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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.28K- 0.2% |
$207K - $248K
|
1.16M
$119M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 6.7% |
$227K - $271K
|
34.8K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.6K- 19.85% |
$236K - $282K
|
10.5K
$1.08M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.65K- 2.33% |
$240K - $287K
|
111K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.69K- 25.55% |
$244K - $291K
|
7.83K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.87K- 18.84% |
$260K - $311K
|
12.4K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.04K- 60.19% |
$276K - $330K
|
2.01K
$207K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.05K- 32.19% |
$276K - $330K
|
6.42K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.05K- 32.19% |
$276K - $330K
|
6.42K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.35K- 9.21% |
$304K - $364K
|
33.1K
$3.39M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-3.38K- 48.07% |
$306K - $366K
|
3.65K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.48K- 6.87% |
$315K - $377K
|
47.2K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.49K- 4.53% |
$316K - $378K
|
73.5K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.6K- 3.64% |
$327K - $391K
|
95.3K
$9.78M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.83K- 29.92% |
$347K - $415K
|
8.96K
$920K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.21K- 3.72% |
$382K - $456K
|
109K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.29K- 50.0% |
$389K - $465K
|
4.29K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.3K- 6.42% |
$390K - $466K
|
62.6K
$6.43M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4.76K- 27.19% |
$432K - $517K
|
12.8K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.01K- 54.38% |
$545K - $652K
|
5.04K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.33K- 41.03% |
$574K - $686K
|
9.1K
$934K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.54K- 2.59% |
$593K - $709K
|
246K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.21K- 4.92% |
$654K - $782K
|
139K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.25K- 8.04% |
$657K - $786K
|
82.9K
$8.51M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.26K- 12.24% |
$658K - $787K
|
52K
$5.34M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-7.32K- 4.79% |
$664K - $794K
|
145K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.61K- 15.39% |
$780K - $933K
|
47.3K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.06K- 19.4% |
$821K - $982K
|
37.6K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.2K- 33.9% |
$1.11M - $1.32M
|
23.8K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.2KClosed |
$1.2M - $1.44M
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-16.3K- 10.76% |
$1.48M - $1.77M
|
135K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.2K- 8.4% |
$1.56M - $1.87M
|
188K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.5K- 2.24% |
$2.4M - $2.87M
|
1.16M
$119M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-31.6K- 76.48% |
$2.87M - $3.43M
|
9.73K
$999K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-47.3K- 48.01% |
$4.29M - $5.13M
|
51.2K
$5.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.8K- 18.76% |
$4.6M - $5.51M
|
220K
$22.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-57.5K- 58.31% |
$5.21M - $6.24M
|
41.1K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-60.8K- 3.29% |
$5.51M - $6.59M
|
1.79M
$183M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-76.5K- 43.82% |
$6.93M - $8.29M
|
98K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.5K- 3.3% |
$7.03M - $8.41M
|
2.27M
$233M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-102K- 96.04% |
$9.23M - $11M
|
4.19K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-103K- 38.58% |
$9.34M - $11.2M
|
164K
$16.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-104K- 79.25% |
$9.44M - $11.3M
|
27.2K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-133K- 88.07% |
$12.1M - $14.4M
|
18K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-374K- 98.52% |
$33.9M - $40.5M
|
5.62K
$577K
|