Purchases and Sales Made in Q2 2023 in Ishares Expanded Tech Sector E (IGM)
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
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
549New |
$179K - $217K
|
549
$57.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
547New |
$178K - $216K
|
547
$57.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
543New |
$177K - $215K
|
543
$57K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
535New |
$174K - $212K
|
535
$56.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
533New |
$174K - $211K
|
533
$56K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
531New |
$173K - $210K
|
531
$55.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
513New |
$167K - $203K
|
513
$53.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
438+ 73.0% |
$143K - $173K
|
1.04K
$109K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
270+ 1421.05% |
$87.9K - $107K
|
289
$30.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
223+ 66.37% |
$72.6K - $88.2K
|
559
$58.7K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
200+ 0.74% |
$65.1K - $79.1K
|
27.3K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
199New |
$64.8K - $78.7K
|
199
$20.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
187New |
$60.9K - $74K
|
187
$19.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
187New |
$60.9K - $74K
|
187
$19.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
171+ 6.11% |
$55.7K - $67.6K
|
2.97K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
171+ 0.09% |
$55.7K - $67.6K
|
199K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
150New |
$48.8K - $59.3K
|
150
$15.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140+ 14.85% |
$45.6K - $55.4K
|
1.08K
$114K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
123New |
$40.1K - $48.7K
|
123
$12.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
117+ 16.43% |
$38.1K - $46.3K
|
829
$87K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
95+ 8.76% |
$30.9K - $37.6K
|
1.18K
$124K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
91+ 1.01% |
$29.6K - $36K
|
9.06K
$952K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
56+ 7.9% |
$18.2K - $22.2K
|
765
$80.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
55New |
$17.9K - $21.8K
|
55
$5.78K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
51New |
$16.6K - $20.2K
|
51
$5.36K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
51+ 1.36% |
$16.6K - $20.2K
|
3.81K
$400K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50+ 4.87% |
$16.3K - $19.8K
|
1.08K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
48+ 4.08% |
$15.6K - $19K
|
1.23K
$129K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
48+ 0.4% |
$15.6K - $19K
|
12K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
42New |
$13.7K - $16.6K
|
42
$4.41K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
40+ 3.56% |
$13K - $15.8K
|
1.17K
$122K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36+ 0.1% |
$11.7K - $14.2K
|
34.8K
$3.65M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
32+ 5.15% |
$10.4K - $12.7K
|
653
$68.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
26+ 1.91% |
$8.47K - $10.3K
|
1.39K
$146K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
25+ 4.05% |
$8.14K - $9.89K
|
643
$67.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
24New |
$7.82K - $9.49K
|
24
$2.52K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21+ 3.95% |
$6.84K - $8.31K
|
553
$58.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21+ 3.2% |
$6.84K - $8.31K
|
678
$71.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 1.95% |
$6.51K - $7.91K
|
1.05K
$110K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 1.98% |
$3.91K - $4.75K
|
617
$64.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 4.4% |
$2.28K - $2.77K
|
166
$17.4K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.11% |
$1.95K - $2.37K
|
5.58K
$586K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2+ 0.09% |
$651 - $791
|
2.21K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.12% |
$651 - $791
|
1.68K
$177K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1+ 0.03% |
$326 - $396
|
3.52K
$370K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$326 - $396
|
959
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1+ 0.01% |
$326 - $396
|
13.8K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.09% |
$326 - $396
|
1.11K
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$326 - $396
|
2.52K
$265K
|