Purchases and Sales Made in Q2 2025 in Ishares Expanded Tech Sector E (IGM)

IGM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 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
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
61.3K
+ 62.5%
$4.89M - $6.88M
159K $18.2M
Jul 08, 2025 Q2 2025
Northstar Advisory Group, LLC

BUY
 -
50.9K
New
$4.06M - $5.72M
50.9K $5.81M
Jul 25, 2025 Q2 2025
Prostatis Group LLC

Hanover, MD
BUY
 -
41.8K
+ 113.47%
$3.33M - $4.69M
78.6K $8.96M
Jul 10, 2025 Q2 2025
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
14K
+ 5.41%
$1.12M - $1.57M
273K $31.2M
Jul 14, 2025 Q2 2025
Park Avenue Securities LLC

BUY
 -
12.3K
+ 129.18%
$981K - $1.38M
21.8K $2.49M
Jul 23, 2025 Q2 2025
Us Bancorp \De\

BUY
 -
11K
+ 51.48%
$878K - $1.24M
32.4K $3.69M
Jul 09, 2025 Q2 2025
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
10.1K
+ 11.64%
$805K - $1.13M
96.8K $11M
Jul 17, 2025 Q2 2025
Capital Investment Advisors, LLC

BUY
 -
9.58K
New
$765K - $1.08M
9.58K $1.09M
Jul 22, 2025 Q2 2025
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
5.94K
New
$474K - $667K
5.94K $677K
Jul 21, 2025 Q2 2025
Journey Beyond Wealth, LLC

Roswell, GA
BUY
 -
5.9K
+ 21.67%
$471K - $663K
33.1K $3.78M
Jul 15, 2025 Q2 2025
Accurate Wealth Management, LLC

BUY
 -
3.78K
New
$301K - $424K
3.78K $431K
Jul 21, 2025 Q2 2025
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
3.74K
New
$298K - $420K
3.74K $426K
Jul 24, 2025 Q2 2025
Blair William & CO

Chicago, IL
BUY
 -
2.91K
+ 117.74%
$232K - $327K
5.39K $614K
Jul 25, 2025 Q2 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.41K
New
$192K - $271K
2.41K $275K
Jul 22, 2025 Q2 2025
Unique Wealth, LLC

Tampa, FL
BUY
 -
2.18K
+ 21.17%
$174K - $245K
12.5K $1.42M
Jul 15, 2025 Q2 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.18K
+ 11.47%
$174K - $245K
21.2K $2.41M
Jul 10, 2025 Q2 2025
Wedmont Private Capital

BUY
 -
2.16K
New
$172K - $243K
2.16K $246K
Jul 15, 2025 Q2 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
2.13K
New
$170K - $239K
2.13K $243K
Jul 14, 2025 Q2 2025
Clear Harbor Asset Management, LLC

BUY
 -
2.06K
New
$165K - $232K
2.06K $235K
Jul 11, 2025 Q2 2025
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
2.04K
New
$163K - $229K
2.04K $233K
Jul 09, 2025 Q2 2025
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
2.02K
New
$161K - $226K
2.02K $230K
Jul 15, 2025 Q2 2025
Patriot Investment Management Inc.

BUY
 -
2K
New
$160K - $225K
2K $228K
Jul 24, 2025 Q2 2025
Ma Private Wealth

BUY
 -
1.99K
New
$158K - $223K
1.99K $226K
Jul 18, 2025 Q2 2025
Ewa, LLC

Pittsbugh, PA
BUY
 -
1.93K
New
$154K - $217K
1.93K $220K
Jul 18, 2025 Q2 2025
Newman Dignan & Sheerar, Inc.

BUY
 -
1.8K
New
$144K - $202K
1.8K $205K
Jul 23, 2025 Q2 2025
Castle Rock Wealth Management, LLC

BUY
 -
1.8K
New
$144K - $202K
1.8K $205K
Jul 17, 2025 Q2 2025
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.44K
+ 11.03%
$115K - $162K
14.5K $1.66M
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.06K
New
$84.5K - $119K
1.06K $121K
Jul 11, 2025 Q2 2025
Cx Institutional

BUY
 -
975
+ 327.18%
$77.8K - $110K
1.27K $145K
Jul 08, 2025 Q2 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
927
+ 27.61%
$74K - $104K
4.29K $489K
Jul 17, 2025 Q2 2025
Janney Montgomery Scott LLC

BUY
 -
916
+ 0.49%
$73.1K - $103K
189K $21.5M
Jul 23, 2025 Q2 2025
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
883
+ 2.69%
$70.5K - $99.2K
33.7K $3.84M
Jul 17, 2025 Q2 2025
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
608
+ 69.09%
$48.5K - $68.3K
1.49K $170K
Jul 18, 2025 Q2 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
571
+ 120.46%
$45.6K - $64.1K
1.05K $119K
Jul 25, 2025 Q2 2025
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
338
+ 10.68%
$27K - $38K
3.5K $399K
Jul 24, 2025 Q2 2025
Capital Advisors, Ltd. LLC

BUY
 -
325
New
$25.9K - $36.5K
325 $37.1K
Jul 17, 2025 Q2 2025
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
257
+ 8.1%
$20.5K - $28.9K
3.43K $391K
Jul 21, 2025 Q2 2025
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
252
New
$20.1K - $28.3K
252 $28.7K
Jul 17, 2025 Q2 2025
Kelly Financial Services LLC

Braintree, MA
BUY
 -
219
+ 9.53%
$17.5K - $24.6K
2.52K $287K
Jul 15, 2025 Q2 2025
Kennedy Investment Group

West Depford, NJ
BUY
 -
199
+ 3.63%
$15.9K - $22.4K
5.68K $647K
Jul 24, 2025 Q2 2025
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
147
+ 2.81%
$11.7K - $16.5K
5.37K $612K
Jul 24, 2025 Q2 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
142
+ 0.14%
$11.3K - $16K
103K $11.7M
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
82
+ 4.85%
$6.54K - $9.21K
1.77K $202K
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
78
+ 14.94%
$6.22K - $8.76K
600 $68.4K
Jul 23, 2025 Q2 2025
Tandem Capital Management Corp

BUY
 -
70
+ 0.93%
$5.59K - $7.86K
7.6K $866K
Jul 14, 2025 Q2 2025
Cordant, Inc.

Portland, OR
BUY
 -
55
New
$4.39K - $6.18K
55 $6.27K
Jul 21, 2025 Q2 2025
Patriot Financial Group Insurance Agency, LLC

BUY
 -
45
+ 0.95%
$3.59K - $5.06K
4.79K $546K
Jul 07, 2025 Q2 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
21
New
$1.68K - $2.36K
21 $2.39K
Jul 16, 2025 Q2 2025
Embree Financial Group

Chicago, IL
BUY
 -
3
+ 0.04%
$239 - $337
7.39K $842K

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