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AP
Advisors Preferred’s
iShares Expanded Tech Sector ETF
IGM
Stock Holding History
Advisors Preferred’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
2024
Q3
–
Sell
-3,616
Closed
-$343K
–
221
2024
Q2
$343K
Buy
3,616
+1,804
+100%
+$158K
0.06%
110
2024
Q1
$157K
Buy
+1,812
New
+$148K
0.03%
128
2018
Q4
–
Sell
-4,644
Closed
-$162K
–
165
2018
Q3
$162K
Buy
4,644
+138
+3%
+$4.68K
0.07%
92
2018
Q2
$145K
Buy
4,506
+3,036
+207%
+$95.7K
0.06%
112
2018
Q1
$44K
Sell
1,470
-2,652
-64%
-$80.5K
0.02%
168
2017
Q4
$116K
Buy
+4,122
New
+$114K
0.05%
112
2017
Q3
–
Sell
-1,560
Closed
-$38K
–
246
2017
Q2
$38K
Buy
+1,560
New
+$37.5K
0.02%
155
2016
Q4
–
Sell
-2,514
Closed
-$52K
–
230
2016
Q3
$52K
Buy
+2,514
New
+$49.8K
0.02%
145
2016
Q1
–
Sell
-2,736
Closed
-$50K
–
228
2015
Q4
$50K
Buy
2,736
+1,878
+219%
+$34.6K
0.03%
99
2015
Q3
$14K
Sell
858
-1,494
-64%
-$25.9K
0.02%
125
2015
Q2
$41K
Buy
2,352
+258
+12%
+$4.57K
0.02%
132
2015
Q1
$36K
Buy
+2,094
New
+$35.9K
0.02%
147
2014
Q4
–
Sell
-5,526
Closed
-$90.1K
–
308
2014
Q3
$90.1K
Buy
+5,526
New
+$89.9K
0.06%
103
2014
Q1
–
Sell
-6,846
Closed
-$102K
–
380
2013
Q4
$102K
Buy
+6,846
New
+$96K
0.06%
131
Other funds holding IGM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
SEIA
Signature Estate & Investment Advisors
Los Angeles, California
$5.56B AUM
26.66%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
DWM
Destination Wealth Management
Walnut Creek, California
$3.85B AUM
13%
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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