Latest Institutional Purchases of Ishares Expanded Tech Sector E (IGM)
This list provides information on the latest institutional transactions involving Ishares Expanded Tech Sector E (IGM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
374K+ 32.41% |
$29.9M - $42M
|
1.53M
$180M
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
322K+ 570.14% |
$25.7M - $36.2M
|
379K
$44.6M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 62.16% |
$10.9M - $15.4M
|
357K
$42M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
107K+ 23.82% |
$8.54M - $12M
|
556K
$65.4M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
99.2K+ 91.16% |
$7.92M - $11.1M
|
208K
$24.5M
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
86.7KNew |
$6.92M - $9.74M
|
86.7K
$10.2M
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
62.7KNew |
$5M - $7.04M
|
62.7K
$7.37M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
61.3K+ 62.5% |
$4.89M - $6.88M
|
159K
$18.7M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.6K+ 13.88% |
$4.75M - $6.69M
|
489K
$57.5M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.9K+ 301.35% |
$4.7M - $6.61M
|
78.4K
$9.23M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53K+ 8.32% |
$4.23M - $5.95M
|
690K
$81.2M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52.8KNew |
$4.22M - $5.94M
|
52.8K
$6.22M
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
50.9KNew |
$4.06M - $5.72M
|
50.9K
$5.99M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
47.7K+ 305.99% |
$3.8M - $5.35M
|
63.2K
$7.44M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.3KNew |
$3.46M - $4.87M
|
43.3K
$5.1M
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41.8K+ 113.47% |
$3.33M - $4.69M
|
78.6K
$9.25M
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
38KNew |
$3.03M - $4.26M
|
38K
$4.47M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.5K+ 189.56% |
$2.91M - $4.1M
|
55.8K
$6.56M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.4K+ 3.05% |
$2.82M - $3.98M
|
1.19M
$141M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31.9K+ 1.68% |
$2.55M - $3.59M
|
1.93M
$227M
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.4KNew |
$2.19M - $3.08M
|
27.4K
$3.23M
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26.8K+ 39.86% |
$2.14M - $3.01M
|
94.1K
$11.1M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.5K+ 21.79% |
$2.11M - $2.97M
|
148K
$17.4M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.9K+ 11.66% |
$1.82M - $2.57M
|
219K
$25.8M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20K+ 66.66% |
$1.59M - $2.24M
|
49.9K
$5.87M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$1.45M - $2.04M
|
18.2K
$2.14M
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14K+ 5.41% |
$1.12M - $1.57M
|
273K
$32.2M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 38.15% |
$1.04M - $1.47M
|
47.2K
$5.56M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 129.18% |
$981K - $1.38M
|
21.8K
$2.57M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 42.84% |
$932K - $1.31M
|
38.9K
$4.58M
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.6KNew |
$928K - $1.31M
|
11.6K
$1.37M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
11K+ 51.48% |
$878K - $1.24M
|
32.4K
$3.81M
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.1K+ 11.64% |
$805K - $1.13M
|
96.8K
$11.4M
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.75KNew |
$778K - $1.1M
|
9.75K
$1.15M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.58KNew |
$765K - $1.08M
|
9.58K
$1.13M
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
8.63K+ 10.74% |
$688K - $969K
|
89K
$10.5M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.13KNew |
$569K - $801K
|
7.13K
$839K
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.81K+ 13.09% |
$544K - $765K
|
58.8K
$6.92M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.45KNew |
$514K - $724K
|
6.45K
$759K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.12KNew |
$489K - $688K
|
6.12K
$721K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.98K+ 0.66% |
$477K - $671K
|
908K
$107M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.94KNew |
$474K - $667K
|
5.94K
$698K
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
5.9K+ 21.67% |
$471K - $663K
|
33.1K
$3.9M
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.71KNew |
$456K - $641K
|
5.71K
$672K
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
5.48K+ 6.87% |
$437K - $616K
|
85.3K
$10M
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.18K+ 1.69% |
$413K - $582K
|
312K
$36.7M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.39KNew |
$350K - $493K
|
4.39K
$517K
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.14KNew |
$330K - $465K
|
4.14K
$487K
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.89KNew |
$311K - $437K
|
3.89K
$458K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$301K - $424K
|
3.78K
$444K
|