Purchases and Sales Made in Q1 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
51K+ 594.01% |
$4.3M - $26.4M
|
59.6K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
49.9K+ 497.0% |
$4.2M - $25.8M
|
59.9K
$6.29M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.9K+ 1450.11% |
$4.04M - $24.8M
|
51.2K
$5.38M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
47.6KNew |
$4.01M - $24.6M
|
47.6K
$5M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
46.8K+ 478.45% |
$3.94M - $24.2M
|
56.6K
$5.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
46.7K+ 498.05% |
$3.94M - $24.1M
|
56.1K
$5.89M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
46.5K+ 442.88% |
$3.92M - $24M
|
57K
$5.99M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
44.5K+ 500.0% |
$3.75M - $23M
|
53.4K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
43.8K+ 881.64% |
$3.69M - $22.7M
|
48.8K
$5.13M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
40.8K+ 500.0% |
$3.44M - $21.1M
|
48.9K
$5.14M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.5KNew |
$3.33M - $20.4M
|
39.5K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.2K+ 531.51% |
$3.22M - $19.8M
|
45.4K
$4.77M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
36.7K+ 815.07% |
$3.09M - $19M
|
41.2K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
33.8KNew |
$2.85M - $17.5M
|
33.8K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
33.1K+ 485.1% |
$2.79M - $17.1M
|
40K
$4.2M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
30.5K+ 494.1% |
$2.57M - $15.8M
|
36.7K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
28.1K+ 519.28% |
$2.37M - $14.5M
|
33.5K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
28.1KNew |
$2.36M - $14.5M
|
28.1K
$2.95M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27.8K+ 487.51% |
$2.34M - $14.4M
|
33.5K
$3.52M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.5KNew |
$2.32M - $14.2M
|
27.5K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 494.56% |
$2.28M - $14M
|
32.6K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
26K+ 357.33% |
$2.19M - $13.4M
|
33.2K
$3.49M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.9K+ 500.0% |
$2.1M - $12.9M
|
29.9K
$3.13M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 307.79% |
$2.07M - $12.7M
|
32.5K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24K+ 300.63% |
$2.02M - $12.4M
|
31.9K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
22.8K+ 510.08% |
$1.92M - $11.8M
|
27.2K
$2.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
22.6K+ 496.79% |
$1.91M - $11.7M
|
27.2K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22K+ 973.93% |
$1.86M - $11.4M
|
24.3K
$2.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
21K+ 1859.18% |
$1.77M - $10.8M
|
22.1K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
20.5K+ 498.1% |
$1.72M - $10.6M
|
24.6K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.1K+ 553.6% |
$1.69M - $10.4M
|
23.7K
$2.49M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.7K+ 405.22% |
$1.66M - $10.2M
|
24.6K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.7K+ 503.22% |
$1.66M - $10.2M
|
23.6K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.4K+ 536.24% |
$1.63M - $10M
|
23K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
18.9K+ 472.29% |
$1.6M - $9.79M
|
22.9K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
18.6K+ 508.55% |
$1.57M - $9.62M
|
22.3K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18K+ 522.74% |
$1.51M - $9.29M
|
21.4K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
17.5K+ 490.63% |
$1.47M - $9.04M
|
21K
$2.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
17K+ 540.32% |
$1.43M - $8.77M
|
20.1K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.6K+ 3180.23% |
$1.4M - $8.56M
|
17.1K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
16.1K+ 500.62% |
$1.36M - $8.32M
|
19.3K
$2.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
16.1K+ 799.7% |
$1.36M - $8.32M
|
18.1K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 505.99% |
$1.33M - $8.16M
|
18.9K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 726.94% |
$1.32M - $8.09M
|
17.8K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.5K+ 541.94% |
$1.31M - $8.01M
|
18.4K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
15.1K+ 500.0% |
$1.27M - $7.79M
|
18.1K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
14.9K+ 602.27% |
$1.25M - $7.69M
|
17.3K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
14.6K+ 500.82% |
$1.23M - $7.54M
|
17.5K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.2K+ 779.56% |
$1.2M - $7.33M
|
16K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
14K+ 478.84% |
$1.18M - $7.23M
|
16.9K
$1.77M
|