Purchases and Sales Made in Q1 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
90New |
$8.16K - $9.76K
|
90
$10.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 7.6% |
$7.98K - $9.54K
|
1.25K
$139K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 5.45% |
$6.8K - $8.13K
|
1.45K
$162K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70New |
$6.35K - $7.59K
|
70
$7.82K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
55+ 0.16% |
$4.99K - $5.97K
|
34.4K
$3.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35+ 0.13% |
$3.17K - $3.8K
|
27.9K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 0.35% |
$2.27K - $2.71K
|
7.12K
$796K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24+ 5.33% |
$2.18K - $2.6K
|
474
$53K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
22+ 0.58% |
$1.99K - $2.39K
|
3.85K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.33% |
$1.9K - $2.28K
|
6.32K
$707K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
20New |
$1.81K - $2.17K
|
20
$2.24K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18New |
$1.63K - $1.95K
|
18
$2.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12+ 0.38% |
$1.09K - $1.3K
|
3.17K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7+ 0.03% |
$635 - $759
|
25.4K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.09% |
$544 - $651
|
6.71K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 30.0% |
$544 - $651
|
26
$2.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$272 - $325
|
7.38K
$825K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$272 - $325
|
5.27K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.03% |
$272 - $325
|
9.08K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.05% |
$272 - $325
|
5.78K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$181 - $217
|
5.9K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$181 - $217
|
2.59K
$290K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$90.7 - $108
|
3.65K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$90.7 - $108
|
4.8K
$537K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6- 60.0% |
$544 - $651
|
4
$447
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 0.18% |
$816 - $976
|
5.06K
$565K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 0.83% |
$907 - $1.08K
|
1.19K
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10- 0.35% |
$907 - $1.08K
|
2.82K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-11- 0.03% |
$997 - $1.19K
|
32.8K
$3.66M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-15- 0.22% |
$1.36K - $1.63K
|
6.89K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16- 0.12% |
$1.45K - $1.74K
|
12.8K
$1.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 2.97% |
$1.45K - $1.74K
|
522
$58.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-18- 0.36% |
$1.63K - $1.95K
|
4.99K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-18- 0.52% |
$1.63K - $1.95K
|
3.44K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 4.23% |
$2.18K - $2.6K
|
543
$60.7K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 5.2% |
$2.9K - $3.47K
|
583
$65.2K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-33- 9.09% |
$2.99K - $3.58K
|
330
$36.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-37- 0.79% |
$3.35K - $4.01K
|
4.67K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-45- 1.15% |
$4.08K - $4.88K
|
3.88K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-50- 1.01% |
$4.53K - $5.42K
|
4.92K
$550K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-50- 9.23% |
$4.53K - $5.42K
|
492
$55K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-75- 2.32% |
$6.8K - $8.13K
|
3.16K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-78- 0.42% |
$7.07K - $8.46K
|
18.5K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-79- 0.89% |
$7.16K - $8.57K
|
8.84K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-83- 1.37% |
$7.53K - $9K
|
5.95K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 1.39% |
$7.62K - $9.11K
|
5.94K
$664K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-88- 1.01% |
$7.98K - $9.54K
|
8.64K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 0.67% |
$9.43K - $11.3K
|
15.3K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-105- 1.54% |
$9.52K - $11.4K
|
6.72K
$751K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-108- 0.62% |
$9.79K - $11.7K
|
17.2K
$1.92M
|