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
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
268+ 200.0% |
$22.6K - $139K
|
402
$38.7K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
265+ 500.0% |
$22.3K - $137K
|
318
$30.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
258+ 505.88% |
$21.7K - $133K
|
309
$29.7K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 500.0% |
$21.1K - $129K
|
300
$28.9K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
250+ 500.0% |
$21.1K - $129K
|
300
$28.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
248+ 200.0% |
$20.9K - $128K
|
372
$35.8K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
215+ 500.0% |
$18.1K - $111K
|
258
$24.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
210+ 500.0% |
$17.7K - $109K
|
252
$24.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200+ 500.0% |
$16.9K - $103K
|
240
$23.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
195+ 500.0% |
$16.4K - $101K
|
234
$22.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
185+ 500.0% |
$15.6K - $95.6K
|
222
$21.4K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
175+ 500.0% |
$14.7K - $90.5K
|
210
$20.2K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
175+ 500.0% |
$14.7K - $90.5K
|
210
$20.2K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
140+ 500.0% |
$11.8K - $72.4K
|
168
$16.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
130+ 500.0% |
$11K - $67.2K
|
156
$15K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
125+ 500.0% |
$10.5K - $64.6K
|
150
$14.4K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
125+ 2.92% |
$10.5K - $64.6K
|
4.41K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
125+ 500.0% |
$10.5K - $64.6K
|
150
$14.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
100+ 500.0% |
$8.43K - $51.7K
|
120
$11.5K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 500.0% |
$8.01K - $49.1K
|
114
$11K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
89New |
$7.5K - $46K
|
89
$8.56K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
84New |
$7.08K - $43.4K
|
84
$8.08K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
78+ 487.5% |
$6.57K - $40.3K
|
94
$9.04K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
76+ 506.67% |
$6.4K - $39.3K
|
91
$8.76K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
66New |
$5.56K - $34.1K
|
66
$6.35K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 508.33% |
$5.14K - $31.5K
|
73
$7.02K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
56+ 509.09% |
$4.72K - $28.9K
|
67
$6.45K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55+ 500.0% |
$4.63K - $28.4K
|
66
$6.35K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 500.0% |
$4.21K - $25.8K
|
60
$5.77K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
50+ 500.0% |
$4.21K - $25.8K
|
60
$5.77K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
45New |
$3.79K - $23.3K
|
45
$4.33K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
41New |
$3.46K - $21.2K
|
41
$3.95K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
30+ 500.0% |
$2.53K - $15.5K
|
36
$3.46K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 500.0% |
$2.11K - $12.9K
|
30
$2.89K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 500.0% |
$1.26K - $7.75K
|
18
$1.73K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 2.6% |
$421 - $2.58K
|
187
$18K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 41.94% |
$1.1K - $6.72K
|
18
$1.73K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-31.7K- 10.26% |
$2.67M - $16.4M
|
277K
$26.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-265K- 13.51% |
$22.4M - $137M
|
1.7M
$164M
|