Purchases and Sales Made in Q3 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 2024. 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 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-349- 13.51% |
$29.3K - $34.4K
|
2.23K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-432- 12.74% |
$36.3K - $42.6K
|
2.96K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-486- 10.89% |
$40.8K - $47.9K
|
3.98K
$417K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-510- 9.95% |
$42.9K - $50.3K
|
4.61K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-516- 0.34% |
$43.4K - $50.9K
|
152K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-526- 0.8% |
$44.2K - $51.9K
|
65.4K
$6.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-550- 34.7% |
$46.2K - $54.2K
|
1.04K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-573- 2.3% |
$48.1K - $56.5K
|
24.3K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 3.21% |
$50.4K - $59.2K
|
18.1K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-750- 13.12% |
$63K - $74K
|
4.97K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-777- 7.68% |
$65.3K - $76.6K
|
9.34K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-778- 4.02% |
$65.4K - $76.7K
|
18.6K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-800- 2.0% |
$67.2K - $78.9K
|
39.2K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-845- 13.01% |
$71K - $83.3K
|
5.65K
$593K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-932- 4.1% |
$78.3K - $91.9K
|
21.8K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-962- 9.83% |
$80.8K - $94.9K
|
8.82K
$926K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1K- 6.22% |
$84K - $98.6K
|
15.1K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 6.0% |
$85.2K - $100K
|
15.9K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.1K- 6.52% |
$92.4K - $108K
|
15.8K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.15K- 61.5% |
$96.6K - $113K
|
720
$75.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.19K- 4.38% |
$100K - $117K
|
26K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.22K- 16.33% |
$103K - $121K
|
6.26K
$657K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.34K- 33.03% |
$112K - $132K
|
2.71K
$285K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.35K- 27.27% |
$113K - $133K
|
3.6K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 51.4% |
$115K - $134K
|
1.29K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.43K- 11.25% |
$120K - $141K
|
11.3K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 6.72% |
$126K - $148K
|
20.8K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 2.39% |
$128K - $151K
|
62.4K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.55K- 24.91% |
$130K - $153K
|
4.67K
$491K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.65K- 1.75% |
$138K - $162K
|
92.6K
$9.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.86K- 16.41% |
$156K - $183K
|
9.46K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.92K- 12.17% |
$161K - $189K
|
13.8K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.03K- 11.7% |
$170K - $200K
|
15.3K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.29K- 6.41% |
$192K - $226K
|
33.4K
$3.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.3K- 8.2% |
$194K - $227K
|
25.8K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.37K- 1.01% |
$199K - $234K
|
232K
$24.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.64K- 4.72% |
$222K - $260K
|
53.3K
$5.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.06K- 0.45% |
$257K - $301K
|
669K
$70.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.43K- 5.69% |
$288K - $338K
|
56.7K
$5.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4K- 1.53% |
$336K - $394K
|
257K
$27M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.03K- 65.96% |
$339K - $398K
|
2.08K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-4.12K- 1.33% |
$346K - $406K
|
305K
$32M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.54K- 4.23% |
$381K - $448K
|
103K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.7K- 10.97% |
$395K - $463K
|
38.1K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.81K- 3.84% |
$404K - $474K
|
120K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.1K- 87.63% |
$429K - $503K
|
720
$75.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.66K- 34.56% |
$476K - $558K
|
10.7K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.21K- 66.91% |
$522K - $612K
|
3.07K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.8K- 26.17% |
$655K - $769K
|
22K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 11.45% |
$840K - $986K
|
77.3K
$8.12M
|