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 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
730+ 11.83% |
$58.4K - $69.6K
|
6.9K
$664K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
724+ 4.34% |
$57.9K - $69.1K
|
17.4K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
655New |
$52.4K - $62.5K
|
655
$63K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
654+ 2.19% |
$52.3K - $62.4K
|
30.5K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
630New |
$50.4K - $60.1K
|
630
$60.6K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
630New |
$50.4K - $60.1K
|
630
$60.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
611+ 4.01% |
$48.9K - $58.3K
|
15.9K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
578+ 3.54% |
$46.3K - $55.1K
|
16.9K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
577+ 6.38% |
$46.2K - $55K
|
9.62K
$925K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
570+ 9.62% |
$45.6K - $54.4K
|
6.49K
$625K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
528+ 8.52% |
$42.3K - $50.4K
|
6.73K
$647K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
510+ 11.05% |
$40.8K - $48.6K
|
5.12K
$493K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
470+ 16.08% |
$37.6K - $44.8K
|
3.39K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
450+ 10.71% |
$36K - $42.9K
|
4.65K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
446+ 46.17% |
$35.7K - $42.5K
|
1.41K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
425+ 195.85% |
$34K - $40.5K
|
642
$61.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
400+ 256.41% |
$32K - $38.2K
|
556
$53.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
388New |
$31K - $37K
|
388
$37.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
365+ 0.58% |
$29.2K - $34.8K
|
63K
$6.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
361+ 8.94% |
$28.9K - $34.4K
|
4.4K
$423K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
359+ 1.71% |
$28.7K - $34.2K
|
21.4K
$2.06M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
354New |
$28.3K - $33.8K
|
354
$34.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
340+ 3.36% |
$27.2K - $32.4K
|
10.4K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
321+ 1.75% |
$25.7K - $30.6K
|
18.7K
$1.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
250+ 2.73% |
$20K - $23.8K
|
9.39K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$20K - $23.8K
|
250
$24.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
240+ 10.53% |
$19.2K - $22.9K
|
2.52K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
222+ 5.09% |
$17.8K - $21.2K
|
4.58K
$441K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
215+ 3.11% |
$17.2K - $20.5K
|
7.13K
$686K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
210New |
$16.8K - $20K
|
210
$20.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
202+ 252.5% |
$16.2K - $19.3K
|
282
$27.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
194New |
$15.5K - $18.5K
|
194
$18.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
161+ 3.79% |
$12.9K - $15.4K
|
4.41K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
146+ 0.26% |
$11.7K - $13.9K
|
56.2K
$5.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
141+ 5.27% |
$11.3K - $13.4K
|
2.81K
$271K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
140+ 5.62% |
$11.2K - $13.4K
|
2.63K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
119+ 4.46% |
$9.52K - $11.4K
|
2.79K
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
114+ 4.68% |
$9.12K - $10.9K
|
2.55K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
85+ 0.21% |
$6.8K - $8.11K
|
41.3K
$3.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
84+ 1.04% |
$6.72K - $8.01K
|
8.19K
$788K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70New |
$5.6K - $6.68K
|
70
$6.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
70+ 0.15% |
$5.6K - $6.68K
|
47.7K
$4.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
66New |
$5.28K - $6.3K
|
66
$6.35K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
61+ 1.99% |
$4.88K - $5.82K
|
3.13K
$301K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 4.61% |
$4.8K - $5.72K
|
1.36K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
51+ 10.28% |
$4.08K - $4.86K
|
547
$52.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
50+ 1.02% |
$4K - $4.77K
|
4.98K
$479K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
44New |
$3.52K - $4.2K
|
44
$4.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.44% |
$2.64K - $3.15K
|
7.53K
$724K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
26+ 0.27% |
$2.08K - $2.48K
|
9.79K
$942K
|