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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$383K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 500.0% |
$211K - $1.29M
|
3K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.39KNew |
$202K - $1.24M
|
2.39K
$306K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.38KNew |
$201K - $1.23M
|
2.38K
$304K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
2.15K+ 500.0% |
$181K - $1.11M
|
2.58K
$330K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$159K - $974K
|
1.88K
$241K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.18K+ 500.0% |
$99K - $607K
|
1.41K
$180K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.06K+ 500.0% |
$89.3K - $548K
|
1.27K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
825+ 500.0% |
$69.5K - $426K
|
990
$127K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
800+ 500.0% |
$67.4K - $413K
|
960
$123K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
636New |
$53.6K - $329K
|
636
$81.3K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
450+ 500.0% |
$37.9K - $233K
|
540
$69K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
410+ 500.0% |
$34.6K - $212K
|
492
$62.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
370+ 500.0% |
$31.2K - $191K
|
444
$56.7K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
325+ 500.0% |
$27.4K - $168K
|
390
$49.8K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
320+ 500.0% |
$27K - $165K
|
384
$49.1K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
265+ 500.0% |
$22.3K - $137K
|
318
$40.6K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
248+ 200.0% |
$20.9K - $128K
|
372
$47.5K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
215+ 500.0% |
$18.1K - $111K
|
258
$33K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
210+ 500.0% |
$17.7K - $109K
|
252
$32.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200+ 500.0% |
$16.9K - $103K
|
240
$30.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
185+ 500.0% |
$15.6K - $95.6K
|
222
$28.4K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
140+ 500.0% |
$11.8K - $72.4K
|
168
$21.5K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
125+ 500.0% |
$10.5K - $64.6K
|
150
$19.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
125+ 500.0% |
$10.5K - $64.6K
|
150
$19.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
100+ 500.0% |
$8.43K - $51.7K
|
120
$15.3K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 500.0% |
$8.01K - $49.1K
|
114
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
89New |
$7.5K - $46K
|
89
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 508.33% |
$5.14K - $31.5K
|
73
$9.33K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
56+ 509.09% |
$4.72K - $28.9K
|
67
$8.56K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55+ 500.0% |
$4.63K - $28.4K
|
66
$8.44K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
50+ 500.0% |
$4.21K - $25.8K
|
60
$7.67K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
41New |
$3.46K - $21.2K
|
41
$5.24K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
30+ 500.0% |
$2.53K - $15.5K
|
36
$4.6K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
11.7KNew |
$4.28M - $5.28M
|
11.7K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
595New |
$218K - $268K
|
595
$76K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
370+ 19.68% |
$135K - $167K
|
2.25K
$288K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.4% |
$1.1K - $1.35K
|
746
$95.3K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.9KNew |
$2.22M - $2.44M
|
5.9K
$754K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
695+ 11.47% |
$261K - $287K
|
6.75K
$863K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
510New |
$192K - $211K
|
510
$65.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
233+ 39.63% |
$87.6K - $96.2K
|
821
$105K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
77+ 1.73% |
$29K - $31.8K
|
4.52K
$578K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14New |
$5.27K - $5.78K
|
14
$1.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 3.21% |
$2.26K - $2.48K
|
193
$24.7K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$655K - $796K
|
2.01K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.83KNew |
$595K - $723K
|
1.83K
$234K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
187New |
$60.9K - $74K
|
187
$23.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
55New |
$17.9K - $21.8K
|
55
$7.03K
|
|