Purchases and Sales Made in Q4 2023 in Ishares Expanded Tech Sector E (IGM)

IGM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 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
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
539
+ 0.27%
$197K - $243K
202K $21.2M
Feb 14, 2024 Q4 2023
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
532
New
$195K - $240K
532 $55.9K
Feb 02, 2024 Q4 2023
Bailard, Inc.

BUY
 -
524
+ 1.91%
$192K - $236K
28K $2.94M
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

BUY
 -
521
New
$191K - $235K
521 $54.7K
Apr 19, 2024 Q4 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
505
New
$185K - $228K
505 $53K
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
505
New
$185K - $228K
505 $53K
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
500
New
$183K - $225K
500 $52.5K
Feb 21, 2024 Q4 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
500
New
$183K - $225K
500 $52.5K
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
500
New
$183K - $225K
500 $52.5K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
497
New
$182K - $224K
497 $52.2K
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
491
New
$180K - $221K
491 $51.6K
Feb 06, 2024 Q4 2023
Everpar Advisors LLC

Tulsa, OK
BUY
 -
487
New
$178K - $220K
487 $51.1K
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
477
New
$175K - $215K
477 $50.1K
Jan 19, 2024 Q4 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
476
+ 19.48%
$174K - $215K
2.92K $307K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
476
+ 15.13%
$174K - $215K
3.62K $380K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
470
New
$172K - $212K
470 $49.4K
Feb 23, 2024 Q4 2023
Beacon Financial Group

BUY
 -
457
New
$167K - $206K
457 $48K
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
397
+ 8.88%
$145K - $179K
4.87K $511K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
388
+ 27.09%
$142K - $175K
1.82K $191K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
377
+ 16.84%
$138K - $170K
2.62K $275K
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
373
+ 0.85%
$136K - $168K
44.5K $4.67M
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
370
+ 19.68%
$135K - $167K
2.25K $236K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
343
+ 49.78%
$125K - $155K
1.03K $108K
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
330
+ 13.05%
$121K - $149K
2.86K $300K
Jan 16, 2024 Q4 2023
Ayalon Insurance Comp Ltd.

BUY
 -
310
+ 18.66%
$113K - $140K
1.97K $207K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
306
+ 26.11%
$112K - $138K
1.48K $155K
May 15, 2024 Q4 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
304
+ 25.76%
$111K - $137K
1.48K $156K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
303
New
$111K - $137K
303 $31.8K
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
263
+ 2.26%
$96.2K - $119K
11.9K $1.25M
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
258
+ 10.04%
$94.4K - $116K
2.83K $297K
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
250
+ 8.71%
$91.5K - $113K
3.12K $328K
Feb 21, 2024 Q4 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
235
New
$86K - $106K
235 $24.7K
Jan 16, 2024 Q4 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
229
+ 17.34%
$83.8K - $103K
1.55K $163K
Jan 10, 2024 Q4 2023
Kesler, Norman & Wride, LLC

BUY
 -
212
+ 14.95%
$77.6K - $95.6K
1.63K $171K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
207
+ 6.4%
$75.7K - $93.3K
3.44K $361K
Feb 13, 2024 Q4 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
200
+ 25.0%
$73.2K - $90.1K
1K $105K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
153
+ 5.03%
$56K - $69K
3.2K $336K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
146
+ 0.88%
$53.4K - $65.8K
16.7K $1.75M
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
145
New
$53K - $65.4K
145 $15.2K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
143
+ 16.63%
$52.3K - $64.5K
1K $105K
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
136
+ 0.21%
$49.8K - $61.3K
64.2K $6.74M
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
135
+ 5.47%
$49.4K - $60.8K
2.61K $274K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
118
+ 3.9%
$43.2K - $53.2K
3.15K $330K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
117
+ 20.89%
$42.8K - $52.7K
677 $71.1K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
109
+ 9.15%
$39.9K - $49.1K
1.3K $137K
Feb 14, 2024 Q4 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
100
+ 3.21%
$36.6K - $45.1K
3.22K $338K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
92
+ 15.7%
$33.7K - $41.5K
678 $71.2K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
92
New
$33.7K - $41.5K
92 $9.66K
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
90
New
$32.9K - $40.6K
90 $9.45K

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