Purchases and Sales Made in Q4 2021 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
434+ 3.87% |
$28.8K - $32.6K
|
11.6K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
405New |
$26.8K - $30.4K
|
405
$38.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
370New |
$24.5K - $27.8K
|
370
$35K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
354New |
$23.5K - $26.6K
|
354
$33.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
250New |
$16.6K - $18.8K
|
250
$23.6K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
249New |
$16.5K - $18.7K
|
249
$23.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
215New |
$14.3K - $16.1K
|
215
$20.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
211+ 2.19% |
$14K - $15.8K
|
9.82K
$929K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
206+ 20.28% |
$13.7K - $15.5K
|
1.22K
$116K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
189+ 0.72% |
$12.5K - $14.2K
|
26.3K
$2.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
163+ 1.56% |
$10.8K - $12.2K
|
10.6K
$1M
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
159+ 3.54% |
$10.5K - $11.9K
|
4.65K
$440K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146+ 4.97% |
$9.68K - $11K
|
3.09K
$292K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
130New |
$8.62K - $9.76K
|
130
$12.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
129New |
$8.55K - $9.69K
|
129
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
127+ 17.64% |
$8.42K - $9.54K
|
847
$80.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123+ 8.76% |
$8.15K - $9.23K
|
1.53K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
116+ 1.98% |
$7.69K - $8.71K
|
5.97K
$564K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
110+ 1.35% |
$7.29K - $8.26K
|
8.29K
$784K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 2.94% |
$6.63K - $7.51K
|
3.51K
$331K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$6.63K - $7.51K
|
100
$9.46K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 1.32% |
$4.77K - $5.41K
|
5.54K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
71+ 39.23% |
$4.71K - $5.33K
|
252
$23.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
55+ 916.67% |
$3.65K - $4.13K
|
61
$5.77K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
53New |
$3.51K - $3.98K
|
53
$5.01K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
45+ 8.7% |
$2.98K - $3.38K
|
562
$53.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
31New |
$2.05K - $2.33K
|
31
$2.93K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
30New |
$1.99K - $2.25K
|
30
$2.84K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
28+ 0.21% |
$1.86K - $2.1K
|
13.5K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28+ 1.93% |
$1.86K - $2.1K
|
1.48K
$140K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
26+ 0.32% |
$1.72K - $1.95K
|
8.23K
$778K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 3.72% |
$1.26K - $1.43K
|
530
$50.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
17+ 1.55% |
$1.13K - $1.28K
|
1.11K
$105K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 5.73% |
$994 - $1.13K
|
277
$26.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15+ 1.28% |
$994 - $1.13K
|
1.19K
$113K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.68% |
$862 - $976
|
1.92K
$181K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12+ 2.26% |
$795 - $901
|
544
$51.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11New |
$729 - $826
|
11
$1.04K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
6+ 0.75% |
$398 - $450
|
807
$76.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
6New |
$398 - $450
|
6
$567
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 0.18% |
$133 - $150
|
1.14K
$108K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2New |
$133 - $150
|
2
$189
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.66% |
$66.3 - $75.1
|
153
$14.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$66.3 - $75.1
|
1
$94.6
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.11% |
$66.3 - $75.1
|
882
$83.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$66.3 - $75.1
|
1.39K
$132K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.03% |
$66.3 - $75.1
|
2.88K
$272K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1- 0.12% |
$66.3 - $75.1
|
802
$75.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1- 0.16% |
$66.3 - $75.1
|
613
$58K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.38% |
$199 - $225
|
781
$73.8K
|