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 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
119+ 0.99% |
$10.5K - $12.8K
|
12.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
116+ 0.43% |
$10.2K - $12.5K
|
27K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115+ 100.0% |
$10.2K - $12.4K
|
230
$25.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
113+ 0.33% |
$9.98K - $12.2K
|
34.2K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100+ 50.0% |
$8.83K - $10.8K
|
300
$33.8K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
95+ 2.22% |
$8.39K - $10.2K
|
4.38K
$494K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92+ 219.05% |
$8.12K - $9.92K
|
134
$15.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
91+ 1.1% |
$8.04K - $9.81K
|
8.37K
$944K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
84+ 0.51% |
$7.42K - $9.06K
|
16.4K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
70New |
$6.18K - $7.55K
|
70
$7.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69+ 0.7% |
$6.09K - $7.44K
|
9.87K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
69+ 2.44% |
$6.09K - $7.44K
|
2.9K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 0.77% |
$5.92K - $7.22K
|
8.82K
$995K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65+ 0.01% |
$5.74K - $7.01K
|
605K
$68.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
64+ 0.91% |
$5.65K - $6.9K
|
7.12K
$803K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60+ 1.85% |
$5.3K - $6.47K
|
3.3K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.09% |
$5.3K - $6.47K
|
2.93K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
55+ 1.39% |
$4.86K - $5.93K
|
4.02K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
52+ 6.05% |
$4.59K - $5.61K
|
912
$103K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
50+ 0.36% |
$4.42K - $5.39K
|
14K
$1.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$4.42K - $5.39K
|
50
$5.64K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49+ 1.27% |
$4.33K - $5.28K
|
3.9K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
49+ 0.19% |
$4.33K - $5.28K
|
25.3K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
46+ 0.14% |
$4.06K - $4.96K
|
32.7K
$3.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
46+ 95.83% |
$4.06K - $4.96K
|
94
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
39+ 1.65% |
$3.44K - $4.21K
|
2.4K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
35New |
$3.09K - $3.77K
|
35
$3.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
33+ 1.19% |
$2.91K - $3.56K
|
2.81K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25+ 0.37% |
$2.21K - $2.7K
|
6.71K
$756K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
25+ 21.74% |
$2.21K - $2.7K
|
140
$15.8K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
24+ 6.92% |
$2.12K - $2.59K
|
371
$41.8K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
19+ 0.12% |
$1.68K - $2.05K
|
16K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18+ 0.25% |
$1.59K - $1.94K
|
7.12K
$803K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.41K - $1.73K
|
16
$1.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16+ 0.5% |
$1.41K - $1.73K
|
3.2K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.62% |
$1.32K - $1.62K
|
2.45K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$1.24K - $1.51K
|
14
$1.58K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
12+ 0.34% |
$1.06K - $1.29K
|
3.56K
$402K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.05% |
$442 - $539
|
9.64K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.03% |
$88.3 - $108
|
3.26K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$88.3 - $108
|
1
$113
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$88.3 - $108
|
2.93K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2- 18.18% |
$177 - $216
|
9
$1.02K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2- 0.04% |
$177 - $216
|
4.83K
$545K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$177 - $216
|
7.74K
$874K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.06% |
$442 - $539
|
8.91K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5- 0.18% |
$442 - $539
|
2.82K
$318K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-7- 3.38% |
$618 - $755
|
200
$22.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 15.0% |
$795 - $970
|
51
$5.75K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9- 0.09% |
$795 - $970
|
10.5K
$1.19M
|