Purchases and Sales Made in Q1 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
248KNew |
$22.4M - $26.8M
|
248K
$25.4M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
221K+ 182.12% |
$20.1M - $24M
|
343K
$35.2M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
209KNew |
$18.9M - $22.7M
|
209K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 44.97% |
$12.1M - $14.4M
|
429K
$44.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 15.83% |
$11.3M - $13.5M
|
909K
$93.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
114K+ 1024.61% |
$10.3M - $12.3M
|
125K
$12.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 528.33% |
$10M - $12M
|
131K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99K+ 71.97% |
$8.97M - $10.7M
|
236K
$24.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
86.7KNew |
$7.86M - $9.4M
|
86.7K
$8.9M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
67.3KNew |
$6.1M - $7.3M
|
67.3K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.5K+ 1.91% |
$5.03M - $6.02M
|
2.97M
$305M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
49.7KNew |
$4.51M - $5.39M
|
49.7K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
47.2K+ 504.38% |
$4.28M - $5.12M
|
56.5K
$5.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.9K+ 60.67% |
$4.16M - $4.98M
|
121K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
42.5K+ 2.29% |
$3.86M - $4.61M
|
1.9M
$195M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38.7KNew |
$3.51M - $4.2M
|
38.7K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 3.09% |
$3.42M - $4.09M
|
1.26M
$129M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.8KNew |
$3.34M - $3.99M
|
36.8K
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.3K+ 26.6% |
$2.84M - $3.4M
|
149K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
31.3KNew |
$2.84M - $3.39M
|
31.3K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.4K+ 6.57% |
$2.39M - $2.86M
|
428K
$43.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
25.1K+ 5.91% |
$2.27M - $2.72M
|
449K
$46.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20.5KNew |
$1.86M - $2.22M
|
20.5K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4K+ 78.77% |
$1.57M - $1.88M
|
39.4K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.1K+ 9.53% |
$1.55M - $1.85M
|
196K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.46M - $1.74M
|
16.1K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.5KNew |
$1.41M - $1.68M
|
15.5K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.8K+ 67.66% |
$1.16M - $1.39M
|
31.8K
$3.26M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12K+ 53.79% |
$1.09M - $1.3M
|
34.4K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8KNew |
$979K - $1.17M
|
10.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.5KNew |
$955K - $1.14M
|
10.5K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.5K+ 1.67% |
$955K - $1.14M
|
643K
$66M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4K+ 7.78% |
$943K - $1.13M
|
144K
$14.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$934K - $1.12M
|
10.3K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 6.05% |
$926K - $1.11M
|
179K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
9.91K+ 26.51% |
$898K - $1.07M
|
47.3K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.72KNew |
$790K - $945K
|
8.72K
$895K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.17K+ 282.94% |
$741K - $887K
|
11.1K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.85KNew |
$712K - $852K
|
7.85K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.63K+ 131.88% |
$692K - $827K
|
13.4K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.36K+ 2.46% |
$667K - $798K
|
307K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.3K+ 171.16% |
$661K - $791K
|
11.6K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
7.26K+ 39.07% |
$658K - $787K
|
25.8K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.23K+ 969.8% |
$655K - $784K
|
7.97K
$818K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.76KNew |
$613K - $733K
|
6.76K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.63K+ 228.04% |
$601K - $719K
|
9.54K
$979K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.2K+ 2.45% |
$563K - $673K
|
259K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.87K+ 43.81% |
$532K - $636K
|
19.3K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.76K+ 23.82% |
$522K - $625K
|
29.9K
$3.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
5.64K+ 154.47% |
$511K - $611K
|
9.29K
$954K
|