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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.86M+ 1165.74% |
$206M - $237M
|
2.02M
$258M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 8.63% |
$139K - $160K
|
13.3K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-15- 0.3% |
$1.66K - $1.92K
|
4.97K
$636K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-38.1K- 74.82% |
$4.23M - $4.86M
|
12.8K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.22% |
$1.66K - $1.92K
|
6.77K
$866K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
41.2KNew |
$4.57M - $5.26M
|
41.2K
$5.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-709- 21.78% |
$78.7K - $90.5K
|
2.55K
$325K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.46K+ 9.11% |
$384K - $442K
|
41.4K
$5.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
290+ 42.09% |
$32.2K - $37K
|
979
$125K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
50New |
$5.55K - $6.38K
|
50
$6.39K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
172+ 7.54% |
$19.1K - $22K
|
2.45K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.7KNew |
$189K - $218K
|
1.7K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.13K- 0.99% |
$125K - $144K
|
113K
$14.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.92KNew |
$435K - $501K
|
3.92K
$501K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-62- 3.21% |
$6.88K - $7.92K
|
1.87K
$239K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-125- 2.19% |
$13.9K - $16K
|
5.58K
$713K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.34K- 14.24% |
$149K - $171K
|
8.08K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.03K+ 9.34% |
$115K - $132K
|
12.1K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-233- 0.65% |
$25.9K - $29.7K
|
35.8K
$4.57M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
936+ 3.98% |
$104K - $119K
|
24.5K
$3.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
48New |
$5.33K - $6.13K
|
48
$6.13K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.48K+ 1.08% |
$164K - $189K
|
138K
$17.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.98K- 11.51% |
$442K - $508K
|
30.6K
$3.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.8KNew |
$1.2M - $1.38M
|
10.8K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
SELL
|
- |
-115- 5.0% |
$12.8K - $14.7K
|
2.19K
$279K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-457- 13.05% |
$50.7K - $58.3K
|
3.05K
$389K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
837+ 1.14% |
$92.9K - $107K
|
74.5K
$9.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
100+ 40.0% |
$11.1K - $12.8K
|
350
$44.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12.2K- 26.6% |
$1.36M - $1.56M
|
33.8K
$4.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 45.8% |
$1.28M - $1.47M
|
36.7K
$4.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-98- 1.38% |
$10.9K - $12.5K
|
6.98K
$892K
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
34.9K+ 11.19% |
$3.87M - $4.45M
|
347K
$44.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-402- 2.49% |
$44.6K - $51.3K
|
15.7K
$2.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
704+ 0.75% |
$78.1K - $89.9K
|
94.8K
$12.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
311New |
$34.5K - $39.7K
|
311
$39.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-100- 4.76% |
$11.1K - $12.8K
|
2K
$256K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.51KNew |
$278K - $320K
|
2.51K
$321K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$166K - $192K
|
1.5K
$192K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
898New |
$99.6K - $115K
|
898
$115K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.62KNew |
$180K - $207K
|
1.62K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-10K- 56.53% |
$1.11M - $1.28M
|
7.72K
$987K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-2.39K- 7.2% |
$265K - $305K
|
30.7K
$3.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-695- 13.94% |
$77.1K - $88.7K
|
4.29K
$548K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-282- 7.55% |
$31.3K - $36K
|
3.45K
$441K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$190K - $219K
|
1.71K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
10.9KNew |
$1.21M - $1.39M
|
10.9K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.9K+ 684.01% |
$3.76M - $4.33M
|
38.9K
$4.97M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
83New |
$9.21K - $10.6K
|
83
$10.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
351+ 16.77% |
$38.9K - $44.8K
|
2.44K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
157New |
$17.4K - $20K
|
157
$20.1K
|
|