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
Search
Sign in
Sign up
PMFA
Plante Moran Financial Advisors’s
iShares Expanded Tech Sector ETF
IGM
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
IGM Stock Details
IGM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-636
Closed
-$54.8K
–
843
2024
Q1
$54.8K
Buy
+636
New
+$51.8K
0.01%
319
2019
Q4
–
Sell
-6,000
Closed
-$217K
–
816
2019
Q3
$217K
Hold
6,000
–
–
0.06%
147
2019
Q2
$216K
Hold
6,000
–
–
0.07%
136
2019
Q1
$206K
Hold
6,000
–
–
0.06%
146
2018
Q4
$172K
Hold
6,000
–
–
0.06%
149
2018
Q3
$209K
Hold
6,000
–
–
0.07%
142
2018
Q2
$193K
Hold
6,000
–
–
0.1%
166
2018
Q1
$179K
Hold
6,000
–
–
0.1%
163
2017
Q4
$169K
Hold
6,000
–
–
0.09%
161
2017
Q3
$155K
Hold
6,000
–
–
0.09%
155
2017
Q2
$145K
Hold
6,000
–
–
0.09%
152
2017
Q1
$138K
Hold
6,000
–
–
0.08%
168
2016
Q4
$124K
Hold
6,000
–
–
0.08%
191
2016
Q3
$124K
Hold
6,000
–
–
0.08%
175
2016
Q2
$110K
Hold
6,000
–
–
0.08%
174
2016
Q1
$111K
Hold
6,000
–
–
0.09%
163
2015
Q4
$111K
Hold
6,000
–
–
0.08%
171
2015
Q3
$100K
Hold
6,000
–
–
0.08%
175
2015
Q2
$104K
Hold
6,000
–
–
0.07%
185
2015
Q1
$103K
Buy
+6,000
New
+$103K
0.07%
181
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SEIA
Signature Estate & Investment Advisors
Los Angeles, California
$4.94B AUM
23.73%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
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
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
DWM
Destination Wealth Management
Walnut Creek, California
$3.85B AUM
13%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close