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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 7.96% |
$179K - $204K
|
22K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-246- 9.07% |
$23.2K - $26.3K
|
2.47K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
226K+ 10.63% |
$21.3M - $24.2M
|
2.35M
$220M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.53K- 14.09% |
$144K - $164K
|
9.34K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.39K+ 500.0% |
$225K - $255K
|
2.86K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
155+ 0.68% |
$14.6K - $16.6K
|
23.1K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-692- 1.98% |
$65.2K - $74K
|
34.3K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.01K+ 43.51% |
$378K - $429K
|
13.2K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-927- 4.66% |
$87.3K - $99.1K
|
18.9K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.02% |
$94.2 - $107
|
6.54K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.5% |
$1.13K - $1.28K
|
2.4K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.45K+ 5.73% |
$231K - $262K
|
45.3K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.04KNew |
$193K - $219K
|
2.04K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.2KNew |
$113K - $128K
|
1.2K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41- 0.04% |
$3.86K - $4.38K
|
98.6K
$9.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-133- 0.86% |
$12.5K - $14.2K
|
15.3K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-35- 4.49% |
$3.3K - $3.74K
|
745
$69.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.96K+ 4.63% |
$279K - $316K
|
66.9K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
641New |
$60.4K - $68.6K
|
641
$60K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 39.17% |
$1.35M - $1.53M
|
51K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-89.4K- 9.03% |
$8.42M - $9.56M
|
900K
$84.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.6K- 1.47% |
$1.66M - $1.88M
|
1.18M
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
156+ 5.5% |
$14.7K - $16.7K
|
2.99K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
416+ 0.64% |
$39.2K - $44.5K
|
65.8K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.1KNew |
$1.04M - $1.19M
|
11.1K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-147- 20.42% |
$13.8K - $15.7K
|
573
$53.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
15K+ 39.44% |
$1.42M - $1.61M
|
53.1K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.55K- 1.35% |
$146K - $166K
|
114K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.9K+ 495.45% |
$1.03M - $1.17M
|
13.1K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 36.93% |
$1.92M - $2.18M
|
75.6K
$7.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
653+ 11.56% |
$61.5K - $69.8K
|
6.3K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-684- 0.29% |
$64.4K - $73.2K
|
232K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.6KNew |
$716K - $813K
|
7.6K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
301+ 3.33% |
$28.4K - $32.2K
|
9.35K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.12K+ 1.77% |
$293K - $333K
|
179K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
6.04KNew |
$569K - $646K
|
6.04K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-330- 0.43% |
$31.1K - $35.3K
|
77K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-135- 2.73% |
$12.7K - $14.4K
|
4.8K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.54K+ 4.48% |
$240K - $272K
|
59.3K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.97K+ 29.09% |
$374K - $425K
|
17.6K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 7.94% |
$1.01M - $1.15M
|
146K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-4.38K- 31.61% |
$412K - $468K
|
9.46K
$886K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-266K- 63.13% |
$25.1M - $28.5M
|
155K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
609+ 10.33% |
$57.4K - $65.1K
|
6.5K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
276+ 4.09% |
$26K - $29.5K
|
7.02K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
393+ 4.04% |
$37K - $42K
|
10.1K
$946K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.95K- 4.98% |
$184K - $209K
|
37.2K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
505New |
$47.6K - $54K
|
505
$47.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-119K- 6.05% |
$11.2M - $12.7M
|
1.85M
$173M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
96+ 1.09% |
$9.04K - $10.3K
|
8.92K
$835K
|