Purchases and Sales Made in Q4 2023 in Ishares Expanded Tech Sector E (IGM)
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 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.8K- 27.98% |
$1.02M - $1.26M
|
7.19K
$755K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.4K- 6.58% |
$1.24M - $1.53M
|
48.3K
$5.07M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-3.6K- 83.25% |
$1.32M - $1.62M
|
724
$76K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.88K- 95.28% |
$1.42M - $1.75M
|
192
$20.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-4.16K- 3.26% |
$1.52M - $1.87M
|
123K
$12.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.43K- 2.34% |
$1.62M - $2M
|
185K
$19.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-4.69K- 15.15% |
$1.72M - $2.11M
|
26.3K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5K- 1.32% |
$1.83M - $2.25M
|
375K
$39.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.12K- 24.72% |
$2.24M - $2.76M
|
18.6K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.4K- 47.35% |
$3.82M - $4.7M
|
11.6K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 33.32% |
$4.32M - $5.32M
|
23.6K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.2K- 36.08% |
$6.65M - $8.2M
|
32.2K
$3.38M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-27.9K- 82.47% |
$10.2M - $12.6M
|
5.92K
$622K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-246K- 99.78% |
$89.8M - $111M
|
549
$57.6K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-629K- 85.5% |
$230M - $283M
|
107K
$11.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.69M- 85.9% |
$618M - $761M
|
277K
$29.1M
|