Who owns iShares S&P NA Tech. Sec. Idx. Fd.?
- Ticker: IGM
- CUSIP Number: 464287549
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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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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 | 2.8M | $273M | 1% | Sep 2024 |
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Equitable Holdings | 2.0M | $189M | -5% | Jun 2024 |
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Morgan Stanley | 2.0M | $185M | 16% | Jun 2024 |
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Signature Estate and Investment Advisors | 1.9M | $178M | 4% | Sep 2024 |
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Royal Bank of Canada | 1.2M | $116M | 1% | Sep 2024 |
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HPM Partners | 990k | $95M | 0% | Sep 2024 |
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LPL Financial | 896k | $86M | 3% | Sep 2024 |
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Jpmorgan Chase & Co | 735k | $71M | 14% | Sep 2024 |
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YCMNET Advisors | 673k | $63M | -5% | Jun 2024 |
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Gray Foundation | 522k | $50M | 0% | Sep 2024 |
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Wells Fargo & Company | 458k | $44M | 2% | Sep 2024 |
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Envestnet Asset Management | 425k | $41M | 35% | Sep 2024 |
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Raymond James Financial Services Advisors | 335k | $32M | -22% | Sep 2024 |
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Portfolio Strategies | 305k | $29M | -1% | Sep 2024 |
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Commonwealth Equity Services | 287k | $28M | 14% | Sep 2024 |
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Raymond James & Associates | 285k | $27M | -5% | Sep 2024 |
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Mirae Asset Global Investments | 257k | $25M | -2% | Sep 2024 |
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Legacy Financial Strategies | 246k | $24M | -6% | Sep 2024 |
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Stuart Chaussee & Associates | 235k | $22M | -1% | Jun 2024 |
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Janney Montgomery Scott | 208k | $20M | 0% | Sep 2024 |
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Goldman Sachs Group | 179k | $17M | 2% | Jun 2024 |
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Advisor Group Holdings | 167k | $16M | 68% | Sep 2024 |
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Mathes Company | 163k | $16M | 0% | Sep 2024 |
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Bailard | 152k | $15M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 136k | $13M | -22% | Sep 2024 |
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Stifel Financial | 135k | $13M | 7% | Jun 2024 |
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HB Wealth Management | 130k | $13M | 9% | Sep 2024 |
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CIBC World Markets | 120k | $12M | -4% | Sep 2024 |
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Northeast Financial Consultants | 115k | $11M | 1% | Sep 2024 |
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Branch Banking & Trust Company | 111k | $11M | 2% | Jun 2024 |
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CIC Wealth | 104k | $10M | 1% | Sep 2024 |
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Cambridge Investment Research Advisors | 103k | $9.9M | -4% | Sep 2024 |
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GM Advisory | 99k | $9.5M | -66% | Sep 2024 |
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Avestar Capital | 99k | $9.3M | -3% | Jun 2024 |
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Pnc Financial Services | 93k | $8.9M | -2% | Sep 2024 |
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Carnick & Kubik | 93k | $8.9M | 47% | Sep 2024 |
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Goss Wealth Management | 87k | $8.2M | 92% | Jun 2024 |
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Fairscale Capital | 82k | $7.9M | 4% | Sep 2024 |
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White Lighthouse Investment Management | 79k | $7.6M | 1% | Sep 2024 |
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Midland Wealth Advisors | 74k | $7.1M | 0% | Sep 2024 |
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WealthBridge Capital Management | 69k | $6.6M | 0% | Sep 2024 |
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Belpointe Asset Management | 67k | $6.3M | 100% | Jun 2024 |
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Deutsche Bank Aktiengesellschaft | 67k | $6.4M | 0% | Sep 2024 |
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Dynamic Wealth Strategies | 66k | $6.2M | -5% | Jun 2024 |
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OVERSEA-CHINESE BANKING Corp | 66k | $6.3M | 100% | Sep 2024 |
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Scotia Capital | 64k | $6.1M | -4% | Sep 2024 |
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Meridian Wealth Management | 63k | $6.1M | 100% | Sep 2024 |
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CWM | 62k | $6.0M | -2% | Sep 2024 |
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Private Advisor | 62k | $6.0M | 1% | Sep 2024 |
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Asset Managment | 60k | $5.7M | 0% | Sep 2024 |
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Baker Avenue Asset Management | 58k | $5.6M | 2107% | Sep 2024 |
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Graves-Light Private Wealth Management | 57k | $5.4M | 0% | Jun 2024 |
