Who owns iShares S&P NA Tech. Sec. Idx. Fd.?
- Ticker: IGM
- CUSIP Number: 464287549
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P NA Tech. Sec. Idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P NA Tech. Sec. Idx stock
Who bought or sold iShares S&P NA Tech. Sec. Idx. Fd. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 449k | $201M | 4% | Dec 2023 |
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| Bank Of Montreal | 417k | $188M | 19% | Dec 2023 |
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| Legacy Financial Strategies | 248k | $21M | 479% | Mar 2024 |
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| Royal Bank of Canada | 202k | $91M | 0% | Dec 2023 |
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| Signature Estate and Investment Advisors | 185k | $83M | -2% | Dec 2023 |
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| HPM Partners | 177k | $79M | 541% | Dec 2023 |
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| Jpmorgan Chase & Co | 107k | $48M | 129% | Dec 2023 |
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| CIC Wealth | 103k | $8.8M | 494% | Mar 2024 |
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| Raymond James & Associates | 64k | $29M | 0% | Dec 2023 |
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| CWM | 64k | $5.5M | 498% | Mar 2024 |
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| Carnick & Kubik | 63k | $5.4M | 549% | Mar 2024 |
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| Wells Fargo & Company | 62k | $28M | -4% | Dec 2023 |
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| UBS Group | 59k | $26M | 14% | Dec 2023 |
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| Goldman Sachs Group | 53k | $24M | 3% | Dec 2023 |
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| Mirae Asset Global Investments | 48k | $22M | -7% | Dec 2023 |
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| GM Advisory | 45k | $20M | -4% | Dec 2023 |
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| Raymond James Financial Services Advisors | 45k | $20M | 1% | Dec 2023 |
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| Janney Montgomery Scott | 40k | $18M | -2% | Dec 2023 |
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| Stuart Chaussee & Associates | 40k | $18M | -2% | Dec 2023 |
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| Commonwealth Equity Services | 32k | $14M | -36% | Dec 2023 |
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| Bailard | 28k | $13M | 2% | Dec 2023 |
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| Mathes Company | 27k | $12M | 0% | Dec 2023 |
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| Clarity Wealth Advisors | 27k | $2.3M | 497% | Mar 2024 |
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| Mariner Wealth Advisors | 26k | $12M | 20% | Dec 2023 |
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| Avestar Capital | 26k | $12M | -15% | Dec 2023 |
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| AE Wealth Management | 24k | $11M | -33% | Dec 2023 |
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| Stifel Financial | 21k | $9.5M | 7% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 19k | $1.6M | 506% | Mar 2024 |
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| Branch Banking & Trust Company | 19k | $8.4M | -7% | Dec 2023 |
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| Advisor Group Holdings | 19k | $8.4M | -25% | Dec 2023 |
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| Webster Bank, N. A. | 18k | $1.6M | 500% | Mar 2024 |
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| Nikulski Financial | 17k | $1.5M | 602% | Mar 2024 |
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| Pnc Financial Services | 17k | $7.5M | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 16k | $7.1M | -2% | Dec 2023 |
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| Security Financial Services | 15k | $1.3M | 442% | Mar 2024 |
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| Clifford Swan Investment Counsel | 15k | $1.3M | 500% | Mar 2024 |
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| Pallas Capital Advisors | 15k | $1.3M | 490% | Mar 2024 |
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| White Lighthouse Investment Management | 13k | $6.0M | -1% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 13k | $1.1M | 500% | Mar 2024 |
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| Citadel Advisors | 13k | $5.7M | -17% | Dec 2023 |
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| WealthBridge Capital Management | 12k | $5.4M | 0% | Dec 2023 |
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| Ayalon Holdings | 12k | $1.0M | 500% | Mar 2024 |
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| Dagco | 12k | $5.2M | 100% | Dec 2023 |
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| Meridian Wealth Management | 12k | $5.2M | -47% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 11k | $5.0M | 0% | Dec 2023 |
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| Scotia Capital | 11k | $5.0M | 7% | Dec 2023 |
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| HB Wealth Management | 11k | $4.9M | 0% | Dec 2023 |
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| Graves-Light Private Wealth Management | 11k | $4.7M | 0% | Dec 2023 |
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| RMR Wealth Builders | 10k | $889k | 576% | Mar 2024 |
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| Apexium Financial | 9.8k | $4.4M | -19% | Dec 2023 |
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| Clarius | 9.8k | $842k | 500% | Mar 2024 |
