Purchases and Sales Made in Q4 2023 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-37- 0.13% |
$13.5K - $16.7K
|
27.4K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-50- 4.72% |
$18.3K - $22.5K
|
1.01K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-51- 0.89% |
$18.7K - $23K
|
5.7K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-53- 1.47% |
$19.4K - $23.9K
|
3.56K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-54- 5.97% |
$19.8K - $24.3K
|
850
$89.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-54- 0.45% |
$19.8K - $24.3K
|
12K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-55- 2.62% |
$20.1K - $24.8K
|
2.04K
$215K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-65- 2.28% |
$23.8K - $29.3K
|
2.79K
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-68- 4.4% |
$24.9K - $30.6K
|
1.48K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-71- 9.5% |
$26K - $32K
|
676
$71.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-72- 4.2% |
$26.3K - $32.5K
|
1.64K
$173K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-74- 2.91% |
$27.1K - $33.4K
|
2.47K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-79- 6.28% |
$28.9K - $35.6K
|
1.18K
$124K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-80- 54.05% |
$29.3K - $36.1K
|
68
$7.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-87- 1.01% |
$31.8K - $39.2K
|
8.56K
$902K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-90- 11.24% |
$32.9K - $40.6K
|
711
$74.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-91- 9.98% |
$33.3K - $41K
|
821
$86.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-93- 4.22% |
$34K - $41.9K
|
2.11K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-109- 6.67% |
$39.9K - $49.1K
|
1.53K
$161K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-125- 2.84% |
$45.7K - $56.3K
|
4.28K
$451K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-130- 3.43% |
$47.6K - $58.6K
|
3.66K
$386K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-142- 1.06% |
$52K - $64K
|
13.3K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-150- 9.26% |
$54.9K - $67.6K
|
1.47K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-159- 42.29% |
$58.2K - $71.7K
|
217
$22.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-163- 1.71% |
$59.6K - $73.5K
|
9.38K
$988K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-173- 3.66% |
$63.3K - $78K
|
4.55K
$480K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-185- 27.53% |
$67.7K - $83.4K
|
487
$51.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-193- 1.96% |
$70.6K - $87K
|
9.68K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-230- 12.0% |
$84.1K - $104K
|
1.69K
$178K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-286- 78.14% |
$105K - $129K
|
80
$8.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-305- 1.89% |
$112K - $137K
|
15.8K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-343- 3.11% |
$125K - $155K
|
10.7K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-367- 28.23% |
$134K - $165K
|
933
$98.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-410- 7.04% |
$150K - $185K
|
5.42K
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-434- 8.86% |
$159K - $196K
|
4.46K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-470- 15.87% |
$172K - $212K
|
2.49K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-480- 8.8% |
$176K - $216K
|
4.98K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-617- 20.13% |
$226K - $278K
|
2.45K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-670- 3.14% |
$245K - $302K
|
20.7K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-773- 39.6% |
$283K - $348K
|
1.18K
$124K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-919- 2.22% |
$336K - $414K
|
40.4K
$4.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-929- 2.26% |
$340K - $419K
|
40.2K
$4.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 6.75% |
$498K - $614K
|
18.8K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.42K- 89.1% |
$520K - $641K
|
174
$18.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.69K- 8.92% |
$619K - $762K
|
17.3K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.81K- 3.86% |
$663K - $817K
|
45.1K
$4.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.16K- 32.45% |
$791K - $974K
|
4.5K
$474K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.22K- 18.51% |
$813K - $1M
|
9.78K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.62K- 26.47% |
$957K - $1.18M
|
7.26K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.68K- 17.39% |
$979K - $1.21M
|
12.7K
$1.34M
|