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
May 12, 2023 Q1 2023
Campion Asset Management

BUY
 -
420
+ 9.02%
$116K - $143K
5.08K $533K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
409
+ 182.59%
$113K - $139K
633 $66.5K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
320
New
$88.3K - $109K
320 $33.6K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
252
+ 45.57%
$69.5K - $85.5K
805 $84.5K
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
228
+ 0.75%
$62.9K - $77.4K
30.7K $3.22M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
169
+ 6.43%
$46.6K - $57.3K
2.8K $294K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
165
New
$45.5K - $56K
165 $17.3K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
158
+ 16.65%
$43.6K - $53.6K
1.11K $116K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
158
+ 9.44%
$43.6K - $53.6K
1.83K $192K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
148
New
$40.8K - $50.2K
148 $15.5K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
128
+ 2.16%
$35.3K - $43.4K
6.06K $636K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
101
+ 2.18%
$27.9K - $34.3K
4.73K $497K
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
100
+ 6.06%
$27.6K - $33.9K
1.75K $184K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
100
New
$27.6K - $33.9K
100 $10.5K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
100
+ 4.12%
$27.6K - $33.9K
2.53K $266K
Apr 25, 2023 Q1 2023
Norwood Financial Corp

BUY
 -
100
+ 21.69%
$27.6K - $33.9K
561 $58.9K
May 08, 2023 Q1 2023
Shelton Wealth Management, LLC

BUY
 -
93
+ 0.68%
$25.7K - $31.6K
13.8K $1.45M
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
92
+ 73.6%
$25.4K - $31.2K
217 $22.8K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
92
+ 4.53%
$25.4K - $31.2K
2.12K $223K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
79
+ 3.23%
$21.8K - $26.8K
2.52K $265K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
73
+ 10.81%
$20.1K - $24.8K
748 $78.5K
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
72
+ 5.56%
$19.9K - $24.4K
1.37K $144K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
53
+ 0.45%
$14.6K - $18K
11.9K $1.25M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
47
+ 4.33%
$13K - $15.9K
1.13K $119K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
46
+ 5.04%
$12.7K - $15.6K
958 $101K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
29
+ 2.18%
$8K - $9.84K
1.36K $143K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
25
New
$6.9K - $8.48K
25 $2.63K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
18
New
$4.97K - $6.11K
18 $1.89K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
17
+ 11.89%
$4.69K - $5.77K
160 $16.8K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
17
New
$4.69K - $5.77K
17 $1.79K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
15
+ 25.0%
$4.14K - $5.09K
75 $7.88K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
14
+ 0.05%
$3.86K - $4.75K
30.3K $3.18M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
13
+ 5.86%
$3.59K - $4.41K
235 $24.7K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
10
+ 0.1%
$2.76K - $3.39K
10.1K $1.07M
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
8
New
$2.21K - $2.71K
8 $840
May 02, 2023 Q1 2023
Aft, Forsyth & Company, Inc.

BUY
 -
7
+ 0.07%
$1.93K - $2.38K
9.92K $1.04M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
2
+ 1.57%
$552 - $679
129 $13.5K
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
2
+ 0.12%
$552 - $679
1.63K $171K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 0.3%
$276 - $339
336 $35.3K
May 12, 2023 Q1 2023
Bollard Group LLC

Boston, MA
BUY
 -
1
+ 0.09%
$276 - $339
1.06K $112K
Apr 06, 2023 Q1 2023
Saxon Interests, Inc.

SELL
 -
-1
- 0.11%
$276 - $339
909 $95.4K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-2
- 0.08%
$552 - $679
2.53K $266K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-3
- 1.84%
$828 - $1.02K
160 $16.8K
Apr 21, 2023 Q1 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-6
- 0.47%
$1.66K - $2.04K
1.27K $133K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-7
- 5.93%
$1.93K - $2.38K
111 $11.7K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

SELL
 -
-9
- 1.75%
$2.48K - $3.05K
506 $53.1K
May 04, 2023 Q1 2023
Safeguard Investment Advisory Group, LLC

SELL
 -
-11
- 1.01%
$3.04K - $3.73K
1.08K $114K
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-14
- 0.06%
$3.86K - $4.75K
22.1K $2.32M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

SELL
 -
-17
- 1.04%
$4.69K - $5.77K
1.61K $169K

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