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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
61.3K+ 62.5% |
$4.89M - $6.88M
|
159K
$17.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
50.9KNew |
$4.06M - $5.72M
|
50.9K
$5.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14K+ 5.41% |
$1.12M - $1.57M
|
273K
$30.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 129.18% |
$981K - $1.38M
|
21.8K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.1K+ 11.64% |
$805K - $1.13M
|
96.8K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.58KNew |
$765K - $1.08M
|
9.58K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.18K+ 1.69% |
$413K - $582K
|
312K
$34.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$301K - $424K
|
3.78K
$422K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.74KNew |
$298K - $420K
|
3.74K
$418K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 11.47% |
$174K - $245K
|
21.2K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.16KNew |
$172K - $243K
|
2.16K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.13KNew |
$170K - $239K
|
2.13K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$165K - $232K
|
2.06K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.04KNew |
$163K - $229K
|
2.04K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.02KNew |
$161K - $226K
|
2.02K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2KNew |
$160K - $225K
|
2K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.93KNew |
$154K - $217K
|
1.93K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.8KNew |
$144K - $202K
|
1.8K
$201K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 11.03% |
$115K - $162K
|
14.5K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.06KNew |
$84.5K - $119K
|
1.06K
$118K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
975+ 327.18% |
$77.8K - $110K
|
1.27K
$142K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
927+ 27.61% |
$74K - $104K
|
4.29K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
916+ 0.49% |
$73.1K - $103K
|
189K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
608+ 69.09% |
$48.5K - $68.3K
|
1.49K
$166K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
571+ 120.46% |
$45.6K - $64.1K
|
1.05K
$117K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
257+ 8.1% |
$20.5K - $28.9K
|
3.43K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
252New |
$20.1K - $28.3K
|
252
$28.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
219+ 9.53% |
$17.5K - $24.6K
|
2.52K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
199+ 3.63% |
$15.9K - $22.4K
|
5.68K
$635K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 4.85% |
$6.54K - $9.21K
|
1.77K
$198K
|
|
|
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
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
55New |
$4.39K - $6.18K
|
55
$6.15K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
45+ 0.95% |
$3.59K - $5.06K
|
4.79K
$535K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
21New |
$1.68K - $2.36K
|
21
$2.35K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$239 - $337
|
7.39K
$826K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.08% |
$79.8 - $112
|
1.2K
$135K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.2% |
$79.8 - $112
|
506
$56.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
248KNew |
$22.4M - $26.8M
|
248K
$27.7M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
221K+ 182.12% |
$20.1M - $24M
|
343K
$38.3M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
209KNew |
$18.9M - $22.7M
|
209K
$23.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 44.97% |
$12.1M - $14.4M
|
429K
$48M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 15.83% |
$11.3M - $13.5M
|
909K
$102M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
114K+ 1024.61% |
$10.3M - $12.3M
|
125K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
67.3KNew |
$6.1M - $7.3M
|
67.3K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.5K+ 1.91% |
$5.03M - $6.02M
|
2.97M
$332M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
49.7KNew |
$4.51M - $5.39M
|
49.7K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
47.2K+ 504.38% |
$4.28M - $5.12M
|
56.5K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.9K+ 60.67% |
$4.16M - $4.98M
|
121K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
42.5K+ 2.29% |
$3.86M - $4.61M
|
1.9M
$212M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38.7KNew |
$3.51M - $4.2M
|
38.7K
$4.33M
|
|