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 |
---|---|---|---|---|---|---|---|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-22- 50.0% |
$1.47K - $1.58K
|
22
$2.12K
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-25- 2.4% |
$1.67K - $1.8K
|
1.02K
$97.7K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25- 2.15% |
$1.67K - $1.8K
|
1.14K
$109K
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-25- 0.07% |
$1.67K - $1.8K
|
33.7K
$3.24M
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
SELL
|
- |
-27Closed |
$1.8K - $1.94K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-28Closed |
$1.87K - $2.01K
|
0
$0
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-30- 12.15% |
$2K - $2.16K
|
217
$20.9K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-36- 2.32% |
$2.41K - $2.59K
|
1.51K
$146K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-39- 4.95% |
$2.61K - $2.8K
|
749
$72.1K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 4.68% |
$3.01K - $3.23K
|
917
$88.2K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-49- 0.35% |
$3.27K - $3.52K
|
13.8K
$1.32M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-50- 1.29% |
$3.34K - $3.59K
|
3.82K
$367K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60- 1.23% |
$4.01K - $4.31K
|
4.83K
$465K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-60- 0.92% |
$4.01K - $4.31K
|
6.44K
$620K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-65- 5.55% |
$4.34K - $4.67K
|
1.11K
$106K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-72- 0.22% |
$4.81K - $5.17K
|
32.1K
$3.09M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-74- 12.21% |
$4.95K - $5.32K
|
532
$51.2K
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-75- 0.16% |
$5.01K - $5.39K
|
46.5K
$4.47M
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-80- 6.21% |
$5.35K - $5.75K
|
1.21K
$116K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-94- 1.49% |
$6.28K - $6.75K
|
6.2K
$596K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-112Closed |
$7.48K - $8.05K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-112- 1.81% |
$7.48K - $8.05K
|
6.07K
$584K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-120- 14.49% |
$8.02K - $8.62K
|
708
$68.1K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-121Closed |
$8.09K - $8.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-130- 46.1% |
$8.69K - $9.34K
|
152
$14.6K
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-148- 9.2% |
$9.89K - $10.6K
|
1.46K
$141K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-198- 8.08% |
$13.2K - $14.2K
|
2.25K
$217K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-222Closed |
$14.8K - $16K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-351- 14.02% |
$23.5K - $25.2K
|
2.15K
$207K
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-359- 23.42% |
$24K - $25.8K
|
1.17K
$113K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-372- 3.2% |
$24.9K - $26.7K
|
11.2K
$1.08M
|
|
Nov 05, 2021
Q3 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-378- 37.76% |
$25.3K - $27.2K
|
623
$59.9K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-395- 21.96% |
$26.4K - $28.4K
|
1.4K
$135K
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-422- 3.89% |
$28.2K - $30.3K
|
10.4K
$1M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-515- 1.08% |
$34.4K - $37K
|
47K
$4.53M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-527Closed |
$35.2K - $37.9K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-636- 1.0% |
$42.5K - $45.7K
|
63.1K
$6.07M
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-655Closed |
$43.8K - $47.1K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-675Closed |
$45.1K - $48.5K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-763Closed |
$51K - $54.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-768Closed |
$51.3K - $55.2K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-788Closed |
$52.7K - $56.6K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-796- 43.93% |
$53.2K - $57.2K
|
1.02K
$97.8K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-846- 3.14% |
$56.5K - $60.8K
|
26.1K
$2.51M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.02K- 1.84% |
$68.4K - $73.5K
|
54.7K
$5.26M
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.1KClosed |
$73.2K - $78.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.19K- 8.39% |
$79.4K - $85.4K
|
13K
$1.25M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-1.33K- 4.73% |
$88.9K - $95.6K
|
26.8K
$2.58M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.5K- 44.12% |
$100K - $108K
|
1.9K
$183K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 18.46% |
$108K - $117K
|
7.17K
$690K
|