iShares Expanded Tech Sector ETF (IGM) Institutional Ownership

$82.34
+1.26 (+1.55%)
(As of 05/2/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
181
Total
Institutional Inflows
(last 12 months)
$320.67M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$12.54M
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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
5/2/2024Mathes Company Inc.164,496$14.18M5.3%+500.0%0.325%
5/2/2024Pittenger & Anderson Inc.390$34K0.0%+500.0%0.001%
5/2/2024Choreo LLC2,922$252K0.0%+500.0%0.006%
5/2/2024 Family Firm Inc.12,674$1.09M0.3%+499.8%0.025%
5/1/2024 Janney Montgomery Scott LLC204,773$17.65M0.1%+406.9%0.405%
5/1/2024 Scott & Selber Inc.2,646$228K0.1%N/A0.005%
5/1/2024 Mirae Asset Global Investments Co. Ltd.325,000$28.01M0.1%+572.9%0.642%
5/1/2024 Concourse Financial Group Securities Inc.8,103$698K0.0%+685.2%0.016%
4/30/2024 Private Advisor Group LLC59,629$5.14M0.0%+594.0%0.118%
4/30/2024 J.W. Cole Advisors Inc.6,012$521K0.0%+500.0%0.012%
4/30/2024 TFC Financial Management Inc.3,210$277K0.0%+500.0%0.006%
4/30/2024 Fortis Group Advisors LLC402$35K0.0%+200.0%0.001%
4/30/2024 HB Wealth Management LLC94,801$8.17M0.1%+770.6%0.187%
4/30/2024 SpiderRock Advisors LLC4,950$422K0.0%N/A0.010%
4/30/2024 BlueChip Wealth Advisors LLC2,392$206K0.1%N/A0.005%
4/30/2024Concord Wealth Partners496$43K0.0%+497.6%0.001%
4/30/2024 AFT Forsyth & Company Inc.56,097$4.83M2.8%+498.0%0.111%
4/30/2024 WealthBridge Capital Management LLC71,393$6.15M2.1%+496.5%0.141%
4/30/2024 Perigon Wealth Management LLC16,699$1.44M0.0%+500.3%0.033%
4/30/2024 Hazlett Burt & Watson Inc.9,039$779K0.5%+1,235.2%0.018%
4/29/2024Commonwealth Equity Services LLC189,817$16.36M0.0%+489.2%0.375%
4/29/2024 Gray Foundation522,084$44.99M14.1%+500.0%1.032%
4/29/2024 Benjamin F. Edwards & Company Inc.7,093$611K0.0%+564.1%0.014%
4/29/2024 RWA Wealth Partners LLC18,102$1.56M0.0%+799.7%0.036%
4/29/2024 Crescent Grove Advisors LLC14,340$1.24M0.1%+376.7%0.028%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC7,020$605K0.1%+500.0%0.014%
4/26/2024 Schmidt P J Investment Management Inc.6,198$534K0.1%+514.3%0.012%
4/26/2024 Meridian Wealth Management LLC69,612$6.00M1.0%+500.0%0.138%
4/26/2024 Bogart Wealth LLC1,206$104K0.0%+500.0%0.002%
4/25/2024 Valeo Financial Advisors LLC2,588$214K0.0%N/A0.005%
4/25/2024 Cambridge Investment Research Advisors Inc.97,009$8.36M0.0%+513.4%0.192%
4/24/2024 Paragon Financial Partners Inc.3,691$318K0.3%+404.9%0.007%
4/23/2024 Global Retirement Partners LLC11,978$1.03M0.0%+1,497.1%0.024%
4/23/2024 Fifth Third Bancorp4,992$430K0.0%+486.6%0.010%
4/23/2024 Strategic Blueprint LLC2,436$210K0.0%N/A0.005%
4/23/2024 4J Wealth Management LLC4,314$372K0.3%+500.0%0.009%
4/23/2024 Raymond James Financial Services Advisors Inc.271,599$23.41M0.0%+510.6%0.537%
4/22/2024 Harbour Trust & Investment Management Co2,478$214K0.0%N/A0.005%
