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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48- 11.94% |
$4.52K - $5.13K
|
354
$32.1K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.54% |
$9.42K - $10.7K
|
6.4K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.9K- 24.1% |
$461K - $524K
|
15.4K
$1.4M
|
|
|
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
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 10.92% |
$144K - $164K
|
15.6K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
956+ 1.54% |
$90K - $102K
|
63K
$5.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 55.62% |
$185K - $210K
|
5.51K
$500K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$283 - $321
|
2.59K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
18.6KNew |
$1.75M - $1.99M
|
18.6K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
60+ 4.56% |
$5.65K - $6.42K
|
1.38K
$125K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
252K+ 81664.08% |
$23.8M - $27M
|
253K
$22.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
301+ 6.32% |
$28.4K - $32.2K
|
5.07K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 18.8% |
$2.07K - $2.35K
|
95
$8.63K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-720- 10.26% |
$67.8K - $77K
|
6.3K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.58K+ 16.72% |
$149K - $169K
|
11K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.58KNew |
$243K - $275K
|
2.58K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-54- 1.46% |
$5.09K - $5.78K
|
3.65K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
70New |
$6.59K - $7.49K
|
70
$6.36K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-210- 6.54% |
$19.8K - $22.5K
|
3K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-192- 3.96% |
$18.1K - $20.5K
|
4.66K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.95K- 3.47% |
$183K - $208K
|
54.1K
$4.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-949- 5.87% |
$89.4K - $101K
|
15.2K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-22- 0.5% |
$2.07K - $2.35K
|
4.39K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 1.26% |
$1.41K - $1.6K
|
1.2K
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
101K+ 4166.08% |
$9.51M - $10.8M
|
103K
$9.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-951- 3.91% |
$89.6K - $102K
|
23.4K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.05% |
$283 - $321
|
5.77K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.66K- 14.06% |
$344K - $391K
|
22.3K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5.42K- 1.78% |
$510K - $579K
|
299K
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.66K+ 7.24% |
$156K - $177K
|
24.5K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-44- 1.49% |
$4.14K - $4.71K
|
2.91K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.49K+ 3.05% |
$705K - $801K
|
253K
$23M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-96- 4.07% |
$9.04K - $10.3K
|
2.26K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8.36KNew |
$788K - $894K
|
8.36K
$759K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
292+ 2.86% |
$27.5K - $31.2K
|
10.5K
$955K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10K+ 3.89% |
$942K - $1.07M
|
267K
$24.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-50- 2.29% |
$4.71K - $5.35K
|
2.13K
$194K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-19- 0.27% |
$1.79K - $2.03K
|
6.9K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
354New |
$33.3K - $37.9K
|
354
$32.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
355+ 2.98% |
$33.4K - $38K
|
12.3K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.32% |
$848 - $963
|
2.83K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.27KNew |
$402K - $457K
|
4.27K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7+ 0.22% |
$659 - $749
|
3.16K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
685+ 31.77% |
$64.5K - $73.3K
|
2.84K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-103- 4.68% |
$9.7K - $11K
|
2.1K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
816New |
$76.9K - $87.3K
|
816
$74.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
28+ 0.78% |
$2.64K - $2.99K
|
3.62K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-68- 0.73% |
$6.4K - $7.27K
|
9.27K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.62K+ 28.93% |
$153K - $173K
|
7.22K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.32% |
$1.32K - $1.5K
|
4.3K
$390K
|