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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$103.48 +1.31 (+1.28%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Expanded Tech Sector ETF (NYSEARCA:IGM)

Number of
Institutional Buyers
(last 12 months)
230
Total
Institutional Inflows
(last 12 months)
$740.25M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$107.21M
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IGM Institutional Buying and Selling by Quarter

iShares Expanded Tech Sector ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.30,039$2.87M0.1%+2.9%0.060%
11/25/2024 Destination Wealth Management669,441$64.23M2.0%-0.5%1.328%
11/25/2024 Sanctuary Advisors LLC54,612$5.51M0.0%+92.1%0.108%
11/18/2024 Sunbelt Securities Inc.2,082$200K0.0%-66.0%0.004%
11/18/2024 Strait & Sound Wealth Management LLC2,840$272K0.1%+14.6%0.006%
11/15/2024 Valued Retirements Inc.4,323$415K0.6%N/A0.009%
11/15/2024 High Falls Advisors Inc2,713$260K0.1%-33.0%0.005%
11/15/2024 MML Investors Services LLC13,650$1.31M0.0%+30.6%0.027%
11/15/2024 Northeast Financial Consultants Inc115,348$11.07M0.5%+1.2%0.229%
11/15/2024 National Bank of Canada FI21,914$2.10M0.0%-0.5%0.043%
11/15/2024 EP Wealth Advisors LLC5,648$542K0.0%-13.0%0.011%
11/15/2024 Jane Street Group LLC9,600$921K0.0%+86.1%0.019%
11/15/2024 Wellington Management Group LLP421,471$40.44M0.0%N/A0.836%
11/15/2024 Stifel Financial Corp175,854$16.87M0.0%+30.6%0.349%
11/15/2024 SageView Advisory Group LLC2,836$272K0.0%-8.0%0.006%
11/15/2024 IHT Wealth Management LLC32,089$3.08M0.1%+1.8%0.064%
11/15/2024 Integrated Wealth Concepts LLC5,531$531K0.0%+22.6%0.011%
11/15/2024 Harmony Asset Management LLC21,141$2.03M0.7%+19.2%0.042%
11/15/2024 HighTower Advisors LLC37,286$3.58M0.0%-32.6%0.074%
11/15/2024 Hilltop Holdings Inc.12,817$1.23M0.1%+71.8%0.025%
11/15/2024 Benjamin Edwards Inc.7,094$681K0.0%N/A0.014%
11/14/2024 Icon Wealth Advisors LLC14,688$1.41M0.1%N/A0.029%
11/14/2024 Rockefeller Capital Management L.P.42,812$4.11M0.0%+5.4%0.085%
11/13/2024 Avestar Capital LLC16,168$1.55M0.2%-83.7%0.032%
11/13/2024 FMR LLC31,272$3M0.0%+8.8%0.062%
11/13/2024 The Manufacturers Life Insurance Company22,000$2.11M0.0%-26.2%0.044%
11/13/2024 Bank of Montreal Can1,199,146$114.66M0.1%+64.7%2.379%
11/13/2024 Independent Advisor Alliance3,307$317K0.0%+5.2%0.007%
11/12/2024 Centaurus Financial Inc.1,510$145K0.0%N/A0.003%
11/12/2024 Fairscale Capital LLC81,925$7.86M6.9%+4.4%0.163%
11/12/2024 KKM Financial LLC38,089$3.65M1.8%-11.0%0.076%
11/12/2024 Cerity Partners LLC989,609$94.94M0.2%+0.1%1.964%
11/12/2024 Great Valley Advisor Group Inc.15,760$1.51M0.0%-6.5%0.031%
11/12/2024 Meridian Wealth Management LLC63,442$6.09M0.3%N/A0.126%
11/12/2024 Icon Wealth Advisors LLC11,750$1.13M0.0%N/A0.023%
11/12/2024 GM Advisory Group LLC99,372$9.53M0.6%-66.2%0.197%
11/12/2024 Asset Management Group Inc.59,708$5.73M1.0%-0.3%0.118%
11/12/2024 CFS Investment Advisory Services LLC3,048$292K0.0%N/A0.006%
11/8/2024 Moors & Cabot Inc.6,049$580K0.0%+11.0%0.012%
11/8/2024 PNC Financial Services Group Inc.92,597$8.88M0.0%-1.7%0.184%
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11/8/2024 Prospera Financial Services Inc20,453$1.96M0.1%+4.4%0.041%
11/7/2024 EQ LLC2,234$214K0.1%-13.5%0.004%
11/6/2024 Sawgrass Asset Management LLC4,854$466K0.0%-4.3%0.010%
11/6/2024 TSA Wealth Managment LLC3,249$312K0.1%+23.5%0.006%
11/6/2024 Meridian Investment Counsel Inc.39,180$3.76M1.1%-2.0%0.078%
11/6/2024 Signature Estate & Investment Advisors LLC1,855,115$177.98M4.1%+4.0%3.681%
11/6/2024 OneDigital Investment Advisors LLC19,875$1.91M0.0%+32.6%0.039%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd65,711$6.30M0.2%N/A0.130%
