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Raymond James Financial Services Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Raymond James Financial Services 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
Q3 		$32.2M Sell
335,430
-92,286
-22% -$8.53M 0.04% 396
2024
Q2 		$40.3M Buy
427,716
+156,117
+57% +$13.7M 0.06% 310
2024
Q1 		$23.4M Buy
271,599
+4,701
+2% +$383K 0.03% 450
2023
Q4 		$19.9M Buy
266,898
+2,238
+0.8% +$153K 0.03% 490
2023
Q3 		$16.9M Sell
264,660
-4,002
-1% -$264K 0.03% 501
2023
Q2 		$17.6M Sell
268,662
-5,616
-2% -$334K 0.03% 507
2023
Q1 		$15.5M Buy
274,278
+10,056
+4% +$524K 0.03% 527
2022
Q4 		$12.3M Sell
264,222
-54,396
-17% -$2.61M 0.02% 578
2022
Q3 		$14.7M Buy
318,618
+240
+0.1% +$12.6K 0.03% 481
2022
Q2 		$15.6M Sell
318,378
-10,338
-3% -$567K 0.03% 474
2022
Q1 		$21.3M Sell
328,716
-22,686
-6% -$1.46M 0.04% 427
2021
Q4 		$25.7M Buy
351,402
+23,280
+7% +$1.67M 0.05% 376
2021
Q3 		$22.1M Sell
328,122
-6,138
-2% -$427K 0.04% 409
2021
Q2 		$22.5M Sell
334,260
-26,676
-7% -$1.7M 0.05% 403
2021
Q1 		$21.7M Sell
360,936
-17,538
-5% -$1.05M 0.05% 372
2020
Q4 		$22.1M Sell
378,474
-9,402
-2% -$515K 0.06% 328
2020
Q3 		$20M Sell
387,876
-170,898
-31% -$8.62M 0.06% 315
2020
Q2 		$26M Sell
558,774
-236,286
-30% -$9.93M 0.08% 247
2020
Q1 		$28.1M Buy
795,060
+46,200
+6% +$1.85M 0.12% 173
2019
Q4 		$30.2M Buy
748,860
+185,202
+33% +$7.05M 0.1% 221
2019
Q3 		$20.4M Sell
563,658
-2,154
-0.4% -$78.8K 0.07% 283
2019
Q2 		$20.3M Buy
565,812
+10,224
+2% +$361K 0.08% 272
2019
Q1 		$19.1M Sell
555,588
-68,688
-11% -$2.21M 0.08% 278
2018
Q4 		$17.9M Sell
624,276
-76,536
-11% -$2.37M 0.09% 239
2018
Q3 		$24.5M Buy
700,812
+36,318
+5% +$1.23M 0.11% 200
2018
Q2 		$21.4M Buy
664,494
+86,148
+15% +$2.72M 0.11% 205
2018
Q1 		$17.3M Buy
578,346
+100,740
+21% +$3.06M 0.1% 227
2017
Q4 		$13.4M Buy
477,606
+165,738
+53% +$4.58M 0.08% 283
2017
Q3 		$8.07M Sell
311,868
-39,474
-11% -$997K 0.05% 393
2017
Q2 		$8.47M Buy
351,342
+8,274
+2% +$199K 0.06% 373
2017
Q1 		$7.92M Sell
343,068
-1,470
-0.4% -$32.7K 0.06% 348
2016
Q4 		$7.11M Buy
344,538
+70,878
+26% +$1.46M 0.06% 345
2016
Q3 		$5.64M Sell
273,660
-11,076
-4% -$219K 0.05% 404
2016
Q2 		$5.22M Buy
284,736
+3,780
+1% +$69.2K 0.05% 399
2016
Q1 		$5.18M Sell
280,956
-4,260
-1% -$73.3K 0.06% 348
2015
Q4 		$5.26M Buy
285,216
+111,276
+64% +$2.05M 0.06% 350
2015
Q3 		$2.91M Buy
173,940
+47,424
+37% +$823K 0.05% 407
2015
Q2 		$2.19M Sell
126,516
-208,146
-62% -$3.69M 0.16% 181
2015
Q1 		$5.75M Sell
334,662
-44,346
-12% -$760K 0.28% 100
2014
Q4 		$6.44M Sell
379,008
-13,350
-3% -$220K 0.33% 80
2014
Q3 		$6.4M Buy
+392,358
New +$6.39M 0.35% 73
2014
Q2 		– Sell
-383,622
Closed -$5.82M – 518
2014
Q1 		$5.82M Sell
383,622
-1,530
-0.4% -$23K 0.34% 74
2013
Q4 		$5.75M Sell
385,152
-1,020
-0.3% -$14.3K 0.35% 76
2013
Q3 		$5.13M Buy
386,172
+147,696
+62% +$1.92M 0.34% 81
2013
Q2 		$2.96M Buy
+238,476
New +$2.94M 0.09% 277

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Raymond James Financial Services Advisors's IGM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 22% in Q3 2024, selling an estimated $8.53M and leaving 335,430 shares worth $32.2M. The position accounts for 0.04% of the portfolio, ranked #396.

Raymond James Financial Services Advisors first reported a position in IGM in Q2 2013 and has held it in 45 quarters since. The position peaked at $40.3M in Q2 2024. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

  • Raymond James Financial Services Advisors held 335,430 shares of iShares Expanded Tech Sector ETF worth $32.2M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 92,286 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $8.53M.
  • iShares Expanded Tech Sector ETF made up 0.04% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #396 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 45 quarters since.
  • Raymond James Financial Services Advisors's iShares Expanded Tech Sector ETF position peaked at $40.3M in Q2 2024.
  • 382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.