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 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
540New |
$43.3K - $59.1K
|
540
$60.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
536+ 2.64% |
$43K - $58.7K
|
20.8K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
527+ 9.16% |
$42.2K - $57.7K
|
6.28K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
525+ 8.54% |
$42.1K - $57.5K
|
6.67K
$752K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
513New |
$41.1K - $56.2K
|
513
$57.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
503+ 14.88% |
$40.3K - $55.1K
|
3.88K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
490+ 17.46% |
$39.3K - $53.7K
|
3.3K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
486+ 0.2% |
$39K - $53.2K
|
242K
$27.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
485+ 13.27% |
$38.9K - $53.1K
|
4.14K
$467K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
481+ 6.11% |
$38.6K - $52.7K
|
8.35K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
465+ 4.71% |
$37.3K - $50.9K
|
10.3K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
460+ 2.36% |
$36.9K - $50.4K
|
20K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
433New |
$34.7K - $47.4K
|
433
$48.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
427+ 3.53% |
$34.2K - $46.8K
|
12.5K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
420New |
$33.7K - $46K
|
420
$47.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
418+ 16.95% |
$33.5K - $45.8K
|
2.88K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
400+ 7.35% |
$32.1K - $43.8K
|
5.84K
$659K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
396New |
$31.7K - $43.4K
|
396
$44.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
377+ 8.68% |
$30.2K - $41.3K
|
4.72K
$533K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
363+ 12.39% |
$29.1K - $39.7K
|
3.29K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
361+ 2578.57% |
$28.9K - $39.5K
|
375
$42.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
350New |
$28.1K - $38.3K
|
350
$39.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
340+ 11.73% |
$27.3K - $37.2K
|
3.24K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
330+ 8.82% |
$26.4K - $36.1K
|
4.07K
$459K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
321+ 1.18% |
$25.7K - $35.1K
|
27.5K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
316+ 339.78% |
$25.3K - $34.6K
|
409
$46.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
298+ 17.27% |
$23.9K - $32.6K
|
2.02K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
280+ 0.57% |
$22.4K - $30.7K
|
49.8K
$5.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
276New |
$22.1K - $30.2K
|
276
$31.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
276+ 6.07% |
$22.1K - $30.2K
|
4.83K
$544K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
275+ 0.86% |
$22K - $30.1K
|
32.2K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
274+ 23.95% |
$22K - $30K
|
1.42K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
260+ 1.05% |
$20.8K - $28.5K
|
24.9K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
250New |
$20K - $27.4K
|
250
$28.2K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
235+ 3.41% |
$18.8K - $25.7K
|
7.14K
$805K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
218+ 6.1% |
$17.5K - $23.9K
|
3.79K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
211New |
$16.9K - $23.1K
|
211
$23.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
202+ 3.48% |
$16.2K - $22.1K
|
6.01K
$678K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
190+ 3.29% |
$15.2K - $20.8K
|
5.97K
$673K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
174New |
$13.9K - $19.1K
|
174
$19.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
172+ 1.95% |
$13.8K - $18.8K
|
8.99K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
168+ 1.37% |
$13.5K - $18.4K
|
12.5K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
165+ 8.82% |
$13.2K - $18.1K
|
2.04K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
161+ 17.2% |
$12.9K - $17.6K
|
1.1K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
158+ 4.0% |
$12.7K - $17.3K
|
4.11K
$463K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
158+ 0.23% |
$12.7K - $17.3K
|
68K
$7.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
150New |
$12K - $16.4K
|
150
$16.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
145+ 72.5% |
$11.6K - $15.9K
|
345
$38.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
127New |
$10.2K - $13.9K
|
127
$14.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
126+ 3.49% |
$10.1K - $13.8K
|
3.74K
$421K
|