May 12, 2023 Q1 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
712
New
$196K - $242K
712 $68.5K
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
709
New
$196K - $241K
709 $68.2K
May 12, 2023 Q1 2023
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
700
New
$193K - $238K
700 $67.4K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
697
New
$192K - $237K
697 $67.1K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
685
New
$189K - $232K
685 $65.9K
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
672
New
$185K - $228K
672 $64.7K
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
657
+ 79.35%
$181K - $223K
1.49K $143K
May 15, 2023 Q1 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
650
New
$179K - $221K
650 $62.5K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
624
+ 19.8%
$172K - $212K
3.78K $363K
Apr 13, 2023 Q1 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
621
New
$171K - $211K
621 $59.8K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
605
New
$167K - $205K
605 $58.2K
Apr 24, 2023 Q1 2023
Peoples Bank

BUY
 -
604
New
$167K - $205K
604 $58.1K
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
604
+ 125.57%
$167K - $205K
1.09K $104K
May 08, 2023 Q1 2023
Red Door Wealth Management, LLC

BUY
 -
594
New
$164K - $202K
594 $57.2K
May 03, 2023 Q1 2023
Rollins Financial

BUY
 -
593
New
$164K - $201K
593 $57.1K
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
592
New
$163K - $201K
592 $57K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
590
New
$163K - $200K
590 $56.8K
May 12, 2023 Q1 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
531
+ 17.77%
$147K - $180K
3.52K $339K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
465
New
$128K - $158K
465 $44.7K

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