Latest Institutional Purchases of Ishares Expanded Tech Sector E (IGM)
This list provides information on the latest institutional transactions involving Ishares Expanded Tech Sector E (IGM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2KNew |
$188K - $214K
|
2K
$170K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98K+ 49.85% |
$187K - $212K
|
5.96K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.98K+ 12.93% |
$187K - $212K
|
17.3K
$1.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.98KNew |
$186K - $212K
|
1.98K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.98KNew |
$186K - $211K
|
1.98K
$168K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 55.62% |
$185K - $210K
|
5.51K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.97KNew |
$185K - $210K
|
1.97K
$167K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.7K+ 27.16% |
$160K - $182K
|
7.96K
$677K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.69K+ 10.7% |
$159K - $181K
|
17.5K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.66K+ 7.24% |
$156K - $177K
|
24.5K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.62K+ 28.93% |
$153K - $173K
|
7.22K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.58K+ 16.72% |
$149K - $169K
|
11K
$939K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.54K+ 101.92% |
$145K - $165K
|
3.05K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 10.92% |
$144K - $164K
|
15.6K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 12.89% |
$130K - $148K
|
12.1K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 28.9% |
$127K - $144K
|
6.02K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 6.82% |
$117K - $133K
|
19.4K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$116K - $132K
|
1.23K
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 40.47% |
$116K - $131K
|
4.26K
$362K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$113K - $129K
|
1.2K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.2KNew |
$113K - $128K
|
1.2K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.16K+ 43.3% |
$109K - $124K
|
3.83K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
956+ 1.54% |
$90K - $102K
|
63K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
930New |
$87.6K - $99.5K
|
930
$79.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
892+ 42.36% |
$84K - $95.4K
|
3K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
825+ 14.82% |
$77.7K - $88.2K
|
6.39K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
816New |
$76.9K - $87.3K
|
816
$69.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
702+ 17.89% |
$66.1K - $75.1K
|
4.63K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
685+ 31.77% |
$64.5K - $73.3K
|
2.84K
$242K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
680New |
$64K - $72.7K
|
680
$57.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
653+ 11.56% |
$61.5K - $69.8K
|
6.3K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
641New |
$60.4K - $68.6K
|
641
$54.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
626+ 8.8% |
$59K - $67K
|
7.74K
$658K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
609+ 10.33% |
$57.4K - $65.1K
|
6.5K
$553K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
579+ 9.64% |
$54.5K - $61.9K
|
6.58K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
564New |
$53.1K - $60.3K
|
564
$48K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
540New |
$50.9K - $57.8K
|
540
$45.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
505New |
$47.6K - $54K
|
505
$42.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
469+ 13.03% |
$44.2K - $50.2K
|
4.07K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
454+ 14.79% |
$42.8K - $48.6K
|
3.52K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 8.59% |
$42.6K - $48.3K
|
5.71K
$486K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
450+ 10.56% |
$42.4K - $48.1K
|
4.71K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
420+ 6.8% |
$39.6K - $44.9K
|
6.6K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
416+ 0.64% |
$39.2K - $44.5K
|
65.8K
$5.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
416New |
$39.2K - $44.5K
|
416
$35.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
408New |
$38.4K - $43.6K
|
408
$34.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
393+ 4.04% |
$37K - $42K
|
10.1K
$860K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
369+ 14.39% |
$34.8K - $39.5K
|
2.93K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
367+ 0.59% |
$34.6K - $39.3K
|
62.8K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
363New |
$34.2K - $38.8K
|
363
$30.9K
|