Latest Institutional Transactions on Ishares Expanded Tech Sector E (IGM)
This table provides information on the latest institutional transactions involving Ishares Expanded Tech Sector E (IGM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.77K+ 2.67% |
$119K - $127K
|
68.2K
$8.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-12Closed |
$802 - $862
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-788Closed |
$52.7K - $56.6K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.5KClosed |
$167K - $179K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
732New |
$48.9K - $52.6K
|
732
$93.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.1KClosed |
$73.2K - $78.8K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-121Closed |
$8.09K - $8.7K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-675Closed |
$45.1K - $48.5K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-222Closed |
$14.8K - $16K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-655Closed |
$43.8K - $47.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.3KClosed |
$614K - $699K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-10Closed |
$594 - $676
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-35Closed |
$2.08K - $2.37K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-376Closed |
$22.3K - $25.4K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-473Closed |
$28.1K - $32K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$11.9K - $13.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.46KClosed |
$538K - $598K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 38.46% |
$284 - $316
|
18
$2.3K
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-34Closed |
$1.93K - $2.15K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-78Closed |
$4.44K - $4.93K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.01KNew |
$57.2K - $63.6K
|
1.01K
$129K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-59Closed |
$3.36K - $3.73K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-44Closed |
$2.5K - $2.78K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
10New |
$569 - $632
|
10
$1.28K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-100Closed |
$5.69K - $6.32K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.33KClosed |
$75.5K - $83.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.88KNew |
$94K - $109K
|
1.88K
$240K
|
|
|
Feb 23, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.53KClosed |
$177K - $206K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-200Closed |
$10K - $11.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.5KClosed |
$627K - $730K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42New |
$1.98K - $2.37K
|
42
$5.37K
|
|
|
Nov 12, 2020
Q3 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.4KClosed |
$255K - $304K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-47Closed |
$2.22K - $2.65K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
255New |
$12K - $14.4K
|
255
$32.6K
|
|
|
Oct 30, 2020
Q3 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5KClosed |
$236K - $282K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-94- 3.88% |
$3.16K - $4.41K
|
2.33K
$297K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-40Closed |
$1.35K - $1.88K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
900New |
$30.3K - $42.2K
|
900
$115K
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.29KClosed |
$43.4K - $60.5K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.53KClosed |
$51.5K - $71.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-310Closed |
$9.76K - $14K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.49KClosed |
$46.8K - $67K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-65Closed |
$2.05K - $2.93K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.45KClosed |
$45.6K - $65.4K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
55New |
$1.73K - $2.48K
|
55
$7.03K
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-877Closed |
$27.6K - $39.5K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-974Closed |
$30.7K - $43.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-361KClosed |
$12.7M - $14.7M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-725Closed |
$25.5K - $29.5K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-193Closed |
$6.8K - $7.85K
|
0
$0
|
|