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 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
70New |
$6.18K - $7.55K
|
70
$7.58K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
69+ 2.44% |
$6.09K - $7.44K
|
2.9K
$314K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69+ 0.7% |
$6.09K - $7.44K
|
9.87K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 0.77% |
$5.92K - $7.22K
|
8.82K
$954K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65+ 0.01% |
$5.74K - $7.01K
|
605K
$65.5M
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
64+ 0.91% |
$5.65K - $6.9K
|
7.12K
$770K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.09% |
$5.3K - $6.47K
|
2.93K
$317K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60+ 1.85% |
$5.3K - $6.47K
|
3.3K
$357K
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
55+ 1.39% |
$4.86K - $5.93K
|
4.02K
$435K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
52+ 6.05% |
$4.59K - $5.61K
|
912
$98.7K
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
50+ 0.36% |
$4.42K - $5.39K
|
14K
$1.52M
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$4.42K - $5.39K
|
50
$5.41K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49+ 1.27% |
$4.33K - $5.28K
|
3.9K
$422K
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
49+ 0.19% |
$4.33K - $5.28K
|
25.3K
$2.74M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
46+ 0.14% |
$4.06K - $4.96K
|
32.7K
$3.54M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
46+ 95.83% |
$4.06K - $4.96K
|
94
$10.2K
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
39+ 1.65% |
$3.44K - $4.21K
|
2.4K
$259K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
35New |
$3.09K - $3.77K
|
35
$3.79K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
33+ 1.19% |
$2.91K - $3.56K
|
2.81K
$304K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
25+ 21.74% |
$2.21K - $2.7K
|
140
$15.2K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25+ 0.37% |
$2.21K - $2.7K
|
6.71K
$726K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
24+ 6.92% |
$2.12K - $2.59K
|
371
$40.2K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
19+ 0.12% |
$1.68K - $2.05K
|
16K
$1.73M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18+ 0.25% |
$1.59K - $1.94K
|
7.12K
$770K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.41K - $1.73K
|
16
$1.73K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16+ 0.5% |
$1.41K - $1.73K
|
3.2K
$346K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.62% |
$1.32K - $1.62K
|
2.45K
$265K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$1.24K - $1.51K
|
14
$1.52K
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
12+ 0.34% |
$1.06K - $1.29K
|
3.56K
$385K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.05% |
$442 - $539
|
9.64K
$1.04M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.03% |
$88.3 - $108
|
3.26K
$353K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$88.3 - $108
|
2.93K
$317K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$88.3 - $108
|
1
$108
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$177 - $216
|
7.74K
$838K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2- 18.18% |
$177 - $216
|
9
$974
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2- 0.04% |
$177 - $216
|
4.83K
$523K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5- 0.18% |
$442 - $539
|
2.82K
$305K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.06% |
$442 - $539
|
8.91K
$965K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9- 0.09% |
$795 - $970
|
10.5K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 15.0% |
$795 - $970
|
51
$5.52K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11- 0.12% |
$971 - $1.19K
|
9.03K
$977K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-12- 11.43% |
$1.06K - $1.29K
|
93
$10.1K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-18- 0.19% |
$1.59K - $1.94K
|
9.68K
$1.05M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-19- 0.16% |
$1.68K - $2.05K
|
11.7K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-30- 0.83% |
$2.65K - $3.23K
|
3.6K
$389K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-34- 1.07% |
$3K - $3.67K
|
3.14K
$339K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38- 1.19% |
$3.36K - $4.1K
|
3.16K
$341K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-46- 0.26% |
$4.06K - $4.96K
|
17.5K
$1.89M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-50- 4.72% |
$4.42K - $5.39K
|
1.01K
$109K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 0.55% |
$4.42K - $5.39K
|
9.05K
$980K
|