Purchases and Sales Made in Q4 2021 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194KNew |
$12.9M - $14.6M
|
194K
$18.7M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
64.3KNew |
$4.26M - $4.83M
|
64.3K
$6.18M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5K+ 450.87% |
$1.62M - $1.84M
|
29.9K
$2.87M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.6K+ 6.73% |
$1.23M - $1.39M
|
294K
$28.3M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.2KNew |
$1.14M - $1.29M
|
17.2K
$1.65M
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15.1K+ 44.55% |
$998K - $1.13M
|
48.8K
$4.7M
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
9.31KNew |
$617K - $699K
|
9.31K
$896K
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8.15K+ 6.67% |
$540K - $612K
|
130K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
7.33K+ 9.04% |
$486K - $551K
|
88.4K
$8.51M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.97K+ 16.63% |
$330K - $373K
|
34.9K
$3.36M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.83K+ 18.5% |
$320K - $363K
|
31K
$2.98M
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
4.63KNew |
$307K - $348K
|
4.63K
$446K
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
4.41K+ 600.0% |
$292K - $331K
|
5.15K
$495K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.88K+ 7.09% |
$257K - $291K
|
58.6K
$5.64M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3.66KNew |
$243K - $275K
|
3.66K
$352K
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
2.54KNew |
$169K - $191K
|
2.54K
$245K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.25K+ 18.27% |
$149K - $169K
|
14.6K
$1.4M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.23KNew |
$148K - $167K
|
2.23K
$214K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.01K+ 23.44% |
$133K - $151K
|
10.6K
$1.02M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$133K - $150K
|
2K
$193K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.8KNew |
$119K - $135K
|
1.8K
$173K
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.61KNew |
$107K - $121K
|
1.61K
$155K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.58K+ 4.26% |
$105K - $119K
|
38.7K
$3.73M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.57KNew |
$104K - $118K
|
1.57K
$151K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.53K+ 36.67% |
$101K - $114K
|
5.68K
$547K
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
1.51KNew |
$100K - $114K
|
1.51K
$146K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.39KNew |
$91.9K - $104K
|
1.39K
$133K
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.37KNew |
$91K - $103K
|
1.37K
$132K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.23K+ 13.25% |
$81.3K - $92K
|
10.5K
$1.01M
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.22KNew |
$80.7K - $91.4K
|
1.22K
$117K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 14.11% |
$67.1K - $76K
|
8.18K
$787K
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
903New |
$59.9K - $67.8K
|
903
$86.9K
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
889New |
$58.9K - $66.7K
|
889
$85.5K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
872+ 1.87% |
$57.8K - $65.5K
|
47.5K
$4.57M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
823New |
$54.6K - $61.8K
|
823
$79.2K
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
808New |
$53.6K - $60.7K
|
808
$77.7K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
795+ 10.8% |
$52.7K - $59.7K
|
8.16K
$785K
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
755New |
$50K - $56.7K
|
755
$72.6K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
753+ 1.6% |
$49.9K - $56.5K
|
47.8K
$4.6M
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
701+ 4.18% |
$46.5K - $52.6K
|
17.5K
$1.68M
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
561+ 876.56% |
$37.2K - $42.1K
|
625
$60.1K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
552+ 2.9% |
$36.6K - $41.4K
|
19.6K
$1.89M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
549+ 0.87% |
$36.4K - $41.2K
|
63.6K
$6.12M
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
540New |
$35.8K - $40.5K
|
540
$52K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
528New |
$35K - $39.6K
|
528
$50.8K
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
527New |
$34.9K - $39.6K
|
527
$50.7K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
480New |
$31.8K - $36K
|
480
$46.2K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
477New |
$31.6K - $35.8K
|
477
$45.9K
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
477New |
$31.6K - $35.8K
|
477
$45.9K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
469+ 117.25% |
$31.1K - $35.2K
|
869
$83.6K
|