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 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
301+ 17.44% |
$20.1K - $21.6K
|
2.03K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
278+ 14.04% |
$18.6K - $20K
|
2.26K
$217K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
239+ 85.97% |
$16K - $17.2K
|
517
$49.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
227+ 14.93% |
$15.2K - $16.3K
|
1.75K
$168K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
210New |
$14K - $15.1K
|
210
$20.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
179+ 9.44% |
$12K - $12.9K
|
2.08K
$200K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
149+ 21.41% |
$9.96K - $10.7K
|
845
$81.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
143+ 3.77% |
$9.56K - $10.3K
|
3.94K
$379K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
118+ 1.46% |
$7.89K - $8.48K
|
8.18K
$787K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
107+ 10.02% |
$7.15K - $7.69K
|
1.18K
$113K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
104+ 7.56% |
$6.95K - $7.47K
|
1.48K
$142K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$6.68K - $7.19K
|
100
$9.62K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
89New |
$5.95K - $6.4K
|
89
$8.56K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
77+ 0.81% |
$5.15K - $5.53K
|
9.61K
$925K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
70+ 0.86% |
$4.68K - $5.03K
|
8.2K
$789K
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
70+ 0.73% |
$4.68K - $5.03K
|
9.68K
$931K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
68+ 3.7% |
$4.54K - $4.89K
|
1.9K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
67+ 0.33% |
$4.48K - $4.81K
|
20.1K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
64New |
$4.28K - $4.6K
|
64
$6.16K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
62+ 0.6% |
$4.14K - $4.46K
|
10.4K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
48+ 5.17% |
$3.21K - $3.45K
|
977
$94K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
35+ 4.56% |
$2.34K - $2.52K
|
802
$77.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32+ 3.47% |
$2.14K - $2.3K
|
954
$91.8K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
32New |
$2.14K - $2.3K
|
32
$3.08K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
25+ 1.85% |
$1.67K - $1.8K
|
1.38K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
25+ 1.59% |
$1.67K - $1.8K
|
1.6K
$154K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22+ 0.29% |
$1.47K - $1.58K
|
7.5K
$722K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18+ 2.56% |
$1.2K - $1.29K
|
720
$69.3K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17+ 0.11% |
$1.14K - $1.22K
|
16.1K
$1.54M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15+ 3.02% |
$1K - $1.08K
|
511
$49.2K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.7% |
$1K - $1.08K
|
2.17K
$209K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12+ 0.13% |
$802 - $862
|
9.15K
$881K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4New |
$267 - $287
|
4
$385
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
2+ 50.0% |
$134 - $144
|
6
$577
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.07% |
$134 - $144
|
2.88K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.09% |
$66.8 - $71.9
|
1.09K
$105K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$66.8 - $71.9
|
614
$59.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$66.8 - $71.9
|
1.1K
$105K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.09% |
$200 - $216
|
3.39K
$327K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.38% |
$200 - $216
|
784
$75.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8- 0.68% |
$535 - $575
|
1.16K
$112K
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
SELL
|
- |
-10- 0.85% |
$668 - $719
|
1.17K
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-12Closed |
$802 - $862
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13- 0.91% |
$869 - $934
|
1.42K
$137K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-15- 2.3% |
$1K - $1.08K
|
637
$61.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15- 33.33% |
$1K - $1.08K
|
30
$2.89K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-17- 1.06% |
$1.14K - $1.22K
|
1.59K
$153K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17- 0.1% |
$1.14K - $1.22K
|
16.8K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-18- 0.26% |
$1.2K - $1.29K
|
6.97K
$670K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-21- 1.56% |
$1.4K - $1.51K
|
1.33K
$128K
|