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 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.07K+ 9.31% |
$271K - $331K
|
36K
$3.9M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.93KNew |
$259K - $316K
|
2.93K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.87K+ 1.67% |
$254K - $310K
|
175K
$18.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
2.84KNew |
$251K - $306K
|
2.84K
$307K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.83KNew |
$250K - $305K
|
2.83K
$306K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.83K+ 114.83% |
$250K - $305K
|
5.29K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.8KNew |
$247K - $301K
|
2.8K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.66K+ 3.08% |
$234K - $286K
|
89K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.65KNew |
$234K - $286K
|
2.65K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.64K+ 47.17% |
$233K - $284K
|
8.22K
$890K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.6KNew |
$230K - $280K
|
2.6K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.55KNew |
$225K - $274K
|
2.55K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.5K+ 36.76% |
$221K - $270K
|
9.3K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 91.74% |
$221K - $270K
|
5.23K
$566K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.49K+ 11.87% |
$220K - $268K
|
23.5K
$2.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.48K+ 17.41% |
$219K - $268K
|
16.7K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 215.2% |
$218K - $266K
|
3.61K
$391K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.45K+ 18.53% |
$217K - $264K
|
15.7K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.45K+ 5.84% |
$216K - $264K
|
44.4K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.34KNew |
$207K - $252K
|
2.34K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.33KNew |
$205K - $251K
|
2.33K
$252K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.31KNew |
$204K - $249K
|
2.31K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 3.49% |
$203K - $248K
|
68.4K
$7.4M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.3K+ 7.21% |
$203K - $248K
|
34.2K
$3.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.26KNew |
$199K - $243K
|
2.26K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.2KNew |
$194K - $237K
|
2.2K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.15K+ 7166.67% |
$190K - $232K
|
2.18K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.15K+ 1.93% |
$189K - $231K
|
113K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.1K+ 6.99% |
$185K - $226K
|
32.1K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2K+ 75.29% |
$177K - $216K
|
4.65K
$504K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.96K+ 68.36% |
$173K - $211K
|
4.82K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92KNew |
$169K - $206K
|
1.92K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.91K+ 2.35% |
$168K - $206K
|
83.2K
$9M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.9K+ 30.28% |
$168K - $205K
|
8.19K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.89K+ 5.21% |
$167K - $204K
|
38.3K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.89KNew |
$167K - $204K
|
1.89K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.87K+ 84.21% |
$165K - $201K
|
4.08K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.8KNew |
$159K - $194K
|
1.8K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.76K+ 0.13% |
$155K - $190K
|
1.35M
$146M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.75K+ 174900.0% |
$154K - $189K
|
1.75K
$189K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.74K+ 10.45% |
$153K - $187K
|
18.3K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.73KNew |
$152K - $186K
|
1.73K
$187K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.67K+ 20.99% |
$148K - $180K
|
9.64K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.59K+ 1.05% |
$140K - $172K
|
154K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.53K+ 238.91% |
$135K - $165K
|
2.17K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.5K+ 24.83% |
$133K - $162K
|
7.55K
$817K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.49K+ 725.85% |
$131K - $160K
|
1.69K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.4K+ 44.08% |
$123K - $150K
|
4.56K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.38K+ 2.5% |
$122K - $148K
|
56.4K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.35K+ 25.12% |
$119K - $146K
|
6.73K
$728K
|