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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1.78MNew |
$198M - $228M
|
1.78M
$229M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73M+ 915.17% |
$191M - $220M
|
1.91M
$245M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
202K+ 7006.53% |
$22.4M - $25.8M
|
205K
$26.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
98.1KNew |
$10.9M - $12.5M
|
98.1K
$12.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
68KNew |
$7.55M - $8.68M
|
68K
$8.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61.6K+ 6.78% |
$6.83M - $7.86M
|
969K
$124M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
34.9K+ 11.19% |
$3.87M - $4.45M
|
347K
$44.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.9K+ 684.01% |
$3.76M - $4.33M
|
38.9K
$4.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
22.5KNew |
$2.5M - $2.87M
|
22.5K
$2.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
17.4KNew |
$1.93M - $2.22M
|
17.4K
$2.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 45.8% |
$1.28M - $1.47M
|
36.7K
$4.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
10.9KNew |
$1.21M - $1.39M
|
10.9K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.8KNew |
$1.2M - $1.38M
|
10.8K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4K+ 7.7% |
$1.15M - $1.33M
|
145K
$18.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 387.76% |
$763K - $878K
|
8.65K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.62KNew |
$735K - $845K
|
6.62K
$848K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.46KNew |
$717K - $825K
|
6.46K
$828K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.33K+ 27.3% |
$702K - $808K
|
29.5K
$3.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.07K+ 27.83% |
$674K - $775K
|
27.9K
$3.57M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.73KNew |
$525K - $604K
|
4.73K
$606K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.67K+ 22.06% |
$518K - $596K
|
25.8K
$3.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.54K+ 238.23% |
$504K - $580K
|
6.45K
$827K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.92KNew |
$435K - $501K
|
3.92K
$503K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.51K+ 61.52% |
$390K - $448K
|
9.22K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
3.4KNew |
$377K - $434K
|
3.4K
$436K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.39KNew |
$376K - $433K
|
3.39K
$434K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.93KNew |
$325K - $374K
|
2.93K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.82KNew |
$313K - $360K
|
2.82K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.51KNew |
$278K - $320K
|
2.51K
$322K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.27KNew |
$251K - $289K
|
2.27K
$290K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.97K+ 81.84% |
$219K - $252K
|
4.39K
$562K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.95KNew |
$216K - $249K
|
1.95K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$200K - $230K
|
1.8K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.75KNew |
$194K - $224K
|
1.75K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.75KNew |
$194K - $223K
|
1.75K
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$190K - $219K
|
1.71K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.7KNew |
$189K - $218K
|
1.7K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.7K+ 27.1% |
$188K - $217K
|
7.96K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.7K+ 18.85% |
$188K - $217K
|
10.7K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.62KNew |
$180K - $207K
|
1.62K
$208K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62KNew |
$180K - $207K
|
1.62K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$166K - $192K
|
1.5K
$192K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.48K+ 1.08% |
$164K - $189K
|
138K
$17.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.22K+ 32.34% |
$135K - $156K
|
5K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 0.25% |
$134K - $154K
|
490K
$62.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.04K+ 16.24% |
$115K - $133K
|
7.44K
$954K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.03K+ 9.34% |
$115K - $132K
|
12.1K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.01K+ 17.79% |
$112K - $129K
|
6.69K
$857K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
936+ 3.98% |
$104K - $119K
|
24.5K
$3.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
930New |
$103K - $119K
|
930
$119K
|