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| Miracle Mile Advisors | 9.8k | $841k | 500% | Mar 2024 |
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| Aft, Forsyth and Company | 9.4k | $4.2M | -2% | Dec 2023 |
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| Acima Private Wealth | 8.9k | $4.0M | 0% | Dec 2023 |
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| Private Advisor | 8.6k | $3.9M | 70% | Dec 2023 |
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| HighTower Advisors | 8.0k | $3.6M | 32% | Dec 2023 |
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| One Wealth Advisors | 7.6k | $652k | 488% | Mar 2024 |
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| Cypress Wealth Services | 7.5k | $649k | 500% | Mar 2024 |
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| Stratos Wealth Partners | 7.4k | $639k | 470% | Mar 2024 |
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| Bank of New York Mellon | 6.9k | $3.1M | -2% | Dec 2023 |
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| Meridian Investment Counsel | 6.8k | $3.1M | 0% | Dec 2023 |
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| Sunbelt Securities | 6.2k | $533k | 3039% | Mar 2024 |
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| Milestone Investment Advisors | 6.2k | $2.8M | 0% | Dec 2023 |
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| SOA Wealth Advisors | 5.8k | $497k | 500% | Mar 2024 |
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| St. Johns Investment Management Company | 5.7k | $493k | 500% | Mar 2024 |
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| Advisory Services Network | 5.7k | $2.6M | -1% | Dec 2023 |
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| Campion Asset Management | 5.4k | $2.4M | -7% | Dec 2023 |
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| Saxon Interests | 5.4k | $464k | 497% | Mar 2024 |
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| One Capital Management | 5.0k | $2.2M | -9% | Dec 2023 |
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| KKM Financial | 5.0k | $2.2M | 100% | Dec 2023 |
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| Atria Investments | 4.9k | $2.2M | 9% | Dec 2023 |
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| Hudson Valley Investment Advisors | 4.8k | $414k | 500% | Mar 2024 |
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| Capital Market Strategies | 4.5k | $390k | 500% | Mar 2024 |
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| Interactive Financial Advisors | 4.5k | $541k | -32% | Dec 2023 |
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| Migdal Insurance & Financial Holdings | 4.5k | $2.0M | -9% | Dec 2023 |
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| Southland Equity Partners | 4.4k | $376k | 552% | Mar 2024 |
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| National Asset Management | 4.3k | $1.9M | -3% | Dec 2023 |
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| Patten | 4.1k | $354k | 500% | Mar 2024 |
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| Midland Wealth Advisors | 4.1k | $1.8M | 100% | Dec 2023 |
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| Hubbell Strickland Wealth Management | 3.9k | $339k | 500% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 3.9k | $1.8M | 100% | Dec 2023 |
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| Cutler | 3.7k | $167k | -76% | Dec 2023 |
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| National Bank Of Canada /fi/ | 3.7k | $1.6M | -3% | Dec 2023 |
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| Mercer Global Advisors | 3.6k | $1.6M | 15% | Dec 2023 |
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| Captrust Financial Advisors | 3.6k | $1.6M | 0% | Dec 2023 |
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| Red Door Wealth Management | 3.6k | $307k | 500% | Mar 2024 |
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| Creative Planning | 3.4k | $1.5M | 6% | Dec 2023 |
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| Norwood Financial Corp | 3.4k | $295k | 500% | Mar 2024 |
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| Channel Wealth | 3.4k | $293k | 500% | Mar 2024 |
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| Houlihan Financial Resource Group | 3.2k | $1.4M | 3% | Dec 2023 |
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| Atria Wealth Solutions | 3.2k | $1.4M | 5% | Dec 2023 |
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| Prospera Financial Services | 3.1k | $1.4M | 4% | Dec 2023 |
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| WESPAC Advisors | 3.1k | $1.4M | 100% | Dec 2023 |
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| International Assets Investment Management | 3.1k | $266k | 458% | Mar 2024 |
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| Crescent Grove Advisors | 3.0k | $1.3M | 0% | Dec 2023 |
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| Caldwell Sutter Capital | 2.9k | $1.3M | 19% | Dec 2023 |
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| M^T Bank Corporation | 2.9k | $1.3M | 36% | Dec 2023 |
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| H D Vest Advisory Services | 2.8k | $1.3M | 10% | Dec 2023 |
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| Perigon Wealth Management | 2.8k | $1.2M | 27% | Dec 2023 |
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| Kestra Advisory Services | 2.6k | $1.2M | 17% | Dec 2023 |
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| Icon Wealth Advisors | 2.4k | $1.1M | 100% | Dec 2023 |
