Purchases and Sales Made in Q4 2024 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
370K+ 3895.57% |
$34.8M - $39.5M
|
379K
$39.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
252K+ 81664.08% |
$23.8M - $27M
|
253K
$26.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
101K+ 4166.08% |
$9.51M - $10.8M
|
103K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
18.6KNew |
$1.75M - $1.99M
|
18.6K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15.8K+ 559.32% |
$1.48M - $1.69M
|
18.6K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.1KNew |
$1.42M - $1.61M
|
15.1K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
10.8KNew |
$1.01M - $1.15M
|
10.8K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10K+ 3.89% |
$942K - $1.07M
|
267K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.27K+ 229.7% |
$873K - $992K
|
13.3K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8.36KNew |
$788K - $894K
|
8.36K
$878K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.73K+ 14.15% |
$728K - $827K
|
62.3K
$6.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.49K+ 3.05% |
$705K - $801K
|
253K
$26.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.03K+ 6.52% |
$568K - $645K
|
98.6K
$10.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
5.95KNew |
$561K - $637K
|
5.95K
$625K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.27KNew |
$402K - $457K
|
4.27K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.51K+ 2.69% |
$330K - $375K
|
134K
$14M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$305K - $346K
|
3.24K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 68.32% |
$260K - $295K
|
6.8K
$714K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.58KNew |
$243K - $275K
|
2.58K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.25KNew |
$212K - $241K
|
2.25K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.23KNew |
$210K - $239K
|
2.23K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$194K - $221K
|
2.06K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.04KNew |
$192K - $218K
|
2.04K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2KNew |
$188K - $214K
|
2K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98K+ 49.85% |
$187K - $212K
|
5.96K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.98K+ 12.93% |
$187K - $212K
|
17.3K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.98KNew |
$186K - $211K
|
1.98K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 55.62% |
$185K - $210K
|
5.51K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.66K+ 7.24% |
$156K - $177K
|
24.5K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.62K+ 28.93% |
$153K - $173K
|
7.22K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.58K+ 16.72% |
$149K - $169K
|
11K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 10.92% |
$144K - $164K
|
15.6K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.32K+ 14.03% |
$124K - $141K
|
10.7K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 6.82% |
$117K - $133K
|
19.4K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
956+ 1.54% |
$90K - $102K
|
63K
$6.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
930New |
$87.6K - $99.5K
|
930
$97.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
816New |
$76.9K - $87.3K
|
816
$85.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
685+ 31.77% |
$64.5K - $73.3K
|
2.84K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
626+ 8.8% |
$59K - $67K
|
7.74K
$812K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
579+ 9.64% |
$54.5K - $61.9K
|
6.58K
$691K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
478+ 796.67% |
$45K - $51.1K
|
538
$56.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
454+ 14.79% |
$42.8K - $48.6K
|
3.52K
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 8.59% |
$42.6K - $48.3K
|
5.71K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
420+ 6.8% |
$39.6K - $44.9K
|
6.6K
$693K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
355+ 2.98% |
$33.4K - $38K
|
12.3K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
354New |
$33.3K - $37.9K
|
354
$37.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
301+ 6.32% |
$28.4K - $32.2K
|
5.07K
$532K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
292+ 2.86% |
$27.5K - $31.2K
|
10.5K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
266+ 5.28% |
$25.1K - $28.4K
|
5.3K
$557K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
251+ 4.92% |
$23.6K - $26.8K
|
5.35K
$562K
|