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
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-425- 6.92% |
$37.5K - $45.8K
|
5.72K
$645K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-443- 0.11% |
$39.1K - $47.8K
|
407K
$46M
|
|
|
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
$849K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-501- 5.05% |
$44.2K - $54K
|
9.43K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-502- 14.22% |
$44.3K - $54.1K
|
3.03K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-509- 8.28% |
$44.9K - $54.9K
|
5.64K
$636K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-520- 0.32% |
$45.9K - $56.1K
|
161K
$18.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-529- 8.98% |
$46.7K - $57K
|
5.36K
$605K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-566- 0.89% |
$50K - $61K
|
63K
$7.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-578- 19.69% |
$51K - $62.3K
|
2.36K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-597- 15.48% |
$52.7K - $64.4K
|
3.26K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-602- 19.14% |
$53.2K - $64.9K
|
2.54K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-620- 5.19% |
$54.7K - $66.9K
|
11.3K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-627- 1.26% |
$55.4K - $67.6K
|
49.2K
$5.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-649- 75.55% |
$57.3K - $70K
|
210
$23.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-650- 5.08% |
$57.4K - $70.1K
|
12.2K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-651- 0.69% |
$57.5K - $70.2K
|
93.3K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-663- 7.4% |
$58.5K - $71.5K
|
8.3K
$936K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-760- 44.84% |
$67.1K - $82K
|
935
$105K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-773- 0.83% |
$68.3K - $83.4K
|
92.1K
$10.4M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-816- 25.26% |
$72.1K - $88K
|
2.42K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-989- 9.95% |
$87.3K - $107K
|
8.95K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.03K- 13.95% |
$91K - $111K
|
6.36K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.09K- 7.13% |
$96.2K - $117K
|
14.2K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.09K- 9.68% |
$96.5K - $118K
|
10.2K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.14K- 21.44% |
$100K - $122K
|
4.16K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.16K- 12.48% |
$102K - $125K
|
8.1K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.21K- 5.78% |
$107K - $130K
|
19.7K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.22K- 3.95% |
$107K - $131K
|
29.5K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 0.91% |
$110K - $134K
|
136K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.26K- 14.95% |
$111K - $136K
|
7.18K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.3K- 4.53% |
$115K - $140K
|
27.3K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.31K- 14.85% |
$116K - $141K
|
7.51K
$847K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.41K- 91.43% |
$124K - $152K
|
132
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.5K- 25.95% |
$133K - $162K
|
4.29K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.62K- 1.6% |
$143K - $174K
|
99.8K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.67K- 12.3% |
$148K - $180K
|
11.9K
$1.34M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.67K- 12.3% |
$148K - $180K
|
11.9K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.7K- 29.58% |
$150K - $183K
|
4.05K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.72K- 18.52% |
$152K - $185K
|
7.55K
$851K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.72K- 5.67% |
$152K - $185K
|
28.6K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 45.22% |
$152K - $186K
|
2.09K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.76K- 24.01% |
$156K - $190K
|
5.58K
$630K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.05K- 14.61% |
$181K - $221K
|
12K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.13K- 42.76% |
$188K - $229K
|
2.85K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-2.13KClosed |
$188K - $230K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 43.5% |
$191K - $233K
|
2.81K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.22K- 20.9% |
$196K - $239K
|
8.4K
$948K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.27K- 47.97% |
$201K - $245K
|
2.46K
$278K
|