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| Calton & Associates | 2.4k | $205k | 100% | Mar 2024 |
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| Wealthsource Partners | 2.3k | $1.0M | 20% | Dec 2023 |
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| Harmony Asset Management | 2.2k | $965k | 100% | Dec 2023 |
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| Family Firm | 2.1k | $947k | -4% | Dec 2023 |
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| Boston Family Office | 2.0k | $915k | -3% | Dec 2023 |
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| Capital Wealth Alliance | 2.0k | $913k | 58% | Dec 2023 |
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| Adviser Investments | 2.0k | $902k | 100% | Dec 2023 |
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| Emerald Investment Partners | 1.8k | $807k | 0% | Dec 2023 |
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| Creekmur Asset Management | 1.7k | $774k | 100% | Dec 2023 |
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| Baird Financial | 1.7k | $756k | -12% | Dec 2023 |
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| Citigroup | 1.6k | $736k | -4% | Dec 2023 |
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| Kesler, Norman & Wride | 1.6k | $731k | 15% | Dec 2023 |
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| Horizon Bancorp | 1.6k | $695k | 17% | Dec 2023 |
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| AlTi Global | 1.5k | $672k | 100% | Dec 2023 |
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| Retirement Planning Co of New England | 1.5k | $663k | 1% | Dec 2023 |
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| Willis Johnson & Associates | 1.5k | $662k | -4% | Dec 2023 |
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| Bradley, Foster & Sargent | 1.5k | $661k | 0% | Dec 2023 |
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| Us Bancorp | 1.5k | $659k | -9% | Dec 2023 |
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| Kearns & Associates | 1.4k | $615k | 0% | Dec 2023 |
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| Wealthtrust Axiom | 1.3k | $594k | 0% | Dec 2023 |
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| Tyler-Stone Wealth Management | 1.3k | $579k | 0% | Dec 2023 |
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| Keebeck Wealth Management | 1.3k | $579k | -3% | Dec 2023 |
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| Baldwin Brothers | 1.3k | $110k | 500% | Mar 2024 |
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| SageView Advisory Group | 1.2k | $570k | 0% | Dec 2023 |
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| Lazard Asset Management | 1.2k | $531k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.2k | $528k | -40% | Dec 2023 |
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| Eastern Bank | 1.2k | $528k | -6% | Dec 2023 |
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| Seaward Management Limited Partnership | 1.2k | $527k | 0% | Dec 2023 |
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| Northstar Asset Management | 1.2k | $524k | 0% | Dec 2023 |
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| Mystic Asset Management | 1.2k | $517k | 7% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 1.1k | $505k | 0% | Dec 2023 |
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| Bristlecone Advisors | 1.1k | $500k | 0% | Dec 2023 |
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| Sound View Wealth Advisors Group | 1.1k | $497k | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 1.1k | $489k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 1.1k | $479k | 0% | Dec 2023 |
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| Franklin Resources | 1.0k | $465k | 0% | Dec 2023 |
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| Proequities | 1.0k | $463M | 50% | Dec 2023 |
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| Commerce Bank N A | 1.0k | $459k | 0% | Dec 2023 |
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| P.J. Schmidt Investment Management | 1.0k | $482k | -5% | Dec 2023 |
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| J.w. Cole Advisors | 1.0k | $449k | 100% | Dec 2023 |
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| Private Capital Management | 1.0k | $448k | 0% | Dec 2023 |
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| Raymond James Trust | 970.00 | $435k | 100% | Dec 2023 |
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| Independence Bank of Kentucky | 960.00 | $83k | 500% | Mar 2024 |
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| Hardesty Capital Management Corp. | 950.00 | $426k | 0% | Dec 2023 |
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| Becker Capital Management | 933.00 | $418k | -28% | Dec 2023 |
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| Grassi Investment Management | 926.00 | $415k | 0% | Dec 2023 |
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| EP Wealth Advisors | 914.00 | $410k | -4% | Dec 2023 |
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| Moors & Cabot | 908.00 | $407k | 100% | Dec 2023 |
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| Buckingham Asset Management | 900.00 | $403k | 0% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 850.00 | $381k | -6% | Dec 2023 |
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Who sold out of iShares S&P NA Tech. Sec. Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Trading | Sep 2023 | 31k | $12M |
| Steel Peak Wealth Management | Dec 2023 | 23k | $10M |
| Teamwork Financial Advisors | Sep 2023 | 4.5k | $1.7M |
| Sigma Planning | Sep 2023 | 902.00 | $345k |