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 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-50- 50.0% |
$4.42K - $5.39K
|
50
$5.41K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-60- 0.56% |
$5.3K - $6.47K
|
10.7K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 1.23% |
$5.56K - $6.79K
|
5.06K
$547K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-65- 0.86% |
$5.74K - $7.01K
|
7.54K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-67- 2.01% |
$5.92K - $7.22K
|
3.27K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-70- 0.6% |
$6.18K - $7.55K
|
11.6K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-72- 0.54% |
$6.36K - $7.76K
|
13.2K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-75- 7.76% |
$6.62K - $8.09K
|
892
$96.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-80- 25.0% |
$7.06K - $8.63K
|
240
$26K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-85- 2.29% |
$7.51K - $9.17K
|
3.63K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-94- 3.75% |
$8.3K - $10.1K
|
2.42K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-99- 4.16% |
$8.74K - $10.7K
|
2.28K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-100- 1.56% |
$8.83K - $10.8K
|
6.33K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-102- 9.3% |
$9.01K - $11K
|
995
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-115- 50.0% |
$10.2K - $12.4K
|
115
$12.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-120- 3.45% |
$10.6K - $12.9K
|
3.36K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 3.11% |
$10.6K - $12.9K
|
3.74K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-129- 1.85% |
$11.4K - $13.9K
|
6.85K
$741K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-135- 3.84% |
$11.9K - $14.6K
|
3.38K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-145- 4.32% |
$12.8K - $15.6K
|
3.21K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-157- 1.57% |
$13.9K - $16.9K
|
9.84K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-170- 0.34% |
$15K - $18.3K
|
49.6K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-172- 0.91% |
$15.2K - $18.5K
|
18.8K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-179- 66.05% |
$15.8K - $19.3K
|
92
$9.96K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-185- 1.18% |
$16.3K - $19.9K
|
15.5K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
SELL
|
- |
-193- 1.53% |
$17K - $20.8K
|
12.4K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-193- 4.24% |
$17K - $20.8K
|
4.36K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-200- 5.26% |
$17.7K - $21.6K
|
3.6K
$390K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-200- 2.51% |
$17.7K - $21.6K
|
7.77K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-240- 9.2% |
$21.2K - $25.9K
|
2.37K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-245- 6.17% |
$21.6K - $26.4K
|
3.73K
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-256- 5.57% |
$22.6K - $27.6K
|
4.34K
$470K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-268- 4.45% |
$23.7K - $28.9K
|
5.76K
$623K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-281- 2.24% |
$24.8K - $30.3K
|
12.3K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-310- 7.82% |
$27.4K - $33.4K
|
3.66K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-325- 1.69% |
$28.7K - $35K
|
18.9K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-337- 38.65% |
$29.8K - $36.3K
|
535
$57.9K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-339- 11.0% |
$29.9K - $36.6K
|
2.74K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-339- 52.64% |
$29.9K - $36.6K
|
305
$33K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-405- 28.62% |
$35.8K - $43.7K
|
1.01K
$109K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-425- 6.92% |
$37.5K - $45.8K
|
5.72K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-443- 0.11% |
$39.1K - $47.8K
|
407K
$44.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-460Closed |
$40.6K - $49.6K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-465- 5.82% |
$41.1K - $50.1K
|
7.53K
$815K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-501- 5.05% |
$44.2K - $54K
|
9.43K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-502- 14.22% |
$44.3K - $54.1K
|
3.03K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-509- 8.28% |
$44.9K - $54.9K
|
5.64K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-520- 0.32% |
$45.9K - $56.1K
|
161K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-529- 8.98% |
$46.7K - $57K
|
5.36K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-566- 0.89% |
$50K - $61K
|
63K
$6.81M
|