Purchases and Sales Made in Q2 2023 in Ishares Expanded Tech Sector E (IGM)

IGM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 2023. 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
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
550
+ 4.17%
$179K - $218K
13.7K $1.32M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
549
New
$179K - $217K
549 $52.8K
Jul 21, 2023 Q2 2023
Capital Wealth Alliance, LLC

BUY
 -
547
New
$178K - $216K
547 $52.6K
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
543
New
$177K - $215K
543 $52.2K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
535
New
$174K - $212K
535 $51.5K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
533
New
$174K - $211K
533 $51.3K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
531
New
$173K - $210K
531 $51.1K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
513
New
$167K - $203K
513 $49.4K
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
438
+ 73.0%
$143K - $173K
1.04K $99.9K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
270
+ 1421.05%
$87.9K - $107K
289 $27.8K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
200
+ 0.74%
$65.1K - $79.1K
27.3K $2.63M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
199
New
$64.8K - $78.7K
199 $19.1K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
187
New
$60.9K - $74K
187 $18K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
187
New
$60.9K - $74K
187 $18K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
171
+ 6.11%
$55.7K - $67.6K
2.97K $286K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
171
+ 0.09%
$55.7K - $67.6K
199K $19.2M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
150
New
$48.8K - $59.3K
150 $14.4K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
140
+ 14.85%
$45.6K - $55.4K
1.08K $104K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
123
New
$40.1K - $48.7K
123 $11.8K
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
117
+ 16.43%
$38.1K - $46.3K
829 $79.8K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
95
+ 8.76%
$30.9K - $37.6K
1.18K $114K
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
91
+ 1.01%
$29.6K - $36K
9.06K $872K
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
56
+ 7.9%
$18.2K - $22.2K
765 $73.6K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
55
New
$17.9K - $21.8K
55 $5.29K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
51
New
$16.6K - $20.2K
51 $4.91K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
51
+ 1.36%
$16.6K - $20.2K
3.81K $367K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
50
+ 4.87%
$16.3K - $19.8K
1.08K $104K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
48
+ 4.08%
$15.6K - $19K
1.23K $118K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
48
+ 0.4%
$15.6K - $19K
12K $1.15M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
42
New
$13.7K - $16.6K
42 $4.04K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
40
+ 3.56%
$13K - $15.8K
1.17K $112K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
36
+ 0.1%
$11.7K - $14.2K
34.8K $3.34M
Jul 12, 2023 Q2 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
32
+ 5.15%
$10.4K - $12.7K
653 $62.8K
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
26
+ 1.91%
$8.47K - $10.3K
1.39K $133K
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
25
+ 4.05%
$8.14K - $9.89K
643 $61.9K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
24
New
$7.82K - $9.49K
24 $2.31K
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
21
+ 3.95%
$6.84K - $8.31K
553 $53.2K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
21
+ 3.2%
$6.84K - $8.31K
678 $65.2K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
20
+ 1.95%
$6.51K - $7.91K
1.05K $101K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
12
+ 1.98%
$3.91K - $4.75K
617 $59.4K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
7
+ 4.4%
$2.28K - $2.77K
166 $16K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
6
+ 0.11%
$1.95K - $2.37K
5.58K $537K
Jul 27, 2023 Q2 2023
Nikulski Financial, Inc.

BUY
 -
2
+ 0.09%
$651 - $791
2.21K $212K
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
2
+ 0.12%
$651 - $791
1.68K $162K
Aug 01, 2023 Q2 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
1
+ 0.03%
$326 - $396
3.52K $339K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 0.1%
$326 - $396
959 $92.3K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
1
+ 0.01%
$326 - $396
13.8K $1.33M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1
+ 0.09%
$326 - $396
1.11K $107K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

SELL
 -
-1
- 0.04%
$326 - $396
2.52K $243K

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