Purchases and Sales Made in Q3 2021 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
276KNew |
$18.4M - $19.8M
|
276K
$26.5M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.1KNew |
$1.75M - $1.88M
|
26.1K
$2.51M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.34M - $1.44M
|
20K
$1.92M
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
17.9K+ 2107.42% |
$1.2M - $1.29M
|
18.7K
$1.8M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 11.88% |
$1.15M - $1.24M
|
163K
$15.6M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.1K+ 47.76% |
$939K - $1.01M
|
43.5K
$4.18M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.3K+ 535.33% |
$890K - $957K
|
15.8K
$1.52M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3KNew |
$824K - $886K
|
12.3K
$1.19M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.51K+ 98.08% |
$636K - $684K
|
19.2K
$1.85M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.97K+ 10.02% |
$600K - $645K
|
98.5K
$9.48M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
5.96KNew |
$399K - $429K
|
5.96K
$574K
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.93K+ 3.32% |
$263K - $283K
|
122K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.73K+ 92.51% |
$183K - $196K
|
5.68K
$547K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.67KNew |
$178K - $192K
|
2.67K
$257K
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.18K+ 4.76% |
$146K - $157K
|
48K
$4.62M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.13K+ 40.63% |
$142K - $153K
|
7.36K
$708K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.9KNew |
$127K - $137K
|
1.9K
$183K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.77K+ 2.67% |
$119K - $127K
|
68.2K
$6.57M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.74KNew |
$116K - $125K
|
1.74K
$168K
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.52K+ 9.93% |
$101K - $109K
|
16.8K
$1.61M
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
1.4K+ 100.0% |
$93.6K - $101K
|
2.8K
$269K
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
1.39K+ 6.94% |
$93.2K - $100K
|
21.5K
$2.07M
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
1.19K+ 35.99% |
$79.5K - $85.4K
|
4.49K
$432K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
922+ 3.18% |
$61.6K - $66.3K
|
29.9K
$2.88M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
920+ 0.22% |
$61.5K - $66.1K
|
412K
$39.7M
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
881New |
$58.9K - $63.3K
|
881
$84.8K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
872+ 3.75% |
$58.3K - $62.7K
|
24.1K
$2.32M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
860+ 8.31% |
$57.5K - $61.8K
|
11.2K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
835+ 3.31% |
$55.8K - $60K
|
26.1K
$2.51M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
821+ 9.73% |
$54.9K - $59K
|
9.26K
$891K
|
|
Nov 10, 2021
Q3 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
783New |
$52.3K - $56.3K
|
783
$75.3K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
724+ 9.21% |
$48.4K - $52K
|
8.59K
$826K
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
594+ 100.0% |
$39.7K - $42.7K
|
1.19K
$114K
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
594New |
$39.7K - $42.7K
|
594
$57.2K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
586+ 6.95% |
$39.2K - $42.1K
|
9.01K
$867K
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
569+ 4.1% |
$38K - $40.9K
|
14.5K
$1.39M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
562+ 1.22% |
$37.6K - $40.4K
|
46.7K
$4.49M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
541New |
$36.2K - $38.9K
|
541
$52.1K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
538+ 1.47% |
$36K - $38.7K
|
37.2K
$3.58M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
522+ 2.82% |
$34.9K - $37.5K
|
19K
$1.83M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
493+ 13.45% |
$32.9K - $35.4K
|
4.16K
$400K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
489New |
$32.7K - $35.1K
|
489
$47.1K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
465+ 14.67% |
$31.1K - $33.4K
|
3.64K
$350K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
460New |
$30.7K - $33.1K
|
460
$44.3K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
374+ 39.16% |
$25K - $26.9K
|
1.33K
$128K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
372+ 14.49% |
$24.9K - $26.7K
|
2.94K
$283K
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
367+ 14.72% |
$24.5K - $26.4K
|
2.86K
$275K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
339+ 6.61% |
$22.7K - $24.4K
|
5.47K
$526K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
332+ 29.75% |
$22.2K - $23.9K
|
1.45K
$139K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
328+ 5.94% |
$21.9K - $23.6K
|
5.85K
$563K
|