Purchases and Sales Made in Q2 2025 in Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7.06K+ 754.55% |
$565K - $773K
|
7.99K
$901K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.04K+ 176.93% |
$564K - $771K
|
11K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.98K+ 30.01% |
$559K - $764K
|
30.2K
$3.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.94K+ 96.66% |
$556K - $760K
|
14.1K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.9K+ 6.83% |
$553K - $756K
|
108K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.77K+ 10.68% |
$543K - $741K
|
70.1K
$7.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.55KNew |
$525K - $717K
|
6.55K
$739K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.47K+ 216.71% |
$519K - $709K
|
9.46K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.34K+ 101.12% |
$508K - $694K
|
12.6K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.31K+ 48.93% |
$506K - $691K
|
19.2K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.24K+ 21.0% |
$500K - $684K
|
36K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6.13KNew |
$491K - $671K
|
6.13K
$691K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
6.1K+ 3.03% |
$489K - $668K
|
208K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.04KNew |
$484K - $661K
|
6.04K
$681K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.02K+ 79.83% |
$483K - $660K
|
13.6K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.71KNew |
$458K - $625K
|
5.71K
$644K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.63K+ 50.21% |
$452K - $617K
|
16.9K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.52K+ 121.03% |
$442K - $604K
|
10.1K
$1.14M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.47K+ 4.89% |
$439K - $599K
|
117K
$13.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.45KNew |
$437K - $597K
|
5.45K
$615K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.32K+ 39.66% |
$426K - $582K
|
18.7K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.2K+ 98.35% |
$417K - $569K
|
10.5K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.14K+ 61.2% |
$412K - $563K
|
13.5K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.13K+ 97.58% |
$411K - $561K
|
10.4K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$406K - $555K
|
5.06K
$571K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.03K+ 361.58% |
$403K - $550K
|
6.42K
$724K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
4.63KNew |
$371K - $507K
|
4.63K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.63KNew |
$371K - $507K
|
4.63K
$522K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.6K+ 51.39% |
$369K - $504K
|
13.5K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.58KNew |
$367K - $501K
|
4.58K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.5KNew |
$361K - $493K
|
4.5K
$508K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
4.41K+ 13.72% |
$353K - $482K
|
36.5K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.33K+ 59.58% |
$347K - $474K
|
11.6K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.33K+ 52.63% |
$347K - $474K
|
12.5K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.25KNew |
$341K - $465K
|
4.25K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.16K+ 0.69% |
$334K - $456K
|
609K
$68.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.1KNew |
$328K - $449K
|
4.1K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.04K+ 52.71% |
$324K - $442K
|
11.7K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
3.92KNew |
$314K - $429K
|
3.92K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.86K+ 56.85% |
$309K - $423K
|
10.7K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.86KNew |
$309K - $422K
|
3.86K
$435K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.52K+ 24.65% |
$282K - $385K
|
17.8K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.19KNew |
$256K - $349K
|
3.19K
$360K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 12.46% |
$254K - $348K
|
28.7K
$3.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.15KNew |
$252K - $345K
|
3.15K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.14K+ 0.23% |
$252K - $344K
|
1.35M
$153M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.03KNew |
$243K - $332K
|
3.03K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.01K+ 22.96% |
$241K - $329K
|
16.1K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.97K+ 15.04% |
$238K - $325K
|
22.7K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.93KNew |
$235K - $321K
|
2.93K
$330K
|