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 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.87K+ 24.02% |
$149K - $204K
|
9.63K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.85KNew |
$148K - $203K
|
1.85K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.83KNew |
$147K - $201K
|
1.83K
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.71K+ 4.11% |
$137K - $187K
|
43.2K
$4.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.64KNew |
$132K - $180K
|
1.64K
$185K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.61K+ 5.02% |
$129K - $177K
|
33.7K
$3.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.58KNew |
$127K - $173K
|
1.58K
$178K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.53K+ 3.48% |
$123K - $168K
|
45.5K
$5.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.48K+ 7.88% |
$118K - $162K
|
20.2K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.32K+ 36.64% |
$106K - $144K
|
4.92K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.29K+ 15.5% |
$103K - $141K
|
9.59K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.27K+ 44.27% |
$102K - $139K
|
4.15K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.24K+ 3.93% |
$99.6K - $136K
|
32.9K
$3.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 9.95% |
$97.7K - $133K
|
13.5K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
1.21K+ 23.77% |
$96.9K - $132K
|
6.3K
$710K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.2K+ 54.82% |
$95.8K - $131K
|
3.38K
$381K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.19K+ 5.67% |
$95K - $130K
|
22.1K
$2.49M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.15K+ 32.25% |
$92.3K - $126K
|
4.72K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.13K+ 1.12% |
$90.2K - $123K
|
101K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.11K+ 0.69% |
$89K - $122K
|
162K
$18.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.08K+ 1.91% |
$86.5K - $118K
|
57.5K
$6.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.08KNew |
$86.3K - $118K
|
1.08K
$121K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.06K+ 3.47% |
$85.3K - $117K
|
31.7K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
953+ 2.24% |
$76.4K - $104K
|
43.4K
$4.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
950+ 15.05% |
$76.1K - $104K
|
7.26K
$819K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
938+ 13.33% |
$75.2K - $103K
|
7.97K
$899K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
934+ 1.29% |
$74.9K - $102K
|
73.3K
$8.26M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
910+ 1.22% |
$72.9K - $99.6K
|
75.3K
$8.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
872+ 20.16% |
$69.9K - $95.5K
|
5.2K
$586K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
823+ 2.88% |
$66K - $90.1K
|
29.4K
$3.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
800+ 7.09% |
$64.1K - $87.6K
|
12.1K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
767+ 6.16% |
$61.5K - $84K
|
13.2K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
765New |
$61.3K - $83.8K
|
765
$86.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
754+ 0.76% |
$60.4K - $82.6K
|
101K
$11.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
749New |
$60K - $82K
|
749
$84.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
702+ 27.59% |
$56.3K - $76.9K
|
3.25K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
700New |
$56.1K - $76.7K
|
700
$79K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
685+ 2.04% |
$54.9K - $75K
|
34.3K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
672+ 2.47% |
$53.9K - $73.6K
|
27.9K
$3.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
645New |
$51.7K - $70.6K
|
645
$72.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
643+ 1.18% |
$51.5K - $70.4K
|
55K
$6.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
622+ 36.74% |
$49.9K - $68.1K
|
2.32K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
619+ 2.75% |
$49.6K - $67.8K
|
23.1K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
602+ 2.4% |
$48.3K - $65.9K
|
25.7K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
588+ 3.63% |
$47.1K - $64.4K
|
16.8K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
584New |
$46.8K - $63.9K
|
584
$65.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
580+ 464.0% |
$46.5K - $63.5K
|
705
$79.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
579+ 6.93% |
$46.4K - $63.4K
|
8.94K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
576New |
$46.2K - $63.1K
|
576
$65K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
576New |
$46.2K - $63.1K
|
576
$65K
|