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 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.47K+ 134.41% |
$496K - $593K
|
9.54K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.46K+ 28.77% |
$495K - $592K
|
24.4K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.2K+ 79.92% |
$471K - $564K
|
11.7K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.17K+ 17.83% |
$469K - $561K
|
34.2K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
4.99K+ 0.78% |
$452K - $541K
|
647K
$66.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.48K+ 19.76% |
$406K - $486K
|
27.2K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.3K+ 0.68% |
$390K - $466K
|
637K
$65.4M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.2KNew |
$381K - $456K
|
4.2K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.9K+ 16.69% |
$353K - $422K
|
27.2K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.81K+ 41.15% |
$346K - $414K
|
13.1K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.77KNew |
$342K - $409K
|
3.77K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.73K+ 5.58% |
$338K - $405K
|
70.6K
$7.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.65KNew |
$331K - $396K
|
3.65K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.52K+ 11.87% |
$320K - $382K
|
33.2K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.5K+ 108.47% |
$317K - $379K
|
6.72K
$690K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.48KNew |
$315K - $377K
|
3.48K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.39K+ 18.83% |
$307K - $367K
|
21.4K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.31KNew |
$300K - $359K
|
3.31K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.17K+ 171.1% |
$287K - $343K
|
5.02K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.02KNew |
$274K - $328K
|
3.02K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.99KNew |
$271K - $324K
|
2.99K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$268K - $321K
|
2.96K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.94KNew |
$266K - $318K
|
2.94K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.72K+ 40.01% |
$247K - $295K
|
9.52K
$977K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.6K+ 4.14% |
$235K - $282K
|
65.4K
$6.71M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.3KNew |
$209K - $249K
|
2.3K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.3KNew |
$208K - $249K
|
2.3K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 73.68% |
$204K - $244K
|
5.3K
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.2K+ 111.07% |
$199K - $238K
|
4.18K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.17K+ 724.67% |
$197K - $236K
|
2.47K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.07K+ 80.39% |
$188K - $225K
|
4.65K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.92K+ 10.87% |
$174K - $208K
|
19.5K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.83K+ 21.9% |
$166K - $199K
|
10.2K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.76K+ 40.12% |
$160K - $191K
|
6.16K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 12.97% |
$158K - $189K
|
15.2K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.63K+ 10.66% |
$148K - $177K
|
17K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.6K+ 13.05% |
$145K - $173K
|
13.8K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.57K+ 2.36% |
$142K - $170K
|
68.2K
$7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 36.12% |
$141K - $168K
|
5.85K
$601K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.54K+ 1.95% |
$139K - $166K
|
80.4K
$8.25M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.49K+ 2.27% |
$135K - $162K
|
67.3K
$6.91M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.41K+ 702.5% |
$127K - $152K
|
1.61K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.04% |
$125K - $149K
|
46.6K
$4.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 0.15% |
$124K - $148K
|
902K
$92.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.29K+ 9.86% |
$117K - $140K
|
14.4K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.28K+ 2.04% |
$116K - $139K
|
64.2K
$6.59M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.2K+ 100.0% |
$109K - $130K
|
2.4K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$93.3K - $112K
|
1.03K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 17.92% |
$92.8K - $111K
|
6.74K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 47.09% |
$91.8K - $110K
|
3.16K
$325K
|