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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.05% |
$977 - $1.19K
|
5.62K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6- 0.2% |
$1.95K - $2.37K
|
2.99K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 1.18% |
$2.28K - $2.77K
|
585
$56.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 10.0% |
$3.26K - $3.96K
|
90
$8.66K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-10- 16.67% |
$3.26K - $3.96K
|
50
$4.81K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-10- 1.1% |
$3.26K - $3.96K
|
895
$86.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-12- 0.88% |
$3.91K - $4.75K
|
1.36K
$130K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14- 48.28% |
$4.56K - $5.54K
|
15
$1.44K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-15- 0.83% |
$4.88K - $5.93K
|
1.79K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-16- 0.87% |
$5.21K - $6.33K
|
1.82K
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17- 1.41% |
$5.54K - $6.72K
|
1.19K
$114K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-18- 2.58% |
$5.86K - $7.12K
|
679
$65.3K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 11.26% |
$8.14K - $9.89K
|
197
$19K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26- 0.7% |
$8.47K - $10.3K
|
3.67K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-32- 2.52% |
$10.4K - $12.7K
|
1.24K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-40- 0.39% |
$13K - $15.8K
|
10.1K
$972K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 1.26% |
$13K - $15.8K
|
3.15K
$303K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-41- 17.45% |
$13.4K - $16.2K
|
194
$18.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 27.5% |
$14.3K - $17.4K
|
116
$11.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 27.5% |
$14.3K - $17.4K
|
116
$11.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-45- 7.59% |
$14.7K - $17.8K
|
548
$52.7K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47- 0.44% |
$15.3K - $18.6K
|
10.7K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 3.1% |
$16.3K - $19.8K
|
1.56K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-57- 8.84% |
$18.6K - $22.5K
|
588
$56.6K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-58- 6.83% |
$18.9K - $22.9K
|
791
$76.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-58- 8.48% |
$18.9K - $22.9K
|
626
$60.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.33% |
$20.8K - $25.3K
|
4.75K
$457K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-66- 13.04% |
$21.5K - $26.1K
|
440
$42.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-70- 4.13% |
$22.8K - $27.7K
|
1.63K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-87- 0.98% |
$28.3K - $34.4K
|
8.8K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-100- 2.69% |
$32.6K - $39.6K
|
3.62K
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-100- 5.71% |
$32.6K - $39.6K
|
1.65K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 4.76% |
$32.6K - $39.6K
|
2K
$193K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-102- 0.9% |
$33.2K - $40.3K
|
11.3K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-114- 1.64% |
$37.1K - $45.1K
|
6.84K
$658K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-132- 14.21% |
$43K - $52.2K
|
797
$76.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-139- 5.97% |
$45.3K - $55K
|
2.19K
$211K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-141- 0.99% |
$45.9K - $55.8K
|
14.1K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-144- 4.77% |
$46.9K - $57K
|
2.88K
$277K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-150- 13.04% |
$48.8K - $59.3K
|
1K
$96.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-152- 15.14% |
$49.5K - $60.1K
|
852
$82K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-160- 33.4% |
$52.1K - $63.3K
|
319
$30.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-173- 2.85% |
$56.3K - $68.4K
|
5.89K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-201- 1.21% |
$65.5K - $79.5K
|
16.4K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-209- 0.32% |
$68.1K - $82.7K
|
65.1K
$6.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-248- 0.6% |
$80.8K - $98.1K
|
41.3K
$3.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-265- 24.51% |
$86.3K - $105K
|
816
$78.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-296- 1.52% |
$96.4K - $117K
|
19.2K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-310- 4.48% |
$101K - $123K
|
6.6K
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-330- 16.56% |
$107K - $131K
|
1.66K
$160K
|