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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-617- 20.13% |
$201K - $244K
|
2.45K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 3.1% |
$16.3K - $19.8K
|
1.56K
$200K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-45- 7.59% |
$14.7K - $17.8K
|
548
$70K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-977Closed |
$270K - $332K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-105- 60.0% |
$29K - $35.6K
|
70
$8.95K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-303- 12.63% |
$13.5K - $93K
|
2.1K
$268K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-110- 10.19% |
$4.89K - $33.8K
|
970
$124K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-64- 13.36% |
$2.84K - $19.6K
|
415
$53K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-53Closed |
$2.35K - $16.3K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4- 12.5% |
$178 - $1.23K
|
28
$3.58K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.84K- 52.61% |
$223K - $284K
|
4.36K
$557K
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.52K- 55.11% |
$116K - $148K
|
2.05K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.34K- 15.21% |
$108K - $137K
|
13K
$1.66M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.16K- 51.14% |
$53.6K - $68.2K
|
1.11K
$142K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.07K- 50.62% |
$49.1K - $62.5K
|
1.04K
$133K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-875- 51.05% |
$40.3K - $51.3K
|
839
$107K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-194- 53.01% |
$8.94K - $11.4K
|
172
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 54.81% |
$3.41K - $4.34K
|
61
$7.8K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60Closed |
$2.76K - $3.52K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-50- 3.5% |
$2.3K - $2.93K
|
1.38K
$176K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.38KClosed |
$65.7K - $91K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-977Closed |
$46.7K - $64.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-801Closed |
$38.2K - $53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-681Closed |
$32.5K - $45.1K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-595Closed |
$28.4K - $39.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-587Closed |
$28K - $38.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-564Closed |
$26.9K - $37.3K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-220Closed |
$10.5K - $14.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-194- 28.45% |
$9.26K - $12.8K
|
488
$62.4K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-175- 11.79% |
$8.36K - $11.6K
|
1.31K
$167K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-107Closed |
$5.11K - $7.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-100- 6.84% |
$4.78K - $6.62K
|
1.36K
$174K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-100- 6.43% |
$4.78K - $6.62K
|
1.46K
$186K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-76Closed |
$3.63K - $5.03K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-55- 93.22% |
$2.63K - $3.64K
|
4
$511
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-45Closed |
$2.15K - $2.98K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-40Closed |
$1.91K - $2.65K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20Closed |
$955 - $1.32K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 0.46% |
$47.8 - $66.2
|
215
$27.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-19.3KClosed |
$1.1M - $1.42M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.37KClosed |
$78.3K - $101K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.37KClosed |
$78.2K - $101K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-683Closed |
$38.9K - $50.3K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-632Closed |
$36K - $46.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-477Closed |
$27.2K - $35.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-210Closed |
$12K - $15.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-100- 11.83% |
$5.7K - $7.37K
|
745
$95.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-31Closed |
$1.77K - $2.28K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-12Closed |
$684 - $884
|
0
$0
|
|