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 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-500- 9.72% |
$138K - $170K
|
4.64K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-518- 2.91% |
$143K - $176K
|
17.3K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-520- 2.6% |
$144K - $176K
|
19.5K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-579- 36.58% |
$160K - $196K
|
1K
$96.6K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-624- 16.53% |
$172K - $212K
|
3.15K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-643- 49.92% |
$177K - $218K
|
645
$62.1K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-814- 1.33% |
$225K - $276K
|
60.5K
$5.82M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-814- 1.33% |
$225K - $276K
|
60.5K
$5.82M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-901- 3.44% |
$249K - $306K
|
25.3K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-977Closed |
$270K - $332K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-983- 2.75% |
$271K - $334K
|
34.7K
$3.34M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07K- 1.15% |
$294K - $362K
|
92K
$8.86M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.08K- 38.98% |
$299K - $367K
|
1.7K
$163K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.2K- 28.89% |
$330K - $406K
|
2.94K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 5.77% |
$334K - $410K
|
19.7K
$1.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 2.48% |
$340K - $418K
|
48.4K
$4.66M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.36K- 14.05% |
$376K - $462K
|
8.34K
$802K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 11.62% |
$539K - $663K
|
14.9K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.12K- 36.45% |
$585K - $720K
|
3.7K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.17K- 37.77% |
$599K - $736K
|
3.57K
$344K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.36K- 43.82% |
$650K - $799K
|
3.02K
$291K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.67K- 3.93% |
$737K - $906K
|
65.3K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.92K- 29.24% |
$804K - $989K
|
7.05K
$679K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.26K- 32.03% |
$899K - $1.11M
|
6.91K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.71K- 9.14% |
$1.3M - $1.6M
|
46.9K
$4.51M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-4.95K- 31.66% |
$1.37M - $1.68M
|
10.7K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.68K- 9.32% |
$1.57M - $1.93M
|
55.3K
$5.32M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 5.83% |
$4.46M - $5.48M
|
261K
$25.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.8K- 11.7% |
$14.6M - $17.9M
|
398K
$38.3M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.4K- 12.1% |
$15.6M - $19.1M
|
410K
$39.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-102K- 68.97% |
$28.1M - $34.6M
|
45.9K
$4.41M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-825K- 69.53% |
$228M - $280M
|
361K
$34.8M
|