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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
114K+ 1024.61% |
$10.3M - $12.3M
|
125K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
86.7KNew |
$7.86M - $9.4M
|
86.7K
$8.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.3K+ 26.6% |
$2.84M - $3.4M
|
149K
$13.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20.5KNew |
$1.86M - $2.22M
|
20.5K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.8K+ 67.66% |
$1.16M - $1.39M
|
31.8K
$2.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$934K - $1.12M
|
10.3K
$955K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
9.91K+ 26.51% |
$898K - $1.07M
|
47.3K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.36K+ 2.46% |
$667K - $798K
|
307K
$28.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
7.26K+ 39.07% |
$658K - $787K
|
25.8K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.76KNew |
$613K - $733K
|
6.76K
$627K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.2K+ 2.45% |
$563K - $673K
|
259K
$24M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
5.64K+ 154.47% |
$511K - $611K
|
9.29K
$861K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.48K+ 19.76% |
$406K - $486K
|
27.2K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.9K+ 16.69% |
$353K - $422K
|
27.2K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.65KNew |
$331K - $396K
|
3.65K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.5K+ 108.47% |
$317K - $379K
|
6.72K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.48KNew |
$315K - $377K
|
3.48K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.72K+ 40.01% |
$247K - $295K
|
9.52K
$882K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.3KNew |
$208K - $249K
|
2.3K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.2K+ 111.07% |
$199K - $238K
|
4.18K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 36.12% |
$141K - $168K
|
5.85K
$542K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.41K+ 702.5% |
$127K - $152K
|
1.61K
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$93.3K - $112K
|
1.03K
$95.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 47.09% |
$91.8K - $110K
|
3.16K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
952+ 22.28% |
$86.3K - $103K
|
5.23K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
939+ 20.68% |
$85.1K - $102K
|
5.48K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
848+ 33.78% |
$76.9K - $92K
|
3.36K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
767New |
$69.5K - $83.2K
|
767
$71.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
600New |
$54.4K - $65.1K
|
600
$55.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
561+ 7.24% |
$50.9K - $60.8K
|
8.31K
$770K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
478+ 16.83% |
$43.3K - $51.8K
|
3.32K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
455+ 10.61% |
$41.3K - $49.3K
|
4.74K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
454+ 477.89% |
$41.2K - $49.2K
|
549
$50.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
448+ 8.45% |
$40.6K - $48.6K
|
5.75K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
424+ 3.62% |
$38.4K - $46K
|
12.1K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
398+ 11.0% |
$36.1K - $43.2K
|
4.02K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
381+ 0.55% |
$34.5K - $41.3K
|
69.4K
$6.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
329+ 7.96% |
$29.8K - $35.7K
|
4.46K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
311+ 4.02% |
$28.2K - $33.7K
|
8.05K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
305+ 4.22% |
$27.7K - $33.1K
|
7.53K
$697K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
298New |
$27K - $32.3K
|
298
$27.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
254New |
$23K - $27.5K
|
254
$23.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
233+ 0.51% |
$21.1K - $25.3K
|
45.9K
$4.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
230+ 2.13% |
$20.9K - $24.9K
|
11K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
200+ 29.41% |
$18.1K - $21.7K
|
880
$81.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 7.6% |
$7.98K - $9.54K
|
1.25K
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35+ 0.13% |
$3.17K - $3.8K
|
27.9K
$2.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24+ 5.33% |
$2.18K - $2.6K
|
474
$43.9K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
20New |
$1.81K - $2.17K
|
20
$1.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12+ 0.38% |
$1.09K - $1.3K
|
3.17K
$294K
|