4/22/2024 PFG Investments LLC3,136$270K0.0%+521.0%0.006%
4/22/2024 Horst & Graben Wealth Management LLC2,673$230K0.0%N/A0.005%
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4/22/2024 Raymond James & Associates306,070$26.38M0.0%+376.6%0.605%
4/20/2024 Kesler Norman & Wride LLC7,596$655K0.1%+366.0%0.094%
4/19/2024 Horizon Bancorp Inc. IN8,928$769K0.4%+476.0%0.110%
4/19/2024 Willis Johnson & Associates Inc.8,216$708K0.1%+456.6%0.101%
4/19/2024 ZRC Wealth Management LLC1,548$133K0.1%+232.9%0.019%
4/19/2024 Westside Investment Management Inc.2,832$244K0.1%+500.0%0.035%
4/18/2024 Saxon Interests Inc.5,382$464K0.2%+496.7%0.066%
4/18/2024 Miracle Mile Advisors LLC9,760$841K0.0%+499.9%0.120%
4/18/2024 Hubbell Strickland Wealth Management LLC3,932$339K0.2%+500.3%0.049%
4/18/2024 Clarity Wealth Advisors LLC27,166$2.34M0.8%+496.8%0.335%
4/17/2024 Red Door Wealth Management LLC3,562$307K0.1%+499.7%0.044%
4/17/2024 Atticus Wealth Management LLC444$38K0.0%+500.0%0.005%
4/16/2024 Independence Bank of Kentucky960$83K0.0%+500.0%0.012%
4/16/2024 Webster Bank N. A.18,078$1.56M0.2%+500.0%0.223%
4/16/2024 Calton & Associates Inc.2,381$205K0.1%N/A0.029%
4/16/2024 Norwood Financial Corp3,426$295K0.4%+500.0%0.042%
4/16/2024 Cypress Wealth Services LLC7,534$649K0.2%+499.8%0.093%
4/16/2024 Transform Wealth LLC62,678$5.40M0.5%+548.6%0.774%
4/16/2024 Wealth Enhancement Advisory Services LLC18,907$1.63M0.0%+506.0%0.233%
4/15/2024 St. Johns Investment Management Company LLC5,718$493K0.2%+500.0%0.071%
4/15/2024 Sunbelt Securities Inc.6,183$533K0.1%+3,038.6%0.076%
4/15/2024 RMR Wealth Builders10,313$889K0.1%+575.8%0.127%
4/15/2024 CIC Wealth LLC102,577$8.84M2.6%+494.1%1.266%
4/15/2024 Ayalon Insurance Comp Ltd.11,826$1.02M0.3%+500.0%0.146%
4/12/2024 Southland Equity Partners LLC4,358$376K0.1%+552.4%0.054%
4/11/2024 Security Financial Services INC.15,112$1.30M0.3%+441.6%0.187%
4/11/2024 International Assets Investment Management LLC3,064$266K0.0%+458.1%0.038%
4/10/2024 SOA Wealth Advisors LLC.5,761$496K0.1%+500.1%0.071%
4/10/2024 Legacy Financial Strategies LLC247,896$21.36M5.5%+478.7%3.060%
4/10/2024 Grassi Investment Management5,555$479K0.0%+499.9%0.069%
4/10/2024 Bank of New Hampshire2,580$222K0.1%+500.0%0.032%
4/5/2024 Capital Market Strategies LLC4,530$390K0.3%+500.0%0.056%
4/5/2024 CWM LLC63,941$5.51M0.1%+498.0%0.789%
3/22/2024PNC Financial Services Group Inc.16,680$7.48M0.0%+0.9%0.206%
3/15/2024B. Riley Wealth Advisors Inc.4,284$1.92M0.1%-2.8%0.053%
3/4/2024 Fortis Group Advisors LLC134$60K0.0%+100.0%0.002%
3/1/2024Creekmur Asset Management LLC1,727$774K0.2%N/A0.021%
3/1/2024Goldman Sachs Group Inc.53,038$23.77M0.0%+3.3%0.655%
2/28/2024EP Wealth Advisors LLC914$410K0.0%-3.9%0.011%
2/23/2024Beacon Financial Group457$205K0.0%N/A0.006%
2/21/2024WNY Asset Management LLC500$224K0.0%N/A0.006%
2/21/2024Garde Capital Inc.235$105K0.0%N/A0.003%
2/15/2024Fort Sheridan Advisors LLC3,837$1.72M0.3%-4.3%0.047%
