Purchases and Sales Made in Q3 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
68KNew |
$7.55M - $8.68M
|
68K
$8.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
22.5KNew |
$2.5M - $2.87M
|
22.5K
$2.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 387.76% |
$763K - $878K
|
8.65K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.62KNew |
$735K - $845K
|
6.62K
$848K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.67K+ 22.06% |
$518K - $596K
|
25.8K
$3.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.51K+ 61.52% |
$390K - $448K
|
9.22K
$1.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.39KNew |
$376K - $433K
|
3.39K
$434K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.27KNew |
$251K - $289K
|
2.27K
$290K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.95KNew |
$216K - $249K
|
1.95K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$200K - $230K
|
1.8K
$231K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62KNew |
$180K - $207K
|
1.62K
$208K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
930New |
$103K - $119K
|
930
$119K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
717+ 220.62% |
$79.6K - $91.5K
|
1.04K
$134K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
538New |
$59.7K - $68.7K
|
538
$68.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
366+ 0.57% |
$40.6K - $46.7K
|
65K
$8.33M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
364+ 10.37% |
$40.4K - $46.5K
|
3.88K
$497K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
177+ 4.13% |
$19.6K - $22.6K
|
4.46K
$572K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
164+ 4.72% |
$18.2K - $20.9K
|
3.64K
$466K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
141+ 27.59% |
$15.6K - $18K
|
652
$83.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
120New |
$13.3K - $15.3K
|
120
$15.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
88+ 1.89% |
$9.76K - $11.2K
|
4.74K
$607K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
54+ 0.2% |
$5.99K - $6.89K
|
27.7K
$3.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
45New |
$4.99K - $5.75K
|
45
$5.77K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
25+ 1.16% |
$2.77K - $3.19K
|
2.18K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$1.33K - $1.53K
|
12
$1.54K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$222 - $255
|
7.39K
$947K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 5.0% |
$111 - $128
|
21
$2.69K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3- 0.05% |
$333 - $383
|
5.95K
$762K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.02% |
$666 - $766
|
33.6K
$4.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-168- 1.89% |
$18.6K - $21.4K
|
8.71K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-352- 0.34% |
$39.1K - $44.9K
|
102K
$13.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-389- 4.28% |
$43.2K - $49.7K
|
8.71K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-535- 6.6% |
$59.4K - $68.3K
|
7.57K
$970K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.03K- 6.08% |
$114K - $131K
|
15.9K
$2.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.69K- 7.71% |
$187K - $215K
|
20.2K
$2.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.76K- 8.22% |
$306K - $352K
|
30.8K
$3.95M
|