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 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
253+ 4.57% |
$23.8K - $27.1K
|
5.78K
$558K
|
|
|
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
$516K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
211+ 7.43% |
$19.9K - $22.6K
|
3.05K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
200+ 1.08% |
$18.8K - $21.4K
|
18.7K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200New |
$18.8K - $21.4K
|
200
$19.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
161+ 0.23% |
$15.2K - $17.2K
|
69K
$6.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
156+ 5.5% |
$14.7K - $16.7K
|
2.99K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
155+ 0.68% |
$14.6K - $16.6K
|
23.1K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
154New |
$14.5K - $16.5K
|
154
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
153+ 1.9% |
$14.4K - $16.4K
|
8.2K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
145+ 8.5% |
$13.7K - $15.5K
|
1.85K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
123+ 3.64% |
$11.6K - $13.2K
|
3.5K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
120New |
$11.3K - $12.8K
|
120
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 0.79% |
$9.89K - $11.2K
|
13.4K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$9.42K - $10.7K
|
100
$9.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
96+ 1.09% |
$9.04K - $10.3K
|
8.92K
$860K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
77+ 0.26% |
$7.25K - $8.24K
|
29.7K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
70New |
$6.59K - $7.49K
|
70
$6.75K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68+ 1.61% |
$6.4K - $7.27K
|
4.29K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
60+ 4.56% |
$5.65K - $6.42K
|
1.38K
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
41+ 1.7% |
$3.86K - $4.38K
|
2.46K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.09% |
$3.01K - $3.42K
|
37.3K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
30+ 0.09% |
$2.83K - $3.21K
|
34.4K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
28+ 0.78% |
$2.64K - $2.99K
|
3.62K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
24New |
$2.26K - $2.57K
|
24
$2.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 1.26% |
$1.41K - $1.6K
|
1.2K
$116K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.32% |
$848 - $963
|
2.83K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7+ 0.22% |
$659 - $749
|
3.16K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5+ 0.02% |
$471 - $535
|
22.2K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.06% |
$283 - $321
|
4.8K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$283 - $321
|
7.38K
$712K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.05% |
$283 - $321
|
5.77K
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$283 - $321
|
5.27K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$283 - $321
|
2.59K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.04% |
$283 - $321
|
7.1K
$685K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$188 - $214
|
3.93K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.02% |
$188 - $214
|
9.08K
$876K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$94.2 - $107
|
6.7K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.13% |
$94.2 - $107
|
742
$71.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.02% |
$94.2 - $107
|
6.54K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.16% |
$94.2 - $107
|
615
$59.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$94.2 - $107
|
21.8K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 7.69% |
$283 - $321
|
36
$3.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 0.91% |
$471 - $535
|
542
$52.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-7- -0.0% |
$659 - $749
|
152K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7- 0.09% |
$659 - $749
|
7.75K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-9- 0.18% |
$848 - $963
|
5.01K
$483K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-11- 0.28% |
$1.04K - $1.18K
|
3.92K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-12- 0.18% |
$1.13K - $1.28K
|
6.82K
$658K
|