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 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 1.81% |
$1.44K - $1.97K
|
977
$110K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-20- 40.0% |
$1.6K - $2.19K
|
30
$3.38K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.27% |
$2K - $2.74K
|
9.4K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-25- 17.86% |
$2K - $2.74K
|
115
$13K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-25- 0.89% |
$2K - $2.74K
|
2.77K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26- 2.13% |
$2.08K - $2.85K
|
1.19K
$135K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-29- 1.34% |
$2.32K - $3.18K
|
2.14K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-31- 0.71% |
$2.48K - $3.39K
|
4.35K
$490K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.39% |
$2.81K - $3.83K
|
8.88K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-35- 1.09% |
$2.81K - $3.83K
|
3.18K
$358K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-39- 1.07% |
$3.13K - $4.27K
|
3.59K
$405K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-40- 16.67% |
$3.21K - $4.38K
|
200
$22.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-50- 0.2% |
$4.01K - $5.48K
|
25.5K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 2.22% |
$4.41K - $6.02K
|
2.42K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-56- 0.81% |
$4.49K - $6.13K
|
6.88K
$776K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-60- 1.2% |
$4.81K - $6.57K
|
4.94K
$557K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-62- 0.53% |
$4.97K - $6.79K
|
11.6K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-75- 0.62% |
$6.01K - $8.21K
|
12.1K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-75- 3.23% |
$6.01K - $8.21K
|
2.25K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-75- 8.41% |
$6.01K - $8.21K
|
817
$92.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-77- 1.37% |
$6.17K - $8.43K
|
5.56K
$627K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-88- 50.0% |
$7.05K - $9.64K
|
88
$9.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-90- 5.09% |
$7.21K - $9.86K
|
1.68K
$189K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-90- 2.42% |
$7.21K - $9.86K
|
3.64K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-91- 3.95% |
$7.29K - $9.96K
|
2.21K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-96- 0.62% |
$7.69K - $10.5K
|
15.3K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-106- 4.39% |
$8.5K - $11.6K
|
2.31K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-110- 3.9% |
$8.82K - $12K
|
2.71K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-113- 2.11% |
$9.06K - $12.4K
|
5.25K
$592K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-115- 3.41% |
$9.22K - $12.6K
|
3.26K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-116- 0.43% |
$9.3K - $12.7K
|
26.9K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-119- 2.71% |
$9.54K - $13K
|
4.27K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-120- 5.21% |
$9.62K - $13.1K
|
2.18K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-122- 4.79% |
$9.78K - $13.4K
|
2.42K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-125- 0.59% |
$10K - $13.7K
|
21K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-125- 2.3% |
$10K - $13.7K
|
5.31K
$598K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-125- 12.38% |
$10K - $13.7K
|
885
$99.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-125- 5.99% |
$10K - $13.7K
|
1.96K
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-132- 1.14% |
$10.6K - $14.5K
|
11.5K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-134- 0.71% |
$10.7K - $14.7K
|
18.7K
$2.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-137- 0.88% |
$11K - $15K
|
15.4K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-141- 0.32% |
$11.3K - $15.4K
|
44.3K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-148- 4.78% |
$11.9K - $16.2K
|
2.95K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-157- 1.62% |
$12.6K - $17.2K
|
9.53K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-166- 5.0% |
$13.3K - $18.2K
|
3.16K
$356K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-171- 1.26% |
$13.7K - $18.7K
|
13.4K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-176- 0.17% |
$14.1K - $19.3K
|
106K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-177- 7.33% |
$14.2K - $19.4K
|
2.24K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-190- 2.11% |
$15.2K - $20.8K
|
8.81K
$994K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-197- 0.94% |
$15.8K - $21.6K
|
20.8K
$2.34M
|