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 13, 2025
Q1 2025
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
40KNew |
$3.53M - $4.31M
|
40K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.7K+ 8.89% |
$3.5M - $4.28M
|
486K
$52.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.2K+ 12.59% |
$3.46M - $4.23M
|
350K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
39K+ 3316.43% |
$3.44M - $4.2M
|
40.1K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
37.3K+ 107.9% |
$3.29M - $4.02M
|
71.8K
$7.78M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.7K+ 92.49% |
$3.07M - $3.75M
|
72.3K
$7.83M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.7K+ 84.69% |
$3.06M - $3.74M
|
75.7K
$8.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
33.7KNew |
$2.97M - $3.63M
|
33.7K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.4K+ 111.68% |
$2.95M - $3.61M
|
63.4K
$6.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
32.6KNew |
$2.88M - $3.52M
|
32.6K
$3.53M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
31.7KNew |
$2.8M - $3.42M
|
31.7K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
31KNew |
$2.73M - $3.34M
|
31K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.7KNew |
$2.71M - $3.31M
|
30.7K
$3.32M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.4K+ 94.69% |
$2.69M - $3.28M
|
62.5K
$6.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
30.2KNew |
$2.66M - $3.25M
|
30.2K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
30.1K+ 21.48% |
$2.66M - $3.24M
|
170K
$18.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
30KNew |
$2.65M - $3.23M
|
30K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
30KNew |
$2.65M - $3.23M
|
30K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.3K+ 19.39% |
$2.41M - $2.95M
|
168K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
26.7K+ 50.83% |
$2.36M - $2.88M
|
79.2K
$8.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26.6KNew |
$2.35M - $2.87M
|
26.6K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
25.5K+ 91.15% |
$2.26M - $2.75M
|
53.6K
$5.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25.1KNew |
$2.22M - $2.71M
|
25.1K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
23.1K+ 30.15% |
$2.04M - $2.49M
|
99.7K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.7K+ 181.86% |
$1.92M - $2.34M
|
33.6K
$3.64M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
21.1KNew |
$1.87M - $2.28M
|
21.1K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
20.4K+ 3890.67% |
$1.8M - $2.2M
|
21K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
20.3KNew |
$1.79M - $2.19M
|
20.3K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.2K+ 111.43% |
$1.78M - $2.18M
|
38.3K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
19.7K+ 197.32% |
$1.74M - $2.13M
|
29.7K
$3.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
19.5KNew |
$1.72M - $2.1M
|
19.5K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 222.26% |
$1.65M - $2.02M
|
27.1K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
18.6K+ 84.49% |
$1.65M - $2.01M
|
40.7K
$4.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
17.1K+ 579.5% |
$1.51M - $1.84M
|
20K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
16.8KNew |
$1.48M - $1.81M
|
16.8K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.7KNew |
$1.48M - $1.81M
|
16.7K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
16.4KNew |
$1.45M - $1.77M
|
16.4K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
16KNew |
$1.41M - $1.72M
|
16K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.2K+ 126.48% |
$1.34M - $1.64M
|
27.3K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$1.27M - $1.55M
|
14.4K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
13.9KNew |
$1.23M - $1.5M
|
13.9K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.7KNew |
$1.21M - $1.48M
|
13.7K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.6K+ 45.36% |
$1.2M - $1.47M
|
43.7K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
13.4K+ 81.76% |
$1.18M - $1.45M
|
29.8K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
12.6K+ 22.44% |
$1.11M - $1.36M
|
68.8K
$7.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
12.4K+ 340.59% |
$1.09M - $1.33M
|
16K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12KNew |
$1.06M - $1.29M
|
12K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
10.5K+ 48.72% |
$929K - $1.13M
|
32.1K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5K+ 10.33% |
$925K - $1.13M
|
112K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2K+ 169.09% |
$899K - $1.1M
|
16.2K
$1.75M
|