11/4/2024 Tyler Stone Wealth Management15,826$1.52M0.3%+100.1%0.031%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.26,003$2.50M0.0%-4.4%0.052%
11/4/2024 Baker Avenue Asset Management LP58,273$5.59M0.2%+2,107.3%0.116%
11/4/2024 Mayflower Financial Advisors LLC2,162$207K0.0%N/A0.004%
11/4/2024 Sigma Planning Corp5,261$505K0.0%+9.1%0.010%
11/2/2024 Houlihan Financial Resource Group Ltd.18,529$1.78M0.7%N/A0.037%
11/1/2024 Sheets Smith Wealth Management34,370$3.30M0.4%-27.9%0.068%
11/1/2024 Atria Investments Inc10,719$1.03M0.0%-34.6%0.021%
11/1/2024 Assetmark Inc.658$63K0.0%N/A0.001%
10/31/2024 Concurrent Investment Advisors LLC3,976$381K0.0%-10.9%0.008%
10/30/2024 White Lighthouse Investment Management Inc.78,894$7.57M1.4%+1.2%0.157%
10/30/2024 Milestone Investment Advisors LLC33,428$3.21M0.9%-6.4%0.066%
10/30/2024 Capital Wealth Alliance LLC9,464$908K0.5%-16.4%0.019%
10/30/2024 Hazlett Burt & Watson Inc.9,718$933K0.4%+1.1%0.019%
10/30/2024 QRG Capital Management Inc.2,578$247K0.0%N/A0.005%
10/29/2024 Citizens National Bank Trust Department7,111$682K0.1%+13.5%0.014%
10/29/2024 Janney Montgomery Scott LLC207,919$19.95M0.1%+0.4%0.413%
10/29/2024 Farther Finance Advisors LLC1,289$124K0.0%-51.4%0.003%
10/28/2024 Gladstone Institutional Advisory LLC2,644$254K0.0%N/A0.005%
10/28/2024 Creative Financial Designs Inc. ADV1,240$119K0.0%+89.3%0.002%
10/28/2024 Stephens Inc. AR22,879$2.20M0.0%+6.9%0.045%
10/28/2024 US Bancorp DE11,207$1.08M0.0%+4.1%0.022%
10/28/2024 Nikulski Financial Inc.15,317$1.47M0.4%-11.7%0.030%
10/25/2024 Financial Advocates Investment Management2,825$271K0.0%-4.2%0.006%
10/25/2024 Tandem Capital Management Corp ADV5,600$537K0.3%+9.3%0.011%
10/25/2024 Fiducient Advisors LLC15,080$1.45M0.2%-6.2%0.030%
10/25/2024 SteelPeak Wealth LLC9,490$910K0.0%-93.3%0.019%
10/25/2024 Valmark Advisers Inc.4,766$457K0.0%+8.4%0.009%
10/25/2024 Strategic Blueprint LLC4,314$414K0.0%+69.2%0.009%
10/24/2024 Patriot Financial Group Insurance Agency LLC4,220$405K0.1%+13.0%0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC21,785$2.09M0.0%-4.1%0.043%
10/24/2024 Consolidated Portfolio Review Corp3,153$302K0.1%+4.0%0.006%
10/23/2024 Mirae Asset Global Investments Co. Ltd.257,000$24.57M0.1%-1.5%0.510%
10/23/2024 Middleton & Co. Inc. MA2,100$201K0.0%N/A0.004%
10/23/2024 St. Johns Investment Management Company LLC4,968$477K0.2%-13.1%0.010%
10/23/2024 MA Private Wealth2,201$211K0.0%N/A0.004%
10/23/2024 Tandem Capital Management Corp ADV4,614$443K0.2%-10.0%0.009%
10/23/2024 Schmidt P J Investment Management Inc.6,920$664K0.1%+2.9%0.014%
10/22/2024 Private Advisor Group LLC62,078$5.96M0.0%+0.9%0.123%
10/22/2024 Eastern Bank6,179$593K0.0%-2.1%0.012%
10/21/2024 Traphagen Investment Advisors LLC33,309$3.20M0.3%-1.0%0.066%
10/21/2024 Fortis Group Advisors LLC402$39K0.0%-98.0%0.001%
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10/21/2024 Horst & Graben Wealth Management LLC3,590$344K0.1%+27.6%0.007%
10/21/2024 Kennedy Investment Group4,540$436K0.2%+14.6%0.009%
10/18/2024Clarity Wealth Advisors LLC24,340$2.34M0.7%-2.3%0.048%
10/18/2024Legacy Financial Strategies LLC245,622$23.57M5.2%-6.4%0.487%
10/18/2024Raymond James & Associates284,903$27.33M0.0%-5.0%0.565%
10/16/2024 Bleakley Financial Group LLC11,898$1.14M0.0%N/A0.024%
10/16/2024 Global Retirement Partners LLC14,041$1.35M0.0%+7.2%0.028%
10/16/2024 One Wealth Advisors LLC9,335$896K0.1%-7.7%0.019%
10/16/2024 Kowal Investment Group LLC6,404$614K0.1%N/A0.013%
10/16/2024 Transform Wealth LLC92,533$8.88M0.6%+46.8%0.184%
(Data available from 1/1/2016 forward)

