Purchases and Sales Made in Q3 2022 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 2022. 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 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
134+ 1.05% |
$6.17K - $7.86K
|
13K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
130New |
$5.99K - $7.63K
|
130
$13.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
127New |
$5.85K - $7.45K
|
127
$13.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
108+ 1.58% |
$4.98K - $6.34K
|
6.96K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
101+ 3.07% |
$4.65K - $5.92K
|
3.39K
$356K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100+ 11.34% |
$4.61K - $5.87K
|
982
$103K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
95+ 1.23% |
$4.38K - $5.57K
|
7.79K
$818K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
84+ 4.5% |
$3.87K - $4.93K
|
1.95K
$205K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
75+ 6.82% |
$3.46K - $4.4K
|
1.17K
$123K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
67+ 0.51% |
$3.09K - $3.93K
|
13.2K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
62+ 100.0% |
$2.86K - $3.64K
|
124
$13K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40+ 0.08% |
$1.84K - $2.35K
|
53.1K
$5.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
39New |
$1.8K - $2.29K
|
39
$4.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
37New |
$1.7K - $2.17K
|
37
$3.89K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 3.11% |
$1.47K - $1.88K
|
1.06K
$111K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
28New |
$1.29K - $1.64K
|
28
$2.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
25+ 0.25% |
$1.15K - $1.47K
|
9.96K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 2.17% |
$1.15K - $1.47K
|
1.18K
$123K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
24+ 0.62% |
$1.11K - $1.41K
|
3.89K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21+ 2.42% |
$967 - $1.23K
|
888
$93.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
19+ 1.11% |
$875 - $1.11K
|
1.74K
$182K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16+ 24.24% |
$737 - $939
|
82
$8.61K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 40.0% |
$645 - $821
|
49
$5.15K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13+ 0.94% |
$599 - $763
|
1.4K
$147K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
11+ 0.09% |
$507 - $645
|
12.4K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
BUY
|
- |
10+ 0.17% |
$461 - $587
|
5.77K
$606K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$276 - $352
|
1.12K
$117K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5+ 1.73% |
$230 - $293
|
294
$30.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3+ 0.13% |
$138 - $176
|
2.4K
$252K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.14% |
$92.1 - $117
|
1.42K
$149K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$46.1 - $58.7
|
1.07K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$184 - $235
|
12.1K
$1.27M
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.39% |
$230 - $293
|
1.28K
$134K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.43% |
$230 - $293
|
1.15K
$121K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-6- 0.3% |
$276 - $352
|
1.98K
$208K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 3.85% |
$415 - $528
|
225
$23.6K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11- 4.72% |
$507 - $645
|
222
$23.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12- 0.86% |
$553 - $704
|
1.39K
$146K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-19- 12.84% |
$875 - $1.11K
|
129
$13.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-20- 1.8% |
$921 - $1.17K
|
1.09K
$115K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.37% |
$967 - $1.23K
|
5.71K
$600K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-23- 6.42% |
$1.06K - $1.35K
|
335
$35.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-29- 39.73% |
$1.34K - $1.7K
|
44
$4.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-30- 0.47% |
$1.38K - $1.76K
|
6.39K
$671K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-35- 6.81% |
$1.61K - $2.05K
|
479
$50.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-42- 4.9% |
$1.93K - $2.46K
|
815
$85.6K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45- 0.99% |
$2.07K - $2.64K
|
4.52K
$475K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-49- 3.54% |
$2.26K - $2.87K
|
1.34K
$140K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-50- 3.5% |
$2.3K - $2.93K
|
1.38K
$145K
|