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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.35K- 13.56% |
$208K - $253K
|
15K
$1.69M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-2.38K- 15.27% |
$210K - $257K
|
13.2K
$1.49M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.46K- 44.85% |
$217K - $266K
|
3.03K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.6K- 13.28% |
$229K - $280K
|
17K
$1.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.7K- 30.43% |
$239K - $291K
|
6.18K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.75K- 18.66% |
$243K - $297K
|
12K
$1.35M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.75K- 8.18% |
$243K - $297K
|
30.9K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.79K- 28.64% |
$246K - $301K
|
6.94K
$783K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-2.85K- 4.12% |
$252K - $307K
|
66.3K
$7.48M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.37K- 7.12% |
$298K - $364K
|
44K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.46K- 17.98% |
$306K - $373K
|
15.8K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.49K- 13.93% |
$308K - $376K
|
21.6K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.53K- 9.41% |
$312K - $381K
|
34K
$3.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-3.59K- 3.83% |
$317K - $387K
|
90.1K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.74K- 4.79% |
$330K - $403K
|
74.4K
$8.39M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-3.9K- 6.72% |
$344K - $421K
|
54.1K
$6.11M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.96K- 2.05% |
$350K - $427K
|
190K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.04K- 22.99% |
$357K - $436K
|
13.5K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.21K- 12.55% |
$372K - $454K
|
29.4K
$3.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.37K- 8.1% |
$386K - $471K
|
49.5K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.71K- 52.56% |
$416K - $508K
|
4.25K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.89K- 49.0% |
$432K - $528K
|
5.09K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
- |
-5KClosed |
$442K - $539K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.16K- 31.11% |
$455K - $556K
|
11.4K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-5.69K- 11.84% |
$502K - $613K
|
42.4K
$4.78M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5.72K- 1.73% |
$505K - $616K
|
324K
$36.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.13K- 49.44% |
$541K - $661K
|
6.27K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.48KClosed |
$572K - $698K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.97K- 6.61% |
$616K - $752K
|
98.6K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.06K- 14.53% |
$623K - $761K
|
41.5K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.16K- 72.07% |
$633K - $772K
|
2.78K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.67K- 25.02% |
$677K - $827K
|
23K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.87K- 0.49% |
$695K - $849K
|
1.61M
$182M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.91K- 7.94% |
$787K - $961K
|
103K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.95K- 45.64% |
$790K - $965K
|
10.7K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.58K- 26.69% |
$846K - $1.03M
|
26.3K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-9.71K- 81.7% |
$857K - $1.05M
|
2.17K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9.71K- 50.42% |
$857K - $1.05M
|
9.54K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.97K- 16.9% |
$880K - $1.07M
|
49K
$5.53M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 20.66% |
$884K - $1.08M
|
38.4K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.1K- 98.88% |
$894K - $1.09M
|
115
$13K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2K- 44.71% |
$1.08M - $1.32M
|
15.1K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.9K- 52.91% |
$1.14M - $1.39M
|
11.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.3K- 34.23% |
$1.17M - $1.43M
|
25.5K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.2K- 5.32% |
$1.34M - $1.63M
|
270K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.3K- 24.99% |
$1.44M - $1.75M
|
48.8K
$5.51M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-18.1K- 40.57% |
$1.6M - $1.96M
|
26.6K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-20K- 87.74% |
$1.77M - $2.16M
|
2.8K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-20.5K- 52.22% |
$1.81M - $2.21M
|
18.7K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-25K- 99.92% |
$2.2M - $2.69M
|
19
$2.14K
|