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iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

iShares Expanded Tech Sector ETF logo
$95.86
-0.28 (-0.29%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Expanded Tech Sector ETF (NYSEARCA:IGM)

Number of
Institutional Buyers
(last 12 months)
219
Total
Institutional Inflows
(last 12 months)
$623.56M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$77.25M
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IGM Institutional Buying and Selling by Quarter

iShares Expanded Tech Sector ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Tyler Stone Wealth Management15,826$1.52M0.3%+100.1%0.031%
11/4/2024Migdal Insurance & Financial Holdings Ltd.26,003$2.50M0.0%-4.4%0.052%
11/4/2024Baker Avenue Asset Management LP58,273$5.59M0.2%+2,107.3%0.116%
11/4/2024Mayflower Financial Advisors LLC2,162$207K0.0%N/A0.004%
11/4/2024Sigma 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%
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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%
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%
10/11/2024 Creative Planning23,947$2.30M0.0%+16.3%0.048%
10/10/2024 Concourse Financial Group Securities Inc.9,221$885K0.1%+12.6%0.018%
10/9/2024 Quotient Wealth Partners LLC2,951$283K0.0%N/A0.006%
10/9/2024 Cypress Wealth Services LLC7,759$744K0.2%+2.9%0.015%
10/8/2024 CWM LLC62,390$5.99M0.0%-2.4%0.124%
10/8/2024 Saxon Interests Inc.5,015$481K0.2%-5.8%0.010%
10/8/2024 Atomi Financial Group Inc.3,070$295K0.0%-66.9%0.006%
10/8/2024 Kesler Norman & Wride LLC6,259$601K0.1%-16.3%0.012%
10/7/2024 Salvus Wealth Management LLC3,000$288K0.2%N/A0.006%
10/7/2024 Everpar Advisors LLC2,578$247K0.1%+21.1%0.005%
10/7/2024 WealthBridge Capital Management LLC68,818$6.60M1.9%-0.2%0.137%
10/5/2024 waypoint wealth counsel5,262$505K0.3%+64.0%0.010%
10/3/2024 Capital Market Strategies LLC4,325$415K0.3%-4.5%0.009%
10/3/2024 Park Avenue Securities LLC4,040$388K0.0%+35.1%0.008%
9/5/2024Sanctuary Advisors LLC28,427$2.68M0.0%N/A0.056%
8/22/2024Cetera Investment Advisers48,164$4.54M0.0%-6.0%0.096%
8/21/2024Truist Financial Corp111,116$10.48M0.0%+2.1%0.220%
8/19/2024EP Wealth Advisors LLC6,493$612K0.0%+20.0%0.013%
8/19/2024B. Riley Wealth Advisors Inc.29,182$2.75M0.1%+561.9%0.058%
8/16/2024Northwestern Mutual Wealth Management Co.19,353$1.83M0.0%+25.8%0.038%
8/16/2024NewEdge Advisors LLC87,344$8.24M0.1%+92.3%0.173%
8/16/2024Northeast Financial Consultants Inc113,948$10.75M0.5%+46.1%0.226%
8/16/2024Silver Lake Advisory LLC6,000$566K0.1%N/A0.012%
8/16/2024 Creative Planning20,585$1.94M0.0%-3.9%0.041%
8/15/2024Dynamic Wealth Strategies LLC65,922$6.22M5.3%-4.9%0.131%
8/15/2024The Manufacturers Life Insurance Company29,800$2.81M0.0%N/A0.059%
8/15/2024AlTi Global Inc.10,871$1.03M0.0%+20.9%0.022%
8/15/2024Blankinship & Foster LLC2,846$268K0.1%-18.5%0.006%
8/14/2024Bank of Montreal Can727,942$68.96M0.0%-38.6%1.444%
8/14/2024Fairscale Capital LLC78,482$7.65M6.4%N/A0.156%
8/13/2024 TPG Advisors LLC3,505$331K0.3%N/A0.007%
8/13/2024Beaton Management Co. Inc.4,650$439K0.2%+10.7%0.009%
8/13/2024GM Advisory Group LLC293,677$27.70M1.8%+2.1%0.583%
8/12/2024 Mathes Company Inc.163,358$15.41M5.6%-0.7%0.324%
8/12/2024Mercer Global Advisors Inc. ADV22,272$2.10M0.0%-5.9%0.044%
8/9/2024One Capital Management LLC30,504$2.88M0.1%+2.2%0.061%
8/9/2024Mystic Asset Management Inc.7,133$673K0.3%+3.1%0.014%
8/8/2024Envestnet Asset Management Inc.313,372$29.55M0.0%+17.3%0.622%
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8/8/2024 Hazlett Burt & Watson Inc.9,616$906K0.5%+6.4%0.019%
8/8/2024LPL Financial LLC868,769$81.93M0.0%+17.7%1.724%
8/7/2024 GEM Asset Management LLC2,250$212K0.1%N/A0.004%
8/7/2024Choreo LLC3,392$322K0.0%+16.1%0.007%
8/6/2024Financial Gravity Asset Management Inc.282$27K0.0%+252.5%0.001%
8/6/2024 Fiducient Advisors LLC16,080$1.52M0.2%N/A0.032%
8/5/2024 Private Advisor Group LLC61,507$5.80M0.0%+3.1%0.122%
8/3/2024National Bank of Canada FI22,025$2.09M0.0%-1.1%0.044%
8/2/2024Belpointe Asset Management LLC67,104$6.33M0.4%N/A0.133%
8/2/2024 WealthBridge Capital Management LLC68,932$6.50M2.1%-3.4%0.137%
(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, 320 institutional investors and hedge funds held shares of iShares Expanded Tech Sector ETF. The most heavily invested institutionals were Signature Estate & Investment Advisors LLC ($168.18M), Equitable Holdings Inc. ($139.07M), Bank of America Corp DE ($126.27M), LPL Financial LLC ($81.93M), Cerity Partners LLC ($79.33M), Royal Bank of Canada ($77.00M), and Bank of Montreal Can ($68.96M).Learn more on IGM's institutional investors.

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

Of the 286 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 ($1.61M), Gray Foundation ($522.08K), Raymond James Financial Services Advisors Inc. ($385.28K), Mirae Asset Global Investments Co. Ltd. ($328.40K), International Assets Investment Management LLC ($248.64K), GM Advisory Group LLC ($248.56K), and Raymond James & Associates ($241.99K).

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

Institutional investors have bought a total of 8,228,506 shares in the last 24 months. This purchase volume represents approximately $685.51M in transactions.

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

Of the 161 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: Envestnet Asset Management Inc. ($627.82K), Bank of Montreal Can ($458.03K), Bank of America Corp DE ($354.72K), Janney Montgomery Scott LLC ($321.90K), Raymond James & Associates ($300.54K), SteelPeak Wealth LLC ($132.67K), and Equitable Holdings Inc. ($72.90K).

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

Institutional investors have sold a total of 2,670,332 shares in the last 24 months. This volume of shares sold represents approximately $165.10M in transactions.


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This page (NYSEARCA:IGM) was last updated on 11/5/2024 by MarketBeat.com Staff
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