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 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
26+ 0.27% |
$2.08K - $2.48K
|
9.79K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26+ 0.39% |
$2.08K - $2.48K
|
6.69K
$702K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23+ 0.73% |
$1.84K - $2.19K
|
3.16K
$332K
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
21+ 0.49% |
$1.68K - $2K
|
4.34K
$456K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18+ 0.48% |
$1.44K - $1.72K
|
3.73K
$392K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 40.0% |
$960 - $1.14K
|
42
$4.41K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9+ 0.12% |
$720 - $858
|
7.54K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6+ 0.05% |
$480 - $572
|
12.8K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$160 - $191
|
2.67K
$280K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$160 - $191
|
7.37K
$774K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.03% |
$160 - $191
|
5.76K
$605K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.03% |
$160 - $191
|
7.1K
$745K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$160 - $191
|
4.88K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$160 - $191
|
6.4K
$671K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$80 - $95.4
|
3.93K
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$80 - $95.4
|
2.81K
$295K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.03% |
$80 - $95.4
|
2.95K
$310K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$80 - $95.4
|
3.03K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.14% |
$80 - $95.4
|
741
$77.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$80 - $95.4
|
3.69K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$80 - $95.4
|
3.92K
$411K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-2- 0.05% |
$160 - $191
|
3.94K
$414K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6- 7.14% |
$480 - $572
|
78
$8.19K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9- 0.13% |
$720 - $858
|
6.84K
$718K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-17- 0.42% |
$1.36K - $1.62K
|
4.05K
$425K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-23- 0.04% |
$1.84K - $2.19K
|
63.9K
$6.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.1% |
$1.92K - $2.29K
|
24.3K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-29- 0.11% |
$2.32K - $2.77K
|
27.5K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-36- 0.06% |
$2.88K - $3.43K
|
59.9K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36- 0.16% |
$2.88K - $3.43K
|
22.9K
$2.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-41- 0.15% |
$3.28K - $3.91K
|
27.2K
$2.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-61- 1.13% |
$4.88K - $5.82K
|
5.32K
$559K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-67- 1.08% |
$5.36K - $6.39K
|
6.12K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-68- 0.38% |
$5.44K - $6.49K
|
17.7K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-71- 1.55% |
$5.68K - $6.77K
|
4.51K
$474K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-98- 1.99% |
$7.84K - $9.35K
|
4.82K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 1.61% |
$8K - $9.54K
|
6.13K
$643K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-115- 1.51% |
$9.2K - $11K
|
7.48K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-120- 2.12% |
$9.6K - $11.4K
|
5.54K
$582K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-120- 4.84% |
$9.6K - $11.4K
|
2.36K
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-132- 0.39% |
$10.6K - $12.6K
|
33.7K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-140- 25.93% |
$11.2K - $13.4K
|
400
$42K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-141- 2.19% |
$11.3K - $13.4K
|
6.31K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-141- 1.39% |
$11.3K - $13.4K
|
10K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 14.37% |
$12K - $14.3K
|
894
$93.9K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-150- 2.25% |
$12K - $14.3K
|
6.5K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-171- 91.44% |
$13.7K - $16.3K
|
16
$1.68K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-193- 2.6% |
$15.4K - $18.4K
|
7.22K
$758K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-210- 5.03% |
$16.8K - $20K
|
3.97K
$416K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-211- 1.4% |
$16.9K - $20.1K
|
14.9K
$1.56M
|