Purchases and Sales Made in Q1 2023 in Ishares Expanded Tech Sector E (IGM)
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 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 0.85% |
$4.97K - $6.11K
|
2.1K
$202K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-20- 2.84% |
$5.52K - $6.79K
|
684
$65.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23- 2.19% |
$6.35K - $7.8K
|
1.03K
$98.9K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 10.12% |
$6.9K - $8.48K
|
222
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32- 3.14% |
$8.83K - $10.9K
|
988
$95.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 4.37% |
$12.1K - $14.9K
|
963
$92.7K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-46- 3.03% |
$12.7K - $15.6K
|
1.47K
$142K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-55- 1.44% |
$15.2K - $18.7K
|
3.76K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-55- 5.51% |
$15.2K - $18.7K
|
943
$90.7K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-56- 1.84% |
$15.5K - $19K
|
2.99K
$288K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-67Closed |
$18.5K - $22.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-68- 0.5% |
$18.8K - $23.1K
|
13.5K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-77- 2.29% |
$21.3K - $26.1K
|
3.28K
$316K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 4.6% |
$22.4K - $27.5K
|
1.68K
$162K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-84- 2.6% |
$23.2K - $28.5K
|
3.15K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85- 1.49% |
$23.5K - $28.8K
|
5.63K
$541K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-88- 1.37% |
$24.3K - $29.9K
|
6.35K
$611K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-88- 7.48% |
$24.3K - $29.9K
|
1.09K
$105K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-90- 7.72% |
$24.8K - $30.5K
|
1.08K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-98- 7.07% |
$27K - $33.3K
|
1.29K
$124K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-105- 60.0% |
$29K - $35.6K
|
70
$6.74K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-107- 14.76% |
$29.5K - $36.3K
|
618
$59.5K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-116- 13.73% |
$32K - $39.4K
|
729
$70.1K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-121- 6.13% |
$33.4K - $41.1K
|
1.85K
$178K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-130- 6.12% |
$35.9K - $44.1K
|
1.99K
$192K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-131- 16.88% |
$36.2K - $44.5K
|
645
$62.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-137- 3.51% |
$37.8K - $46.5K
|
3.77K
$362K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-140- 10.42% |
$38.6K - $47.5K
|
1.2K
$116K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-152- 2.79% |
$41.9K - $51.6K
|
5.3K
$510K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 4.64% |
$42.8K - $52.6K
|
3.19K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-158- 19.39% |
$43.6K - $53.6K
|
657
$63.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-165- 1.43% |
$45.5K - $56K
|
11.4K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-170- 0.41% |
$46.9K - $57.7K
|
41.6K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-174- 10.96% |
$48K - $59K
|
1.41K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-174- 8.8% |
$48K - $59K
|
1.8K
$174K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-174- 77.68% |
$48K - $59K
|
50
$4.81K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-179- 1.64% |
$49.4K - $60.7K
|
10.7K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-180- 1.02% |
$49.7K - $61.1K
|
17.5K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-198- 3.95% |
$54.6K - $67.2K
|
4.82K
$464K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-218- 17.51% |
$60.2K - $74K
|
1.03K
$98.8K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-267- 30.8% |
$73.7K - $90.6K
|
600
$57.7K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-273- 2.98% |
$75.3K - $92.6K
|
8.88K
$855K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-281- 7.03% |
$77.6K - $95.3K
|
3.72K
$358K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-310- 2.29% |
$85.6K - $105K
|
13.2K
$1.27M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-320- 3.79% |
$88.3K - $109K
|
8.13K
$782K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-333- 9.75% |
$91.9K - $113K
|
3.08K
$297K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-352- 5.94% |
$97.1K - $119K
|
5.58K
$537K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-394- 2.9% |
$109K - $134K
|
13.2K
$1.27M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-435- 45.41% |
$120K - $148K
|
523
$50.3K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-480- 3.39% |
$132K - $163K
|
13.7K
$1.32M
|