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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-126- 2.04% |
$11.4K - $13.7K
|
6.06K
$622K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-150- 25.0% |
$13.6K - $16.3K
|
450
$46.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-155- 4.05% |
$14.1K - $16.8K
|
3.67K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-198- 10.48% |
$18K - $21.5K
|
1.69K
$174K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-200- 4.62% |
$18.1K - $21.7K
|
4.13K
$423K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-205- 1.13% |
$18.6K - $22.2K
|
17.9K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-211- 7.04% |
$19.1K - $22.9K
|
2.79K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-222- 62.71% |
$20.1K - $24.1K
|
132
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-226- 55.39% |
$20.5K - $24.5K
|
182
$18.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-229- 2.14% |
$20.8K - $24.8K
|
10.5K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-246- 1.4% |
$22.3K - $26.7K
|
17.4K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-310- 0.9% |
$28.1K - $33.6K
|
34.1K
$3.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-320- 9.28% |
$29K - $34.7K
|
3.13K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-335- 9.61% |
$30.4K - $36.3K
|
3.15K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-350- 0.65% |
$31.7K - $38K
|
53.7K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-350- 33.82% |
$31.7K - $38K
|
685
$70.3K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-355- 5.43% |
$32.2K - $38.5K
|
6.18K
$635K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-384- 12.16% |
$34.8K - $41.6K
|
2.78K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-385- 5.42% |
$34.9K - $41.8K
|
6.72K
$690K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-403- 13.47% |
$36.5K - $43.7K
|
2.59K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-420- 6.36% |
$38.1K - $45.6K
|
6.18K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-435- 1.17% |
$39.4K - $47.2K
|
36.8K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-436- 7.32% |
$39.5K - $47.3K
|
5.52K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-448- 2.31% |
$40.6K - $48.6K
|
19K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-528- 6.94% |
$47.9K - $57.3K
|
7.08K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-576- 6.17% |
$52.2K - $62.5K
|
8.77K
$900K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-602- 12.26% |
$54.6K - $65.3K
|
4.31K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-685- 3.37% |
$62.1K - $74.3K
|
19.7K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-695- 3.23% |
$63K - $75.4K
|
20.8K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-705- 24.02% |
$63.9K - $76.5K
|
2.23K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-739- 15.97% |
$67K - $80.2K
|
3.89K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-740- 1.45% |
$67.1K - $80.3K
|
50.2K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-790- 3.38% |
$71.6K - $85.7K
|
22.6K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-842- 0.81% |
$76.3K - $91.3K
|
103K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-857- 10.45% |
$77.7K - $93K
|
7.34K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-869- 1.64% |
$78.8K - $94.3K
|
52.2K
$5.36M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-902- 4.82% |
$81.8K - $97.8K
|
17.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-960- 1.09% |
$87K - $104K
|
87.5K
$8.98M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-980- 3.15% |
$88.9K - $106K
|
30.1K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 1.6% |
$91.5K - $109K
|
62K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.02K- 1.74% |
$92.8K - $111K
|
57.7K
$5.92M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.16K- 5.23% |
$105K - $126K
|
21K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.35K- 33.28% |
$122K - $146K
|
2.71K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.67K- 6.81% |
$152K - $181K
|
22.9K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.72K- 7.22% |
$156K - $187K
|
22.1K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-1.89K- 2.32% |
$172K - $205K
|
79.8K
$8.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.91K- 43.31% |
$173K - $207K
|
2.5K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.97K- 35.74% |
$178K - $213K
|
3.54K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.98K- 13.13% |
$179K - $215K
|
13.1K
$1.34M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.03K- 0.88% |
$184K - $221K
|
230K
$23.6M
|