Purchases and Sales Made in Q2 2022 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 0.46% |
$47.8 - $66.2
|
215
$22.6K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-16- 1.34% |
$764 - $1.06K
|
1.18K
$124K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-16- 0.88% |
$764 - $1.06K
|
1.8K
$189K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$955 - $1.32K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20Closed |
$955 - $1.32K
|
0
$0
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 8.63% |
$1.05K - $1.46K
|
233
$24.5K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25- 2.07% |
$1.19K - $1.65K
|
1.18K
$124K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 1.65% |
$1.19K - $1.65K
|
1.49K
$156K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-39Closed |
$1.86K - $2.58K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40- 48.19% |
$1.91K - $2.65K
|
43
$4.52K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-40Closed |
$1.91K - $2.65K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-45Closed |
$2.15K - $2.98K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51- 0.88% |
$2.44K - $3.37K
|
5.73K
$602K
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-53- 4.38% |
$2.53K - $3.51K
|
1.16K
$121K
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-53- 5.91% |
$2.53K - $3.51K
|
844
$88.6K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-55- 93.22% |
$2.63K - $3.64K
|
4
$420
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-55- 2.73% |
$2.63K - $3.64K
|
1.96K
$206K
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-56- 9.49% |
$2.67K - $3.71K
|
534
$56.1K
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-56- 0.56% |
$2.67K - $3.71K
|
9.93K
$1.04M
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-61- 0.64% |
$2.91K - $4.04K
|
9.43K
$990K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-64- 1.62% |
$3.06K - $4.23K
|
3.9K
$409K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-65- 0.49% |
$3.1K - $4.3K
|
13.1K
$1.38M
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-72- 5.42% |
$3.44K - $4.76K
|
1.26K
$132K
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-73- 6.29% |
$3.49K - $4.83K
|
1.09K
$114K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-76Closed |
$3.63K - $5.03K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-80- 14.49% |
$3.82K - $5.29K
|
472
$49.6K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-83- 3.35% |
$3.96K - $5.49K
|
2.4K
$252K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-83- 5.72% |
$3.96K - $5.49K
|
1.37K
$144K
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-87- 6.36% |
$4.15K - $5.76K
|
1.28K
$135K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-88- 27.59% |
$4.2K - $5.82K
|
231
$24.3K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-95- 12.01% |
$4.54K - $6.29K
|
696
$73.1K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-96- 2.12% |
$4.58K - $6.35K
|
4.44K
$466K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-100- 6.43% |
$4.78K - $6.62K
|
1.46K
$153K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-100- 6.84% |
$4.78K - $6.62K
|
1.36K
$143K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-105- 1.55% |
$5.01K - $6.95K
|
6.69K
$702K
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-107Closed |
$5.11K - $7.08K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-108- 7.17% |
$5.16K - $7.15K
|
1.4K
$147K
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-124- 3.31% |
$5.92K - $8.21K
|
3.62K
$380K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-129- 24.02% |
$6.16K - $8.54K
|
408
$42.8K
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-134- 11.1% |
$6.4K - $8.87K
|
1.07K
$113K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-135- 15.92% |
$6.45K - $8.93K
|
713
$74.9K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-136- 8.75% |
$6.49K - $9K
|
1.42K
$149K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-148- 14.73% |
$7.07K - $9.79K
|
857
$90K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-150- 8.67% |
$7.16K - $9.93K
|
1.58K
$166K
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-150- 9.49% |
$7.16K - $9.93K
|
1.43K
$150K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-150- 4.82% |
$7.16K - $9.93K
|
2.96K
$311K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-172- 13.12% |
$8.21K - $11.4K
|
1.14K
$120K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-175- 11.79% |
$8.36K - $11.6K
|
1.31K
$137K
|