Purchases and Sales Made in Q1 2025 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH-SOFTWARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09M+ 176.18% |
$95.9M - $117M
|
1.7M
$152M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
33.7KNew |
$2.97M - $3.63M
|
33.7K
$3M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
32.6KNew |
$2.88M - $3.52M
|
32.6K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.7KNew |
$2.71M - $3.31M
|
30.7K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
30.2KNew |
$2.66M - $3.25M
|
30.2K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26.6KNew |
$2.35M - $2.87M
|
26.6K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25.1KNew |
$2.22M - $2.71M
|
25.1K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
19.5KNew |
$1.72M - $2.1M
|
19.5K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
17.1K+ 579.5% |
$1.51M - $1.84M
|
20K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
12.4K+ 340.59% |
$1.09M - $1.33M
|
16K
$1.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.1K+ 8799.13% |
$894K - $1.09M
|
10.2K
$912K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.39K+ 41.63% |
$829K - $1.01M
|
32K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.3K+ 80.31% |
$733K - $895K
|
18.6K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
8.1K+ 162.0% |
$715K - $873K
|
13.1K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.05K+ 253.83% |
$711K - $868K
|
11.2K
$1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
5.54KNew |
$489K - $597K
|
5.54K
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.34K+ 3.62% |
$295K - $360K
|
95.5K
$8.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.2KNew |
$194K - $237K
|
2.2K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.1K+ 6.99% |
$185K - $226K
|
32.1K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.75K+ 174900.0% |
$154K - $189K
|
1.75K
$156K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.67K+ 20.99% |
$148K - $180K
|
9.64K
$859K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.15K+ 2.78% |
$102K - $124K
|
42.5K
$3.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
900+ 8.78% |
$79.5K - $97K
|
11.2K
$993K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
562+ 21.8% |
$49.6K - $60.6K
|
3.14K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
514+ 3.45% |
$45.4K - $55.4K
|
15.4K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
482+ 5.4% |
$42.6K - $52K
|
9.41K
$838K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
442+ 0.66% |
$39K - $47.7K
|
67.8K
$6.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
414+ 5.55% |
$36.6K - $44.6K
|
7.87K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
386+ 3.69% |
$34.1K - $41.6K
|
10.8K
$966K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
340+ 13.42% |
$30K - $36.7K
|
2.87K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
315+ 3.58% |
$27.8K - $34K
|
9.12K
$812K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
234+ 52.0% |
$20.7K - $25.2K
|
684
$60.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
200+ 3.09% |
$17.7K - $21.6K
|
6.68K
$595K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
194+ 155.2% |
$17.1K - $20.9K
|
319
$28.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
140+ 0.4% |
$12.4K - $15.1K
|
35.5K
$3.16M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
127+ 17.84% |
$11.2K - $13.7K
|
839
$74.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
113+ 0.33% |
$9.98K - $12.2K
|
34.2K
$3.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92+ 219.05% |
$8.12K - $9.92K
|
134
$11.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
91+ 1.1% |
$8.04K - $9.81K
|
8.37K
$745K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
84+ 0.51% |
$7.42K - $9.06K
|
16.4K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
64+ 0.91% |
$5.65K - $6.9K
|
7.12K
$634K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.09% |
$5.3K - $6.47K
|
2.93K
$261K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$4.42K - $5.39K
|
50
$4.45K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
46+ 95.83% |
$4.06K - $4.96K
|
94
$8.37K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
35New |
$3.09K - $3.77K
|
35
$3.12K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
33+ 1.19% |
$2.91K - $3.56K
|
2.81K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.41K - $1.73K
|
16
$1.43K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$177 - $216
|
7.74K
$690K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2- 0.04% |
$177 - $216
|
4.83K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.06% |
$442 - $539
|
8.91K
$794K
|