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First Trust Advisors | 57k | $5.4M | -14% | Sep 2024 |
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Aft, Forsyth and Company | 56k | $5.3M | 0% | Jun 2024 |
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HighTower Advisors | 55k | $5.2M | 70% | Jun 2024 |
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Acima Private Wealth | 53k | $5.1M | 0% | Sep 2024 |
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Apexium Financial | 53k | $5.1M | -5% | Sep 2024 |
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Susquehanna International | 52k | $5.0M | -68% | Sep 2024 |
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Adviser Investments | 50k | $4.8M | 175% | Sep 2024 |
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Humankind Investments | 49k | $4.6M | 0% | Jun 2024 |
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Cetera Investment Advisers | 48k | $4.5M | -6% | Jun 2024 |
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Bank of New York Mellon | 47k | $4.5M | 2% | Sep 2024 |
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Interactive Financial Advisors | 43k | $4.1M | 4% | Sep 2024 |
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Empirical Asset Management | 41k | $945k | 0% | Sep 2024 |
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Rockefeller Capital Management | 41k | $3.8M | 3% | Jun 2024 |
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Meridian Investment Counsel | 39k | $3.8M | -2% | Sep 2024 |
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KKM Financial | 38k | $3.7M | -22% | Sep 2024 |
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One Capital Management | 37k | $3.5M | 21% | Sep 2024 |
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Advisory Services Network | 37k | $3.5M | 0% | Sep 2024 |
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Campion Asset Management | 35k | $3.4M | 4% | Sep 2024 |
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Sheets Smith Wealth Management | 34k | $3.3M | -28% | Sep 2024 |
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Milestone Investment Advisors | 33k | $3.2M | -6% | Sep 2024 |
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Traphagen Investment Advisors | 33k | $3.2M | -1% | Sep 2024 |
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Pinnacle Family Advisors | 33k | $3.1M | 100% | Jun 2024 |
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Manufacturers Life Insurance Company | 30k | $2.8M | 100% | Jun 2024 |
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Spectrum Wealth Counsel | 30k | $2.8M | 100% | Sep 2024 |
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National Asset Management | 29k | $2.8M | 562% | Jun 2024 |
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Sanctuary Advisors | 28k | $2.4M | 100% | Jun 2024 |
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Sowell Financial Services | 28k | $2.6M | 0% | Sep 2024 |
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Migdal Insurance & Financial Holdings | 26k | $2.5M | -4% | Sep 2024 |
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Shelton Wealth Management | 26k | $2.5M | -8% | Sep 2024 |
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Clarity Wealth Advisors | 24k | $2.3M | -2% | Sep 2024 |
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Creative Planning | 24k | $2.3M | 16% | Sep 2024 |
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Captrust Financial Advisors | 23k | $2.2M | 0% | Sep 2024 |
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Stephens | 23k | $2.2M | 7% | Sep 2024 |
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Wealth Enhancement Advisory Services | 23k | $2.1M | 20% | Jun 2024 |
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Mercer Global Advisors | 22k | $2.1M | -6% | Jun 2024 |
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National Bank Of Canada /fi/ | 22k | $2.1M | -1% | Sep 2024 |
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Prospera Financial Services | 21k | $2.0M | 4% | Sep 2024 |
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Atria Wealth Solutions | 20k | $1.9M | 2% | Sep 2024 |
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Alliancebernstein | 20k | $1.9M | -28% | Jun 2024 |
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Resources Investment Advisors | 20k | $1.9M | 33% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 19k | $1.8M | -4% | Sep 2024 |
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Houlihan Financial Resource Group | 19k | $1.8M | 100% | Sep 2024 |
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Perigon Wealth Management | 18k | $1.7M | 4% | Sep 2024 |
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Webster Bank, N. A. | 18k | $1.7M | 0% | Sep 2024 |
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Smith, Moore & Co. | 18k | $1.7M | -3% | Sep 2024 |
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M^T Bank Corporation | 18k | $1.7M | 0% | Sep 2024 |
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Caldwell Sutter Capital | 17k | $1.6M | 0% | Sep 2024 |
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H D Vest Advisory Services | 17k | $1.6M | 4% | Jun 2024 |
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Kestra Advisory Services | 16k | $1.5M | 1% | Sep 2024 |
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Tyler-Stone Wealth Management | 16k | $1.5M | 100% | Sep 2024 |
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Great Valley Advisor Group | 16k | $1.5M | -7% | Sep 2024 |
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Osterweis Capital Management | 16k | $1.5M | 1246% | Jun 2024 |