IGM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGM shares?

During the previous two years, 328 institutional investors and hedge funds held shares of iShares Expanded Tech Sector ETF. The most heavily invested institutionals were Signature Estate & Investment Advisors LLC ($177.98M), Equitable Holdings Inc. ($139.07M), Bank of America Corp DE ($126.27M), Bank of Montreal Can ($114.66M), Cerity Partners LLC ($94.94M), LPL Financial LLC ($81.93M), and Royal Bank of Canada ($77.00M).Learn more on IGM's institutional investors.

Which institutional investors have been buying iShares Expanded Tech Sector ETF stock?

Of the 296 institutional investors that purchased iShares Expanded Tech Sector ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Signature Estate & Investment Advisors LLC ($1.68M), Bank of Montreal Can ($686.48K), Gray Foundation ($522.08K), Wellington Management Group LLP ($421.47K), Raymond James Financial Services Advisors Inc. ($385.28K), Mirae Asset Global Investments Co. Ltd. ($328.40K), and International Assets Investment Management LLC ($248.64K).

How much institutional buying is happening at iShares Expanded Tech Sector ETF?

Institutional investors have bought a total of 9,356,727 shares in the last 24 months. This purchase volume represents approximately $799.33M in transactions.

Which iShares Expanded Tech Sector ETF major shareholders have been selling company stock?

Of the 157 institutional investors that sold iShares Expanded Tech Sector ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($458.03K), Bank of America Corp DE ($354.72K), Janney Montgomery Scott LLC ($321.90K), Envestnet Asset Management Inc. ($312.76K), Raymond James & Associates ($300.54K), GM Advisory Group LLC ($196.12K), and SteelPeak Wealth LLC ($132.67K).

How much institutional selling is happening at iShares Expanded Tech Sector ETF?

Institutional investors have sold a total of 2,648,439 shares in the last 24 months. This volume of shares sold represents approximately $180.13M in transactions.



This page (NYSEARCA:IGM) was last updated on 12/22/2024 by MarketBeat.com Staff
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