2/15/2024Comerica Bank2,605$1.17M0.0%+5.5%0.032%
2/14/2024Midland Wealth Advisors LLC4,106$1.84M0.1%N/A0.051%
2/14/2024LM Advisors LLC500$224K0.0%N/A0.006%
2/14/2024Icon Wealth Advisors LLC2,448$1.10M0.1%N/A0.030%
2/14/2024Humankind Investments LLC8,155$3.66M1.1%N/A0.101%
2/13/2024Stephens Inc. AR3,563$1.60M0.0%-1.5%0.044%
2/13/2024 Gray Foundation87,014$39.00M13.8%N/A1.074%
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2/13/2024Tower Research Capital LLC TRC 192$86K0.0%-95.3%0.002%
2/12/2024GM Advisory Group LLC45,122$20.22M1.5%-3.9%0.557%
2/12/2024Scotia Capital Inc.11,049$4.95M0.0%+7.0%0.136%
2/12/2024Avestar Capital LLC26,263$11.77M1.3%-15.2%0.324%
2/12/2024Roundview Capital LLC676$303K0.0%-9.5%0.008%
2/12/2024Boston Family Office LLC2,041$915K0.1%-2.6%0.025%
2/12/2024Stifel Financial Corp21,272$9.53M0.0%+7.4%0.263%
2/12/2024Steward Partners Investment Advisory LLC1,179$528K0.0%-39.6%0.015%
2/12/2024Cape Investment Advisory Inc.68$30K0.0%-54.1%0.001%
2/9/2024Advisory Services Network LLC5,701$2.56M0.1%-0.9%0.070%
(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, 309 institutional investors and hedge funds held shares of iShares Expanded Tech Sector ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($139.07M), Bank of America Corp DE ($126.27M), Bank of Montreal Can ($85.27M), Signature Estate & Investment Advisors LLC ($82.87M), Cerity Partners LLC ($79.33M), Royal Bank of Canada ($77.00M), and WestEnd Advisors LLC ($66.76M).Learn more on IGM's institutional investors.

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

Of the 258 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: Janney Montgomery Scott LLC ($794.69K), Raymond James & Associates ($723.82K), Envestnet Asset Management Inc. ($648.97K), International Assets Investment Management LLC ($607.39K), Bank of America Corp DE ($593.40K), Gray Foundation ($522.08K), and Mirae Asset Global Investments Co. Ltd. ($328.40K).

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

Institutional investors have bought a total of 7,565,602 shares in the last 24 months. This purchase volume represents approximately $538.12M in transactions.

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

Of the 170 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: Janney Montgomery Scott LLC ($632.79K), Envestnet Asset Management Inc. ($627.82K), Raymond James & Associates ($544.66K), Bank of America Corp DE ($354.72K), Truist Financial Corp ($262.05K), WestEnd Advisors LLC ($228.21K), and Equitable Holdings Inc. ($78.36K).

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

Institutional investors have sold a total of 3,164,560 shares in the last 24 months. This volume of shares sold represents approximately $151.18M in transactions.


This page (NYSEARCA:IGM) was last updated on 5/2/2024 by MarketBeat.com Staff

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