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Brown Advisory Holdings Incorporated | 16k | $1.5M | -29% | Jun 2024 |
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Security Financial Services | 16k | $1.5M | 4% | Sep 2024 |
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Nikulski Financial | 15k | $1.5M | -12% | Sep 2024 |
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DiMeo Schneider & Associates | 15k | $1.4M | -6% | Sep 2024 |
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Clifford Swan Investment Counsel | 15k | $1.4M | 0% | Sep 2024 |
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Icon Wealth Advisors | 15k | $1.4M | 0% | Sep 2024 |
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Global Retirement Partners | 14k | $1.3M | 7% | Sep 2024 |
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Mml Investors Services | 14k | $1.3M | 31% | Sep 2024 |
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Citadel Advisors | 14k | $1.3M | 100% | Sep 2024 |
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Northern Trust | 13k | $1.2M | -12% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 13k | $1.2M | 0% | Sep 2024 |
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Hilltop Holdings | 13k | $1.2M | 72% | Sep 2024 |
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Family Firm | 12k | $1.2M | 5% | Sep 2024 |
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Golub Group | 12k | $1.2M | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 12k | $1.2M | 712% | Sep 2024 |
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Boston Family Office | 12k | $1.1M | -3% | Jun 2024 |
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Bleakley Financial Group | 12k | $1.1M | 100% | Sep 2024 |
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Ayalon Holdings | 12k | $1.1M | 0% | Sep 2024 |
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Us Bancorp | 11k | $1.1M | 4% | Sep 2024 |
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AlTi Global | 11k | $1.0M | 0% | Sep 2024 |
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Emerald Investment Partners | 11k | $1.0M | 100% | Sep 2024 |
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Atria Investments | 11k | $1.0M | -35% | Sep 2024 |
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Stratos Wealth Partners | 10k | $981k | 42% | Sep 2024 |
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Kathryn A. Hall | 10k | $958k | 0% | Sep 2024 |
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Clarius | 9.8k | $938k | 0% | Sep 2024 |
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Miracle Mile Advisors | 9.8k | $936k | 0% | Sep 2024 |
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Brian McDonald | 9.8k | $936k | 11% | Sep 2024 |
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Hazlett, Burt & Watson | 9.7k | $930k | 1% | Sep 2024 |
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RMR Wealth Builders | 9.6k | $922k | -1% | Sep 2024 |
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Jane Street | 9.6k | $921k | 86% | Sep 2024 |
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Steel Peak Wealth Management | 9.5k | $911k | -93% | Sep 2024 |
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Capital Wealth Alliance | 9.5k | $908k | -16% | Sep 2024 |
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Global Financial Private Client | 9.4k | $902k | 0% | Sep 2024 |
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One Wealth Advisors | 9.3k | $896k | -8% | Sep 2024 |
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D. E. Shaw & Co | 9.3k | $892k | 100% | Sep 2024 |
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Peapack Gladstone Financial Corp | 9.3k | $877k | 0% | Jun 2024 |
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Proequities | 9.2k | $885M | 13% | Sep 2024 |
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Creekmur Asset Management | 9.1k | $871k | 0% | Sep 2024 |
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Citigroup | 8.8k | $847k | -10% | Sep 2024 |
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Bradley, Foster & Sargent | 8.7k | $837k | -1% | Sep 2024 |
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Kearns & Associates | 8.2k | $789k | 0% | Sep 2024 |
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Willis Johnson & Associates | 8.0k | $772k | -2% | Sep 2024 |
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Wealthtrust Axiom | 8.0k | $750k | 0% | Jun 2024 |
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Raymond James Trust | 7.8k | $747k | 5% | Sep 2024 |
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Cypress Wealth Services | 7.8k | $744k | 3% | Sep 2024 |
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Horizon Bancorp | 4.9k | $463k | -45% | Jun 2024 |
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Atomi Financial Group | 3.1k | $295k | -67% | Sep 2024 |
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U.S. Capital Wealth Advisors | 2.4k | $228k | -90% | Sep 2024 |
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Money Concepts Capital Corp | 2.2k | $209k | -88% | Sep 2024 |
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Belvedere Trading | 2.1k | $202k | -85% | Sep 2024 |
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Fortis Group Advisors | 402.00 | $39k | -98% | Sep 2024 |
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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 |
---|---|---|---|
KP Management | Jun 2024 | 50k | $4.3M |
IMC-Chicago | Jun 2024 | 20k | $1.9M |
WESPAC Advisors | Jun 2024 | 15k | $1.4M |
Crescent Grove Advisors | Jun 2024 | 14k | $1.4M |
Pallas Capital Advisors | Jun 2024 | 14k | $1.3M |