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 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.99K+ 3038.58% |
$504K - $3.09M
|
6.18K
$649K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.97K+ 366.01% |
$503K - $3.08M
|
7.6K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.93K+ 500.0% |
$499K - $3.06M
|
7.11K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5.88K+ 500.0% |
$495K - $3.04M
|
7.05K
$740K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
5.85K+ 500.0% |
$493K - $3.02M
|
7.02K
$737K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5.77K+ 500.0% |
$486K - $2.98M
|
6.92K
$726K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
5.66KNew |
$477K - $2.93M
|
5.66K
$594K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.58K+ 500.0% |
$470K - $2.88M
|
6.7K
$703K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.56K+ 510.46% |
$469K - $2.88M
|
6.65K
$699K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.55K+ 500.99% |
$468K - $2.87M
|
6.66K
$699K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.37K+ 363.22% |
$453K - $2.78M
|
6.85K
$719K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.33K+ 500.28% |
$449K - $2.75M
|
6.39K
$671K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
5.27K+ 447.54% |
$444K - $2.72M
|
6.45K
$677K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.19K+ 500.0% |
$437K - $2.68M
|
6.23K
$654K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.19K+ 514.27% |
$437K - $2.68M
|
6.2K
$651K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.08K+ 605.24% |
$428K - $2.63M
|
5.92K
$622K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.01K+ 500.0% |
$422K - $2.59M
|
6.01K
$631K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
5K+ 500.0% |
$421K - $2.58M
|
6K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.99K+ 423.24% |
$421K - $2.58M
|
6.17K
$648K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.95KNew |
$417K - $2.56M
|
4.95K
$520K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.92KNew |
$415K - $2.54M
|
4.92K
$517K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.85K+ 500.0% |
$409K - $2.51M
|
5.82K
$611K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.81K+ 496.29% |
$406K - $2.49M
|
5.78K
$607K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.8K+ 500.1% |
$405K - $2.48M
|
5.76K
$605K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.77K+ 500.0% |
$402K - $2.46M
|
5.72K
$600K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
4.75K+ 500.0% |
$400K - $2.46M
|
5.7K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.67K+ 500.0% |
$393K - $2.41M
|
5.6K
$588K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
4.63K+ 499.89% |
$390K - $2.39M
|
5.56K
$583K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
4.61KNew |
$389K - $2.38M
|
4.61K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.54K+ 500.11% |
$383K - $2.35M
|
5.45K
$572K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.5K+ 500.0% |
$379K - $2.33M
|
5.4K
$567K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.5K+ 492.12% |
$379K - $2.32M
|
5.41K
$568K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.48K+ 496.67% |
$378K - $2.32M
|
5.38K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.39KNew |
$370K - $2.27M
|
4.39K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.39KNew |
$370K - $2.27M
|
4.39K
$461K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.34K+ 1359.87% |
$366K - $2.24M
|
4.66K
$489K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.25K+ 500.0% |
$358K - $2.2M
|
5.1K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.23K+ 500.0% |
$356K - $2.18M
|
5.07K
$532K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.23K+ 500.0% |
$356K - $2.18M
|
5.07K
$532K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.14K+ 486.6% |
$349K - $2.14M
|
4.99K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.11K+ 500.0% |
$346K - $2.12M
|
4.93K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.06K+ 499.02% |
$342K - $2.1M
|
4.88K
$512K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
4.02K+ 500.12% |
$338K - $2.08M
|
4.82K
$506K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4K+ 500.0% |
$337K - $2.07M
|
4.8K
$504K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.92K+ 382.7% |
$330K - $2.02M
|
4.94K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.79K+ 478.41% |
$319K - $1.96M
|
4.58K
$481K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.78K+ 500.0% |
$318K - $1.95M
|
4.53K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.7K+ 513.04% |
$312K - $1.91M
|
4.42K
$464K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.69K+ 552.4% |
$311K - $1.91M
|
4.36K
$458K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.68K+ 500.0% |
$310K - $1.9M
|
4.41K
$463K
|