Purchases and Sales Made in Q2 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.8K+ 2.17% |
$304K - $362K
|
179K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.51KNew |
$280K - $334K
|
3.51K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.38KNew |
$271K - $323K
|
3.38K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.3KNew |
$264K - $315K
|
3.3K
$318K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.26KNew |
$261K - $311K
|
3.26K
$314K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.21KNew |
$257K - $306K
|
3.21K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.15KNew |
$252K - $300K
|
3.15K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.13K+ 9.34% |
$250K - $299K
|
36.6K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.08KNew |
$247K - $294K
|
3.08K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.03KNew |
$243K - $289K
|
3.03K
$292K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.99KNew |
$239K - $285K
|
2.99K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.94KNew |
$235K - $280K
|
2.94K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.81KNew |
$225K - $268K
|
2.81K
$271K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.65KNew |
$212K - $253K
|
2.65K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.65KNew |
$212K - $252K
|
2.65K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 33.76% |
$204K - $243K
|
10.1K
$973K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.48KNew |
$198K - $236K
|
2.48K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.43KNew |
$194K - $232K
|
2.43K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.4KNew |
$192K - $229K
|
2.4K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.33KNew |
$186K - $222K
|
2.33K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.33K+ 1.14% |
$186K - $222K
|
207K
$19.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$186K - $222K
|
2.33K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.28K+ 26.92% |
$183K - $218K
|
10.8K
$1.04M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.25K+ 2.07% |
$180K - $215K
|
111K
$10.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.25KNew |
$180K - $215K
|
2.25K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$173K - $206K
|
2.16K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.13KNew |
$170K - $203K
|
2.13K
$205K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.13KNew |
$170K - $203K
|
2.13K
$205K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.11K+ 2.78% |
$168K - $201K
|
77.9K
$7.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.08K+ 1.69% |
$166K - $198K
|
125K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.88K+ 20.88% |
$150K - $179K
|
10.9K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.88K+ 3.15% |
$150K - $179K
|
61.5K
$5.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.8K+ 99.56% |
$144K - $172K
|
3.62K
$348K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 209.45% |
$144K - $171K
|
2.65K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.72KNew |
$138K - $164K
|
1.72K
$166K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 28.28% |
$131K - $156K
|
7.42K
$714K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.61K+ 34.51% |
$129K - $153K
|
6.26K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
BUY
|
- |
1.43K+ 4.26% |
$114K - $136K
|
35K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.32K+ 110.43% |
$106K - $126K
|
2.52K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$101K - $120K
|
1.26K
$121K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.2K+ 23.94% |
$95.6K - $114K
|
6.19K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.17K+ 2.96% |
$93.5K - $111K
|
40.6K
$3.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.11K+ 9.3% |
$89.1K - $106K
|
13.1K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.11KNew |
$88.8K - $106K
|
1.11K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.11K+ 17.39% |
$88.4K - $105K
|
7.46K
$718K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08K+ 19.97% |
$86.5K - $103K
|
6.49K
$625K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.03KNew |
$82.2K - $98K
|
1.03K
$98.8K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.03K+ 4.34% |
$82.1K - $97.9K
|
24.7K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 29.41% |
$81.1K - $96.7K
|
4.46K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
737+ 20.96% |
$59K - $70.3K
|
4.25K
$409K
|