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AG
Advisor Group’s
iShares Expanded Tech Sector ETF
IGM
Stock Holding History
Advisor Group’s Portfolio
IGM Stock Details
IGM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
$1.55M
Sell
38,382
-12,642
-25%
-$481K
0.01%
946
2019
Q3
$1.84M
Buy
51,024
+9,270
+22%
+$339K
0.01%
797
2019
Q2
$1.5M
Buy
41,754
+9,078
+28%
+$321K
0.01%
896
2019
Q1
$1.12M
Buy
32,676
+3,324
+11%
+$107K
0.01%
1014
2018
Q4
$839K
Buy
29,352
+3,606
+14%
+$112K
0.01%
1052
2018
Q3
$899K
Buy
25,746
+17,784
+223%
+$603K
0.01%
1060
2018
Q2
$256K
Buy
7,962
+768
+11%
+$24.2K
﹤0.01%
1790
2018
Q1
$215K
Sell
7,194
-258
-3%
-$7.83K
﹤0.01%
1923
2017
Q4
$209K
Buy
7,452
+3,348
+82%
+$92.5K
﹤0.01%
1969
2017
Q3
$106K
Sell
4,104
-108
-3%
-$2.73K
﹤0.01%
2350
2017
Q2
$102K
Sell
4,212
-1,692
-29%
-$40.6K
﹤0.01%
2285
2017
Q1
$137K
Buy
5,904
+978
+20%
+$21.7K
﹤0.01%
1937
2016
Q4
$102K
Buy
4,926
+1,422
+41%
+$29.3K
﹤0.01%
2053
2016
Q3
$72K
Sell
3,504
-76,530
-96%
-$1.52M
﹤0.01%
2245
2016
Q2
$1.47M
Buy
+80,034
New
+$1.47M
0.04%
475
Other funds holding IGM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
DWM
Destination Wealth Management
Walnut Creek, California
$3.85B AUM
13%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SEIA
Signature Estate & Investment Advisors
Los Angeles, California
$5.56B AUM
26.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75.1B AUM
31.89%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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