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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
125New |
$10K - $13.7K
|
125
$14.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
100+ 0.78% |
$8.02K - $11K
|
12.9K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 26.67% |
$8.02K - $11K
|
475
$53.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
100+ 28.99% |
$8.02K - $11K
|
445
$50.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
100New |
$8.02K - $11K
|
100
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$8.02K - $11K
|
100
$11.3K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
97New |
$7.77K - $10.6K
|
97
$10.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
95+ 4.06% |
$7.61K - $10.4K
|
2.44K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
87+ 0.82% |
$6.97K - $9.53K
|
10.6K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
71+ 1.37% |
$5.69K - $7.77K
|
5.24K
$592K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66New |
$5.29K - $7.23K
|
66
$7.44K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
65New |
$5.21K - $7.12K
|
65
$7.33K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
65+ 69.15% |
$5.21K - $7.12K
|
159
$17.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
50+ 2.74% |
$4.01K - $5.48K
|
1.88K
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50+ 1.39% |
$4.01K - $5.48K
|
3.65K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
49+ 0.17% |
$3.93K - $5.37K
|
29.6K
$3.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45+ 2.02% |
$3.61K - $4.93K
|
2.27K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
37New |
$2.97K - $4.05K
|
37
$4.17K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
36+ 0.23% |
$2.89K - $3.94K
|
15.9K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
35New |
$2.81K - $3.83K
|
35
$3.95K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 0.63% |
$2.56K - $3.5K
|
5.09K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
32+ 0.39% |
$2.56K - $3.5K
|
8.22K
$927K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 3.58% |
$2.4K - $3.29K
|
869
$98K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30+ 9.4% |
$2.4K - $3.29K
|
349
$39.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28New |
$2.24K - $3.07K
|
28
$3.16K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28+ 0.04% |
$2.24K - $3.07K
|
62.6K
$7.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
25+ 1.31% |
$2K - $2.74K
|
1.94K
$219K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25+ 0.66% |
$2K - $2.74K
|
3.8K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23+ 0.3% |
$1.84K - $2.52K
|
7.57K
$854K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23+ 153.33% |
$1.84K - $2.52K
|
38
$4.29K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
22New |
$1.76K - $2.41K
|
22
$2.48K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 0.14% |
$1.68K - $2.3K
|
14.6K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
20+ 0.5% |
$1.6K - $2.19K
|
4.04K
$456K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
11+ 0.07% |
$882 - $1.2K
|
16K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10+ 0.07% |
$802 - $1.1K
|
13.7K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$802 - $1.1K
|
7.75K
$875K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
9+ 1.37% |
$721 - $986
|
664
$74.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
7+ 3.5% |
$561 - $767
|
207
$23.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.05% |
$401 - $548
|
9.83K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
4New |
$321 - $438
|
4
$451
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$80.2 - $110
|
118K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$80.2 - $110
|
30.8K
$3.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-5- 0.07% |
$401 - $548
|
7.11K
$802K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7- 0.22% |
$561 - $767
|
3.13K
$353K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8- 0.04% |
$641 - $876
|
18.9K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-10- 0.28% |
$802 - $1.1K
|
3.55K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-12- 0.45% |
$962 - $1.31K
|
2.64K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14- 0.16% |
$1.12K - $1.53K
|
9.01K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-17- 0.62% |
$1.36K - $1.86K
|
2.73K
$308K
|