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 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
500+ 2.58% |
$44.2K - $53.9K
|
19.9K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
482+ 5.4% |
$42.6K - $52K
|
9.41K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
480+ 16.6% |
$42.4K - $51.8K
|
3.37K
$380K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
480+ 7.32% |
$42.4K - $51.8K
|
7.04K
$794K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
456+ 6.33% |
$40.3K - $49.2K
|
7.66K
$864K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
452+ 1.49% |
$39.9K - $48.7K
|
30.8K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
442+ 0.66% |
$39K - $47.7K
|
67.8K
$7.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
425+ 7.43% |
$37.5K - $45.8K
|
6.15K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
417+ 16.09% |
$36.8K - $45K
|
3.01K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
414+ 2.91% |
$36.6K - $44.6K
|
14.7K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
414+ 5.55% |
$36.6K - $44.6K
|
7.87K
$888K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
393+ 9.99% |
$34.7K - $42.4K
|
4.33K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
386+ 3.69% |
$34.1K - $41.6K
|
10.8K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
354+ 14.84% |
$31.3K - $38.2K
|
2.74K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
341+ 1.72% |
$30.1K - $36.8K
|
20.2K
$2.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
340+ 13.42% |
$30K - $36.7K
|
2.87K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
331+ 6.48% |
$29.2K - $35.7K
|
5.44K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
319+ 1.44% |
$28.2K - $34.4K
|
22.5K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
315+ 3.58% |
$27.8K - $34K
|
9.12K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
295+ 14.57% |
$26K - $31.8K
|
2.32K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
293+ 8.01% |
$25.9K - $31.6K
|
3.95K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
292New |
$25.8K - $31.5K
|
292
$32.9K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
291+ 1.19% |
$25.7K - $31.4K
|
24.7K
$2.78M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
278New |
$24.5K - $30K
|
278
$31.4K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
278+ 13.73% |
$24.5K - $30K
|
2.3K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
269+ 4.65% |
$23.8K - $29K
|
6.06K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
262+ 29.11% |
$23.1K - $28.3K
|
1.16K
$131K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
234+ 52.0% |
$20.7K - $25.2K
|
684
$77.2K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
226+ 2.58% |
$20K - $24.4K
|
9K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
200+ 3.09% |
$17.7K - $21.6K
|
6.68K
$754K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
194+ 155.2% |
$17.1K - $20.9K
|
319
$36K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
189+ 8.94% |
$16.7K - $20.4K
|
2.3K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
176New |
$15.5K - $19K
|
176
$19.9K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
175+ 0.9% |
$15.5K - $18.9K
|
19.7K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
158+ 5.38% |
$14K - $17K
|
3.1K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
152+ 14.25% |
$13.4K - $16.4K
|
1.22K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
151New |
$13.3K - $16.3K
|
151
$17K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
150+ 0.21% |
$13.2K - $16.2K
|
70K
$7.9M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
148New |
$13.1K - $16K
|
148
$16.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
141+ 4.11% |
$12.5K - $15.2K
|
3.57K
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
140+ 0.4% |
$12.4K - $15.1K
|
35.5K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
137New |
$12.1K - $14.8K
|
137
$15.5K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
135+ 1.55% |
$11.9K - $14.6K
|
8.82K
$995K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
129+ 2.91% |
$11.4K - $13.9K
|
4.57K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
128+ 42.67% |
$11.3K - $13.8K
|
428
$48.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
127+ 17.84% |
$11.2K - $13.7K
|
839
$94.6K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
125New |
$11K - $13.5K
|
125
$14.1K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
125+ 5.14% |
$11K - $13.5K
|
2.56K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
125New |
$11K - $13.5K
|
125
$14.1K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
122New |
$10.8K - $13.2K
|
122
$13.8K
|