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 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-4Closed |
$265 - $300
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4- 0.67% |
$265 - $300
|
590
$56.8K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$265 - $300
|
3.93K
$378K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4Closed |
$265 - $300
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-5- 0.78% |
$331 - $375
|
632
$60.8K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-7- 0.51% |
$464 - $526
|
1.37K
$132K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-8- 0.39% |
$530 - $601
|
2.02K
$194K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10- 0.9% |
$663 - $751
|
1.1K
$106K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10- 0.21% |
$663 - $751
|
4.82K
$464K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 76.92% |
$663 - $751
|
3
$289
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-12- 0.01% |
$795 - $901
|
165K
$15.9M
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-12- 5.53% |
$795 - $901
|
205
$19.7K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17- 1.78% |
$1.13K - $1.28K
|
937
$90.2K
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 1.25% |
$1.33K - $1.5K
|
1.58K
$152K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-20- 1.35% |
$1.33K - $1.5K
|
1.46K
$140K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-22Closed |
$1.46K - $1.65K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-24- 0.2% |
$1.59K - $1.8K
|
11.7K
$1.13M
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-32Closed |
$2.12K - $2.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-33Closed |
$2.19K - $2.48K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 14.47% |
$2.25K - $2.55K
|
201
$19.3K
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-37- 0.4% |
$2.45K - $2.78K
|
9.12K
$877K
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-40- 0.12% |
$2.65K - $3K
|
33.6K
$3.24M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-48- 3.38% |
$3.18K - $3.6K
|
1.37K
$132K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-50- 6.68% |
$3.31K - $3.75K
|
699
$67.3K
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-50- 0.72% |
$3.31K - $3.75K
|
6.85K
$659K
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-53- 4.56% |
$3.51K - $3.98K
|
1.11K
$107K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54- 9.98% |
$3.58K - $4.05K
|
487
$46.9K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-69- 1.9% |
$4.57K - $5.18K
|
3.57K
$343K
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 11.25% |
$4.64K - $5.26K
|
552
$53.1K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-75Closed |
$4.97K - $5.63K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-85- 12.5% |
$5.63K - $6.38K
|
595
$57.3K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-88- 2.59% |
$5.83K - $6.61K
|
3.31K
$318K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-90Closed |
$5.97K - $6.76K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94- 4.53% |
$6.23K - $7.06K
|
1.98K
$191K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-100Closed |
$6.63K - $7.51K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-100- 12.77% |
$6.63K - $7.51K
|
683
$65.7K
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-122- 1.26% |
$8.09K - $9.16K
|
9.56K
$919K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-126- 7.51% |
$8.35K - $9.46K
|
1.55K
$149K
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-130- 17.93% |
$8.62K - $9.76K
|
595
$57.3K
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
SELL
|
- |
-170- 2.83% |
$11.3K - $12.8K
|
5.84K
$561K
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-172- 9.5% |
$11.4K - $12.9K
|
1.64K
$158K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-190- 8.76% |
$12.6K - $14.3K
|
1.98K
$190K
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-194- 1.86% |
$12.9K - $14.6K
|
10.2K
$985K
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-195- 19.96% |
$12.9K - $14.6K
|
782
$75.2K
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-196- 21.37% |
$13K - $14.7K
|
721
$69.4K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-202- 13.34% |
$13.4K - $15.2K
|
1.31K
$126K
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-211- 0.98% |
$14K - $15.8K
|
21.3K
$2.05M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-215- 1.07% |
$14.3K - $16.1K
|
19.9K
$1.92M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-279- 3.72% |
$18.5K - $20.9K
|
7.22K
$695K
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-280- 20.14% |
$18.6K - $21K
|
1.11K
$107K
|