Latest Institutional Transactions on Ishares Expanded Tech Sector E (IGM)
This table provides information on the latest institutional transactions involving Ishares Expanded Tech Sector E (IGM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.93KNew |
$154K - $217K
|
1.93K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
61.3K+ 62.5% |
$4.89M - $6.88M
|
159K
$17.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
571+ 120.46% |
$45.6K - $64.1K
|
1.05K
$117K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 2.41% |
$11.1K - $15.6K
|
5.64K
$630K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.8KNew |
$144K - $202K
|
1.8K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-40- 1.16% |
$3.19K - $4.49K
|
3.4K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
608+ 69.09% |
$48.5K - $68.3K
|
1.49K
$166K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
219+ 9.53% |
$17.5K - $24.6K
|
2.52K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-441- 1.28% |
$35.2K - $49.5K
|
34K
$3.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.15K- 6.35% |
$730K - $1.03M
|
135K
$15.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
916+ 0.49% |
$73.1K - $103K
|
189K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.58KNew |
$765K - $1.08M
|
9.58K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 11.03% |
$115K - $162K
|
14.5K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-60- 2.16% |
$4.79K - $6.74K
|
2.72K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
257+ 8.1% |
$20.5K - $28.9K
|
3.43K
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-869- 2.78% |
$69.3K - $97.6K
|
30.4K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$239 - $337
|
7.39K
$826K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-530- 1.55% |
$42.3K - $59.5K
|
33.6K
$3.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$301K - $424K
|
3.78K
$422K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2KNew |
$160K - $225K
|
2K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.13KNew |
$170K - $239K
|
2.13K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 11.47% |
$174K - $245K
|
21.2K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
199+ 3.63% |
$15.9K - $22.4K
|
5.68K
$635K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
55New |
$4.39K - $6.18K
|
55
$6.15K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$165K - $232K
|
2.06K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 14.94% |
$6.22K - $8.76K
|
600
$67.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.1K- 19.2% |
$88.1K - $124K
|
4.65K
$519K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 129.18% |
$981K - $1.38M
|
21.8K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-780- 4.61% |
$62.2K - $87.6K
|
16.1K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
975+ 327.18% |
$77.8K - $110K
|
1.27K
$142K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-11K- 99.97% |
$878K - $1.24M
|
3
$335
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.04KNew |
$163K - $229K
|
2.04K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 4.85% |
$6.54K - $9.21K
|
1.77K
$198K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-5- 0.08% |
$399 - $562
|
5.95K
$665K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.2% |
$79.8 - $112
|
506
$56.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-275- 0.98% |
$21.9K - $30.9K
|
27.6K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-231- 1.04% |
$18.4K - $26K
|
21.9K
$2.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.16KNew |
$172K - $243K
|
2.16K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.5K- 33.14% |
$995K - $1.4M
|
25.2K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.9K- 75.29% |
$630K - $887K
|
2.59K
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14K+ 5.41% |
$1.12M - $1.57M
|
273K
$30.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.1K+ 11.64% |
$805K - $1.13M
|
96.8K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-661- 1.17% |
$52.7K - $74.3K
|
56K
$6.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.02KNew |
$161K - $226K
|
2.02K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-194- 2.09% |
$15.5K - $21.8K
|
9.09K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-500- 2.8% |
$39.9K - $56.2K
|
17.4K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
927+ 27.61% |
$74K - $104K
|
4.29K
$479K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.9% |
$1.12K - $1.57K
|
1.53K
$171K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
50.9KNew |
$4.06M - $5.72M
|
50.9K
$5.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
21New |
$1.68K - $2.36K
|
21
$2.35K
|