Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-47.3K- 48.01% |
$4.29M - $5.13M
|
51.2K
$6.55M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-31.6K- 76.48% |
$2.87M - $3.43M
|
9.73K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.2K- 33.9% |
$1.11M - $1.32M
|
23.8K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.29K- 50.0% |
$389K - $465K
|
4.29K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-3.38K- 48.07% |
$306K - $366K
|
3.65K
$466K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.5KClosed |
$227K - $271K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.91K- 43.31% |
$173K - $207K
|
2.5K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.35K- 33.28% |
$122K - $146K
|
2.71K
$346K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-602- 12.26% |
$54.6K - $65.3K
|
4.31K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-350- 33.82% |
$31.7K - $38K
|
685
$87.5K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-222- 62.71% |
$20.1K - $24.1K
|
132
$16.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-200- 4.62% |
$18.1K - $21.7K
|
4.13K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-150- 25.0% |
$13.6K - $16.3K
|
450
$57.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-116- 44.62% |
$10.5K - $12.6K
|
144
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-88- 1.01% |
$7.98K - $9.54K
|
8.64K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-50- 1.01% |
$4.53K - $5.42K
|
4.92K
$629K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6- 60.0% |
$544 - $651
|
4
$511
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 45.72% |
$1.04M - $1.19M
|
13.2K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-989- 53.87% |
$93.2K - $106K
|
847
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-720- 10.26% |
$67.8K - $77K
|
6.3K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-244- 27.29% |
$23K - $26.1K
|
650
$83.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-239- 79.14% |
$22.5K - $25.6K
|
63
$8.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-210- 6.54% |
$19.8K - $22.5K
|
3K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-192- 3.96% |
$18.1K - $20.5K
|
4.66K
$596K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-96- 4.07% |
$9.04K - $10.3K
|
2.26K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-50- 1.0% |
$4.71K - $5.35K
|
4.93K
$630K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 0.27% |
$2.45K - $2.78K
|
9.59K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.5% |
$1.13K - $1.28K
|
2.4K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-11- 0.28% |
$1.04K - $1.18K
|
3.92K
$501K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.3K- 21.58% |
$7.75M - $9.1M
|
335K
$42.9M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-22.3K- 90.35% |
$1.87M - $2.2M
|
2.38K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 5.04% |
$1.27M - $1.49M
|
285K
$36.4M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.1K- 87.63% |
$429K - $503K
|
720
$92K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-4.2K- 28.0% |
$353K - $414K
|
10.8K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.35K- 27.27% |
$113K - $133K
|
3.6K
$460K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1K- 6.22% |
$84K - $98.6K
|
15.1K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-349- 13.51% |
$29.3K - $34.4K
|
2.23K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 91.03% |
$17.9K - $21K
|
21
$2.68K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 47.62% |
$8.4K - $9.86K
|
110
$14.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5- 1.29% |
$420 - $493
|
383
$49K
|
|
| Q2 2024 | |||||||
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4K- 83.33% |
$320K - $382K
|
800
$102K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-702- 4.76% |
$56.2K - $67K
|
14K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-342- 2.79% |
$27.4K - $32.6K
|
11.9K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-276- 9.72% |
$22.1K - $26.3K
|
2.56K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-140- 25.93% |
$11.2K - $13.4K
|
400
$51.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6- 7.14% |
$480 - $572
|
78
$9.97K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-3.6K- 83.25% |
$1.32M - $1.62M
|
724
$92.5K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.53K- 20.21% |
$2.08M - $2.28M
|
21.8K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-437- 22.58% |
$164K - $180K
|
1.5K
$191K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-45- 7.0% |
$16.9K - $18.6K
|
598
$76.4K
|
|