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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.44K+ 500.0% |
$205K - $1.26M
|
2.92K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.42KNew |
$204K - $1.25M
|
2.42K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.41KNew |
$203K - $1.25M
|
2.41K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.39KNew |
$202K - $1.24M
|
2.39K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.38KNew |
$201K - $1.23M
|
2.38K
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.36K+ 500.0% |
$199K - $1.22M
|
2.83K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.3K+ 229.51% |
$194K - $1.19M
|
3.31K
$318K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
2.21K+ 484.25% |
$186K - $1.14M
|
2.67K
$257K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
2.15K+ 500.0% |
$181K - $1.11M
|
2.58K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.98K+ 652.48% |
$167K - $1.02M
|
2.28K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.94K+ 223.71% |
$164K - $1M
|
2.81K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$159K - $974K
|
1.88K
$181K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.81KNew |
$153K - $937K
|
1.81K
$174K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.57K+ 1083.45% |
$132K - $812K
|
1.72K
$165K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.53K+ 500.0% |
$129K - $791K
|
1.84K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49KNew |
$125K - $768K
|
1.49K
$143K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.29K+ 442.81% |
$109K - $668K
|
1.59K
$153K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.18K+ 500.0% |
$99K - $607K
|
1.41K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.17KNew |
$98.7K - $605K
|
1.17K
$113K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.1K+ 523.22% |
$93K - $571K
|
1.32K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09K+ 501.38% |
$92.1K - $565K
|
1.31K
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.08K+ 232.9% |
$91.3K - $560K
|
1.55K
$149K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 471.05% |
$90.5K - $555K
|
1.3K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.07KNew |
$90K - $552K
|
1.07K
$103K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.06K+ 500.0% |
$89.3K - $548K
|
1.27K
$122K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.01K+ 500.0% |
$84.7K - $519K
|
1.21K
$116K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
999+ 499.5% |
$84.2K - $516K
|
1.2K
$115K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
920+ 741.94% |
$77.5K - $476K
|
1.04K
$100K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
898+ 1320.59% |
$75.7K - $464K
|
966
$92.9K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
830+ 500.0% |
$69.9K - $429K
|
996
$95.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
825+ 500.0% |
$69.5K - $426K
|
990
$95.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
800+ 500.0% |
$67.4K - $413K
|
960
$92.4K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
762+ 3.89% |
$64.2K - $394K
|
20.4K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
741+ 638.79% |
$62.4K - $383K
|
857
$82.5K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
669+ 503.01% |
$56.4K - $346K
|
802
$77.2K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
650+ 500.0% |
$54.8K - $336K
|
780
$75.1K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
636New |
$53.6K - $329K
|
636
$61.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
617+ 501.63% |
$52K - $319K
|
740
$71.2K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
500+ 500.0% |
$42.1K - $258K
|
600
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
490+ 471.15% |
$41.3K - $253K
|
594
$57.2K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
450+ 500.0% |
$37.9K - $233K
|
540
$52K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
450+ 500.0% |
$37.9K - $233K
|
540
$52K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
413+ 497.59% |
$34.8K - $213K
|
496
$47.7K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
410+ 500.0% |
$34.6K - $212K
|
492
$47.3K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
375+ 500.0% |
$31.6K - $194K
|
450
$43.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
370+ 500.0% |
$31.2K - $191K
|
444
$42.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
366New |
$30.8K - $189K
|
366
$35.2K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
325+ 500.0% |
$27.4K - $168K
|
390
$37.5K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
320+ 500.0% |
$27K - $165K
|
384
$36.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
301+ 237.01% |
$25.4K - $156K
|
428
$41.2K
|