Shira Ridge Wealth Management Has $11.64 Million Stake in iShares Expanded Tech Sector ETF $IGM

Shira Ridge Wealth Management trimmed its position in shares of iShares Expanded Tech Sector ETF (NYSEARCA:IGM) by 7.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 90,129 shares of the exchange traded fund’s stock after selling 7,009 shares during the quarter. iShares Expanded Tech Sector ETF comprises about 4.7% of Shira Ridge Wealth Management’s investment portfolio, making the stock its 6th largest holding. Shira Ridge Wealth Management owned approximately 0.13% of iShares Expanded Tech Sector ETF worth $11,641,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. WestEnd Advisors LLC acquired a new position in shares of iShares Expanded Tech Sector ETF during the third quarter worth $224,760,000. Assetmark Inc. boosted its position in shares of iShares Expanded Tech Sector ETF by 22,603.5% in the 3rd quarter. Assetmark Inc. now owns 195,477 shares of the exchange traded fund’s stock worth $24,620,000 after purchasing an additional 194,616 shares in the last quarter. B. Riley Wealth Advisors Inc. acquired a new stake in shares of iShares Expanded Tech Sector ETF in the 2nd quarter worth $2,642,000. First Horizon Corp purchased a new stake in iShares Expanded Tech Sector ETF during the 3rd quarter worth approximately $596,000. Finally, Ashton Thomas Securities LLC purchased a new stake in iShares Expanded Tech Sector ETF during the 3rd quarter valued at about $814,000.

iShares Expanded Tech Sector ETF Stock Down 1.1%

Shares of IGM stock opened at $121.13 on Wednesday. iShares Expanded Tech Sector ETF has a 52-week low of $76.26 and a 52-week high of $135.81. The stock has a market cap of $8.35 billion, a PE ratio of 34.08 and a beta of 1.27. The business has a 50-day simple moving average of $125.92 and a 200-day simple moving average of $127.71.

About iShares Expanded Tech Sector ETF

iShares North American Tech ETF, formerly iShares S&P North American Technology Sector Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, of the United States-traded technology companies, as represented by the S&P North American Technology Sector Index (the Index). The Index has been developed as an equity benchmark for the United States-traded, technology-related stocks. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index.