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 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-531- 1.59% |
$50K - $56.8K
|
32.8K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-684- 0.29% |
$64.4K - $73.2K
|
232K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-692- 1.98% |
$65.2K - $74K
|
34.3K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-720- 10.26% |
$67.8K - $77K
|
6.3K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-927- 4.66% |
$87.3K - $99.1K
|
18.9K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-949- 5.87% |
$89.4K - $101K
|
15.2K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-951- 3.91% |
$89.6K - $102K
|
23.4K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-980- 1.64% |
$92.3K - $105K
|
58.7K
$5.67M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-984- 2.66% |
$92.7K - $105K
|
36K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-985- 3.07% |
$92.8K - $105K
|
31.1K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-989- 53.87% |
$93.2K - $106K
|
847
$81.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.53K- 14.09% |
$144K - $164K
|
9.34K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.55K- 1.35% |
$146K - $166K
|
114K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 7.96% |
$179K - $204K
|
22K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.95K- 3.47% |
$183K - $208K
|
54.1K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.95K- 4.98% |
$184K - $209K
|
37.2K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.96K- 7.59% |
$184K - $209K
|
23.8K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 2.64% |
$231K - $262K
|
90.1K
$8.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.6K- 42.98% |
$245K - $278K
|
3.45K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.67K- 5.01% |
$252K - $286K
|
50.7K
$4.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.05K- 1.47% |
$288K - $327K
|
205K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.66K- 14.06% |
$344K - $391K
|
22.3K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-4.38K- 31.61% |
$412K - $468K
|
9.46K
$913K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.9K- 24.1% |
$461K - $524K
|
15.4K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5.42K- 1.78% |
$510K - $579K
|
299K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-6.9K- 32.66% |
$650K - $738K
|
14.2K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.29K- 6.06% |
$687K - $780K
|
113K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.03K- 67.81% |
$850K - $965K
|
4.29K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.76K- 33.98% |
$919K - $1.04M
|
19K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-10.5K- 6.41% |
$986K - $1.12M
|
153K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 45.72% |
$1.04M - $1.19M
|
13.2K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.3K- 7.82% |
$1.35M - $1.53M
|
169K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.6K- 1.47% |
$1.66M - $1.88M
|
1.18M
$114M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.6K- 11.9% |
$2.22M - $2.52M
|
174K
$16.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-27.8K- 4.16% |
$2.62M - $2.98M
|
642K
$61.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.6K- 17.71% |
$2.79M - $3.17M
|
138K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-36.2K- 49.22% |
$3.41M - $3.87M
|
37.4K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.9K- 10.26% |
$4.32M - $4.91M
|
401K
$38.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-89.4K- 9.03% |
$8.42M - $9.56M
|
900K
$86.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-119K- 6.05% |
$11.2M - $12.7M
|
1.85M
$178M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-154K- 36.24% |
$14.5M - $16.5M
|
271K
$26.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-266K- 63.13% |
$25.1M - $28.5M
|
155K
$15M
|