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 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
3.6K+ 500.0% |
$303K - $1.86M
|
4.31K
$453K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.59K+ 614.9% |
$303K - $1.86M
|
4.18K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.58K+ 500.0% |
$301K - $1.85M
|
4.29K
$450K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.54K+ 500.0% |
$298K - $1.83M
|
4.25K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.54K+ 497.75% |
$298K - $1.83M
|
4.25K
$446K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.5K+ 500.0% |
$295K - $1.81M
|
4.2K
$441K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.47KNew |
$293K - $1.8M
|
3.47K
$365K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.43K+ 500.0% |
$289K - $1.77M
|
4.11K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.42K+ 688.33% |
$288K - $1.77M
|
3.92K
$411K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.39K+ 500.89% |
$286K - $1.75M
|
4.07K
$427K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.38K+ 500.0% |
$285K - $1.75M
|
4.06K
$426K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.36K+ 497.93% |
$283K - $1.74M
|
4.04K
$424K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
3.34K+ 552.65% |
$281K - $1.73M
|
3.94K
$414K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.32K+ 497.9% |
$279K - $1.71M
|
3.98K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.3K+ 500.0% |
$278K - $1.71M
|
3.96K
$416K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.28K+ 500.31% |
$276K - $1.69M
|
3.93K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
3.16K+ 500.0% |
$266K - $1.63M
|
3.79K
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.11K+ 517.28% |
$262K - $1.61M
|
3.72K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3KNew |
$253K - $1.55M
|
3K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3K+ 500.0% |
$253K - $1.55M
|
3.6K
$378K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.97K+ 499.66% |
$250K - $1.53M
|
3.56K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.96K+ 404.92% |
$249K - $1.53M
|
3.69K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.95K+ 499.66% |
$248K - $1.52M
|
3.54K
$371K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.9K+ 533.82% |
$245K - $1.5M
|
3.45K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.88K+ 500.0% |
$242K - $1.49M
|
3.45K
$362K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
2.86K+ 500.0% |
$241K - $1.48M
|
3.43K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.84KNew |
$239K - $1.47M
|
2.84K
$298K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.84K+ 418.58% |
$239K - $1.47M
|
3.52K
$369K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.84K+ 500.0% |
$239K - $1.47M
|
3.4K
$357K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.7K+ 338.14% |
$227K - $1.39M
|
3.49K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2.68K+ 500.0% |
$225K - $1.38M
|
3.21K
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$225K - $1.38M
|
2.67K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.67KNew |
$225K - $1.38M
|
2.67K
$280K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.65K+ 500.38% |
$223K - $1.37M
|
3.18K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2.65KNew |
$223K - $1.37M
|
2.65K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.64KNew |
$222K - $1.36M
|
2.64K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.63K+ 520.99% |
$222K - $1.36M
|
3.14K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.6KNew |
$219K - $1.34M
|
2.6K
$273K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.59KNew |
$218K - $1.34M
|
2.59K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.58KNew |
$218K - $1.34M
|
2.58K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.53K+ 500.0% |
$213K - $1.31M
|
3.03K
$318K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.52K+ 458.11% |
$212K - $1.3M
|
3.06K
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.51KNew |
$211K - $1.3M
|
2.51K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.49KNew |
$210K - $1.29M
|
2.49K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.48KNew |
$209K - $1.28M
|
2.48K
$260K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.46K+ 500.41% |
$207K - $1.27M
|
2.95K
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.44KNew |
$205K - $1.26M
|
2.44K
$256K
|