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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-851- 81.2% |
$320K - $351K
|
197
$20.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-858- 2.03% |
$323K - $354K
|
41.3K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-969- 5.93% |
$364K - $400K
|
15.4K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.05K- 1.62% |
$396K - $435K
|
64.1K
$6.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.21K- 2.53% |
$455K - $499K
|
46.5K
$4.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.37K- 45.73% |
$513K - $564K
|
1.62K
$170K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.57K- 5.42% |
$591K - $649K
|
27.4K
$2.88M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.71K- 3.22% |
$642K - $705K
|
51.3K
$5.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.71K- 71.27% |
$643K - $706K
|
689
$72.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.75K- 12.69% |
$656K - $721K
|
12K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 58.97% |
$718K - $788K
|
1.33K
$139K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.16K- 1.64% |
$1.19M - $1.31M
|
189K
$19.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.34K- 7.72% |
$1.63M - $1.79M
|
51.8K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.17K- 7.91% |
$1.95M - $2.14M
|
60.3K
$6.33M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.53K- 20.21% |
$2.08M - $2.28M
|
21.8K
$2.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-5.59K- 15.29% |
$2.1M - $2.31M
|
31K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.1K- 81.03% |
$4.53M - $4.98M
|
2.82K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-15.9K- 11.07% |
$5.96M - $6.55M
|
127K
$13.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16K- 6.18% |
$6.02M - $6.61M
|
243K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.7K- 29.75% |
$8.18M - $8.98M
|
51.3K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.3K- 5.78% |
$8.76M - $9.62M
|
380K
$39.9M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-26.7K- 78.96% |
$10M - $11M
|
7.11K
$746K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-172K- 86.14% |
$64.5M - $70.9M
|
27.6K
$2.9M
|