Purchases and Sales Made in Q2 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q2 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 |
---|---|---|---|---|---|---|---|
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 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$301K - $424K
|
3.78K
$422K
|
|
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 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 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 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 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.2% |
$79.8 - $112
|
506
$56.6K
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-5- 0.08% |
$399 - $562
|
5.95K
$665K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.9% |
$1.12K - $1.57K
|
1.53K
$171K
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-40- 1.16% |
$3.19K - $4.49K
|
3.4K
$379K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-60- 2.16% |
$4.79K - $6.74K
|
2.72K
$303K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 2.41% |
$11.1K - $15.6K
|
5.64K
$630K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-194- 2.09% |
$15.5K - $21.8K
|
9.09K
$1.02M
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-231- 1.04% |
$18.4K - $26K
|
21.9K
$2.45M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-275- 0.98% |
$21.9K - $30.9K
|
27.6K
$3.09M
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-441- 1.28% |
$35.2K - $49.5K
|
34K
$3.79M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-500- 2.8% |
$39.9K - $56.2K
|
17.4K
$1.94M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-530- 1.55% |
$42.3K - $59.5K
|
33.6K
$3.75M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-661- 1.17% |
$52.7K - $74.3K
|
56K
$6.26M
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-780- 4.61% |
$62.2K - $87.6K
|
16.1K
$1.8M
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-869- 2.78% |
$69.3K - $97.6K
|
30.4K
$3.4M
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.1K- 19.2% |
$88.1K - $124K
|
4.65K
$519K
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.9K- 75.29% |
$630K - $887K
|
2.59K
$290K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.15K- 6.35% |
$730K - $1.03M
|
135K
$15.1M
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-11K- 99.97% |
$878K - $1.24M
|
3
$335
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.5K- 33.14% |
$995K - $1.4M
|
25.2K
$2.81M
|