Purchases and Sales Made in Q3 2023 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 2023. 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 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
149+ 0.41% |
$56K - $61.5K
|
36.8K
$3.54M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
144+ 11.18% |
$54.2K - $59.5K
|
1.43K
$138K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127+ 4.48% |
$47.8K - $52.4K
|
2.96K
$285K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
124New |
$46.6K - $51.2K
|
124
$11.9K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
117+ 22.03% |
$44K - $48.3K
|
648
$62.4K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
114+ 10.58% |
$42.9K - $47.1K
|
1.19K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89+ 8.22% |
$33.5K - $36.8K
|
1.17K
$113K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
81+ 1.32% |
$30.5K - $33.5K
|
6.2K
$596K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
77+ 1.73% |
$29K - $31.8K
|
4.52K
$435K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
67New |
$25.2K - $27.7K
|
67
$6.45K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
65+ 0.54% |
$24.4K - $26.8K
|
12K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65+ 5.31% |
$24.4K - $26.8K
|
1.29K
$124K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
50+ 5.87% |
$18.8K - $20.6K
|
902
$86.8K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49+ 2.24% |
$18.4K - $20.2K
|
2.24K
$215K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 2.42% |
$9.4K - $10.3K
|
1.06K
$102K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
20New |
$7.52K - $8.26K
|
20
$1.92K
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
17+ 2.05% |
$6.39K - $7.02K
|
846
$81.4K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15+ 2.33% |
$5.64K - $6.19K
|
660
$63.5K
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14+ 2.15% |
$5.27K - $5.78K
|
664
$63.9K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14New |
$5.27K - $5.78K
|
14
$1.35K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
10+ 1.78% |
$3.76K - $4.13K
|
571
$54.9K
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
9+ 0.1% |
$3.38K - $3.72K
|
9.07K
$873K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 9.33% |
$2.63K - $2.89K
|
82
$7.89K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 3.21% |
$2.26K - $2.48K
|
193
$18.6K
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
BUY
|
- |
5+ 0.09% |
$1.88K - $2.06K
|
5.83K
$560K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$1.88K - $2.06K
|
5
$481
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 4.31% |
$1.88K - $2.06K
|
121
$11.6K
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.53% |
$1.5K - $1.65K
|
758
$72.9K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2+ 0.12% |
$752 - $826
|
1.64K
$157K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$376 - $413
|
749
$72.1K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 12.5% |
$376 - $413
|
7
$674
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 1.2% |
$376 - $413
|
82
$7.89K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2- 0.36% |
$752 - $826
|
547
$52.6K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.55% |
$752 - $826
|
127
$12.2K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2- 0.25% |
$752 - $826
|
814
$78.3K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3- 0.57% |
$1.13K - $1.24K
|
520
$50K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4- 0.59% |
$1.5K - $1.65K
|
675
$64.9K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5- 0.94% |
$1.88K - $2.06K
|
528
$50.8K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 2.24% |
$1.88K - $2.06K
|
218
$21K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 6.31% |
$2.63K - $2.89K
|
104
$10K
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-8- 0.73% |
$3.01K - $3.3K
|
1.08K
$104K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-8- 44.44% |
$3.01K - $3.3K
|
10
$962
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-10- 0.15% |
$3.76K - $4.13K
|
6.83K
$657K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20- 0.3% |
$7.52K - $8.26K
|
6.54K
$630K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-21- 0.73% |
$7.9K - $8.67K
|
2.86K
$275K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21- 3.8% |
$7.9K - $8.67K
|
532
$51.2K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-24- 0.63% |
$9.03K - $9.91K
|
3.79K
$365K
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.61% |
$10.9K - $12K
|
4.73K
$455K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29- 4.7% |
$10.9K - $12K
|
588
$56.6K
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-31- 0.32% |
$11.7K - $12.8K
|
9.54K
$918K
|