Purchases and Sales Made in Q4 2022 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 2022. 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, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
376+ 2.85% |
$16.7K - $115K
|
13.6K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
330+ 5.89% |
$14.7K - $101K
|
5.93K
$571K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
313+ 2.37% |
$13.9K - $96K
|
13.5K
$1.3M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
264New |
$11.7K - $81K
|
264
$25.4K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
233+ 1.07% |
$10.3K - $71.5K
|
22.1K
$2.13M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
231+ 1.66% |
$10.3K - $70.9K
|
14.2K
$1.36M
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
225+ 11.36% |
$9.99K - $69K
|
2.21K
$212K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
207+ 3.74% |
$9.19K - $63.5K
|
5.74K
$553K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
201+ 68.37% |
$8.93K - $61.7K
|
495
$47.6K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
200+ 25.48% |
$8.88K - $61.4K
|
985
$94.8K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
165New |
$7.33K - $50.6K
|
165
$15.9K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
163New |
$7.24K - $50K
|
163
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
151New |
$6.71K - $46.3K
|
151
$14.5K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
150New |
$6.66K - $46K
|
150
$14.4K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
131New |
$5.82K - $40.2K
|
131
$12.6K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
127New |
$5.64K - $39K
|
127
$12.2K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
121+ 1.03% |
$5.37K - $37.1K
|
11.9K
$1.14M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100New |
$4.44K - $30.7K
|
100
$9.62K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$4.44K - $30.7K
|
100
$9.62K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87+ 120.83% |
$3.86K - $26.7K
|
159
$15.3K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
74New |
$3.29K - $22.7K
|
74
$7.12K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
60New |
$2.66K - $18.4K
|
60
$5.77K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
53New |
$2.35K - $16.3K
|
53
$5.1K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40New |
$1.78K - $12.3K
|
40
$3.85K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29New |
$1.29K - $8.9K
|
29
$2.79K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
29New |
$1.29K - $8.9K
|
29
$2.79K
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
25+ 2.17% |
$1.11K - $7.67K
|
1.18K
$113K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25New |
$1.11K - $7.67K
|
25
$2.41K
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.17% |
$755 - $5.22K
|
10.1K
$975K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 23.33% |
$311 - $2.15K
|
37
$3.56K
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
5+ 0.59% |
$222 - $1.53K
|
849
$81.7K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 10.81% |
$178 - $1.23K
|
41
$3.95K
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.19% |
$88.8 - $614
|
1.06K
$102K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.17% |
$88.8 - $614
|
1.18K
$113K
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.09% |
$44.4 - $307
|
1.09K
$105K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.3% |
$44.4 - $307
|
335
$32.2K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.44% |
$44.4 - $307
|
224
$21.6K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2- 2.44% |
$88.8 - $614
|
80
$7.7K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2- 0.22% |
$88.8 - $614
|
910
$87.6K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 1.33% |
$133 - $921
|
223
$21.5K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4- 12.5% |
$178 - $1.23K
|
28
$2.69K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7- 0.7% |
$311 - $2.15K
|
998
$96K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.64% |
$355 - $2.45K
|
1.25K
$120K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 7.09% |
$400 - $2.76K
|
118
$11.4K
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-17- 0.5% |
$755 - $5.22K
|
3.42K
$329K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21- 2.36% |
$933 - $6.44K
|
867
$83.4K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-22- 2.21% |
$977 - $6.75K
|
973
$93.6K
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-22- 0.73% |
$977 - $6.75K
|
2.99K
$288K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-24- 18.6% |
$1.07K - $7.36K
|
105
$10.1K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25- 47.17% |
$1.11K - $7.67K
|
28
$2.69K
|