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 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.33K+ 6.78% |
$117K - $143K
|
20.9K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.32K+ 5.44% |
$116K - $142K
|
25.6K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 23.97% |
$116K - $142K
|
6.79K
$735K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.29K+ 11.19% |
$114K - $139K
|
12.8K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 13.14% |
$114K - $139K
|
11.1K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.2K+ 5.44% |
$106K - $130K
|
23.3K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.15K+ 2.78% |
$102K - $124K
|
42.5K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.14KNew |
$101K - $123K
|
1.14K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.11K+ 1.03% |
$97.7K - $119K
|
109K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.06K+ 17.02% |
$93.4K - $114K
|
7.27K
$787K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.06K+ 50.82% |
$93.2K - $114K
|
3.13K
$339K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.06K+ 18.05% |
$93.2K - $114K
|
6.9K
$747K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.05K+ 15.72% |
$92.5K - $113K
|
7.71K
$834K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.03K+ 23.41% |
$90.9K - $111K
|
5.43K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 7.36% |
$88.3K - $108K
|
14.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1K+ 28.57% |
$88.3K - $108K
|
4.5K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
996+ 3.25% |
$87.9K - $107K
|
31.7K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
983+ 8.95% |
$86.8K - $106K
|
12K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
978+ 1.83% |
$86.4K - $105K
|
54.3K
$5.88M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
933+ 109.76% |
$82.4K - $101K
|
1.78K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
925+ 34.95% |
$81.7K - $99.7K
|
3.57K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
918+ 22.02% |
$81.1K - $99K
|
5.09K
$551K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
900+ 8.78% |
$79.5K - $97K
|
11.2K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
888+ 20.35% |
$78.4K - $95.8K
|
5.25K
$568K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
795+ 133.61% |
$70.2K - $85.7K
|
1.39K
$150K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
775+ 8.56% |
$68.4K - $83.6K
|
9.83K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
764+ 0.72% |
$67.5K - $82.4K
|
106K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
700+ 13.79% |
$61.8K - $75.5K
|
5.78K
$625K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
679+ 3.77% |
$60K - $73.2K
|
18.7K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
675+ 258.62% |
$59.6K - $72.8K
|
936
$101K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
651+ 8.52% |
$57.5K - $70.2K
|
8.29K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
626+ 26.53% |
$55.3K - $67.5K
|
2.99K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
600+ 6.49% |
$53K - $64.7K
|
9.85K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
574+ 1.28% |
$50.7K - $61.9K
|
45.3K
$4.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
562+ 21.8% |
$49.6K - $60.6K
|
3.14K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
559+ 5.21% |
$49.4K - $60.3K
|
11.3K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
550+ 3.56% |
$48.6K - $59.3K
|
16K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
515+ 1072.92% |
$45.5K - $55.5K
|
563
$60.9K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
514+ 364.54% |
$45.4K - $55.4K
|
655
$70.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
514+ 3.45% |
$45.4K - $55.4K
|
15.4K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
507+ 15.78% |
$44.8K - $54.7K
|
3.72K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
503+ 7.82% |
$44.4K - $54.2K
|
6.94K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
500+ 2.58% |
$44.2K - $53.9K
|
19.9K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
482+ 5.4% |
$42.6K - $52K
|
9.41K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
480+ 16.6% |
$42.4K - $51.8K
|
3.37K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
480+ 7.32% |
$42.4K - $51.8K
|
7.04K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
456+ 6.33% |
$40.3K - $49.2K
|
7.66K
$829K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
452+ 1.49% |
$39.9K - $48.7K
|
30.8K
$3.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
442+ 0.66% |
$39K - $47.7K
|
67.8K
$7.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
425+ 7.43% |
$37.5K - $45.8K
|
6.15K
$665K
|