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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
632KNew |
$59.5M - $67.6M
|
632K
$61M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
370K+ 3895.57% |
$34.8M - $39.5M
|
379K
$36.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 29.59% |
$25M - $28.4M
|
1.16M
$112M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
252K+ 81664.08% |
$23.8M - $27M
|
253K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
226K+ 10.63% |
$21.3M - $24.2M
|
2.35M
$227M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
151KNew |
$14.2M - $16.2M
|
151K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
103K+ 3103.93% |
$9.67M - $11M
|
106K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
101K+ 4166.08% |
$9.51M - $10.8M
|
103K
$9.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
81K+ 1091.3% |
$7.63M - $8.66M
|
88.4K
$8.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.4K+ 2.48% |
$6.63M - $7.53M
|
2.91M
$281M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
55.7K+ 84.8% |
$5.25M - $5.96M
|
121K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49.8K+ 6.77% |
$4.69M - $5.32M
|
785K
$75.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
37K+ 7.09% |
$3.49M - $3.96M
|
559K
$53.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
33.9K+ 154.19% |
$3.2M - $3.63M
|
55.9K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.5K+ 3.85% |
$2.21M - $2.51M
|
633K
$61.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
23.3KNew |
$2.2M - $2.5M
|
23.3K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 36.93% |
$1.92M - $2.18M
|
75.6K
$7.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
18.6KNew |
$1.75M - $1.99M
|
18.6K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15.8K+ 559.32% |
$1.48M - $1.69M
|
18.6K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.7KNew |
$1.48M - $1.68M
|
15.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 3.69% |
$1.42M - $1.61M
|
424K
$40.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.1KNew |
$1.42M - $1.61M
|
15.1K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
15K+ 39.44% |
$1.42M - $1.61M
|
53.1K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 14.56% |
$1.41M - $1.6M
|
118K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 39.17% |
$1.35M - $1.53M
|
51K
$4.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1K+ 81.93% |
$1.23M - $1.4M
|
29K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 0.97% |
$1.1M - $1.25M
|
1.22M
$118M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11.7KNew |
$1.1M - $1.25M
|
11.7K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.1KNew |
$1.04M - $1.19M
|
11.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$1.04M - $1.18M
|
11K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.9K+ 495.45% |
$1.03M - $1.17M
|
13.1K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$1.02M - $1.16M
|
10.8K
$1.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
10.8KNew |
$1.01M - $1.15M
|
10.8K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 7.94% |
$1.01M - $1.15M
|
146K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10K+ 3.89% |
$942K - $1.07M
|
267K
$25.8M
|
|
|
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
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.05K+ 3.15% |
$852K - $968K
|
296K
$28.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.84K+ 73.28% |
$833K - $945K
|
20.9K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.62K+ 14.79% |
$812K - $922K
|
66.9K
$6.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8.36KNew |
$788K - $894K
|
8.36K
$807K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.73K+ 14.15% |
$728K - $827K
|
62.3K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.6KNew |
$716K - $813K
|
7.6K
$733K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.49K+ 3.05% |
$705K - $801K
|
253K
$24.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.83K+ 104.04% |
$643K - $730K
|
13.4K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.82K+ 42.93% |
$642K - $729K
|
22.7K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.78K+ 60.48% |
$638K - $725K
|
18K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.35K+ 56.33% |
$598K - $679K
|
17.6K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
6.04KNew |
$569K - $646K
|
6.04K
$582K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.03K+ 6.52% |
$568K - $645K
|
98.6K
$9.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
5.95KNew |
$561K - $637K
|
5.95K
$574K
|