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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
374K+ 32.41% |
$29.9M - $42M
|
1.53M
$183M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
322K+ 570.14% |
$25.7M - $36.2M
|
379K
$45.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 62.16% |
$10.9M - $15.4M
|
357K
$42.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
107K+ 23.82% |
$8.54M - $12M
|
556K
$66.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
99.2K+ 91.16% |
$7.92M - $11.1M
|
208K
$24.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
86.7KNew |
$6.92M - $9.74M
|
86.7K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
62.7KNew |
$5M - $7.04M
|
62.7K
$7.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
61.3K+ 62.5% |
$4.89M - $6.88M
|
159K
$19M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.6K+ 13.88% |
$4.75M - $6.69M
|
489K
$58.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.9K+ 301.35% |
$4.7M - $6.61M
|
78.4K
$9.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53K+ 8.32% |
$4.23M - $5.95M
|
690K
$82.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52.8KNew |
$4.22M - $5.94M
|
52.8K
$6.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
50.9KNew |
$4.06M - $5.72M
|
50.9K
$6.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
47.7K+ 305.99% |
$3.8M - $5.35M
|
63.2K
$7.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.3KNew |
$3.46M - $4.87M
|
43.3K
$5.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41.8K+ 113.47% |
$3.33M - $4.69M
|
78.6K
$9.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
38KNew |
$3.03M - $4.26M
|
38K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.5K+ 189.56% |
$2.91M - $4.1M
|
55.8K
$6.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.4K+ 3.05% |
$2.82M - $3.98M
|
1.19M
$143M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31.9K+ 1.68% |
$2.55M - $3.59M
|
1.93M
$231M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.4KNew |
$2.19M - $3.08M
|
27.4K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26.8K+ 39.86% |
$2.14M - $3.01M
|
94.1K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.5K+ 21.79% |
$2.11M - $2.97M
|
148K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.9K+ 11.66% |
$1.82M - $2.57M
|
219K
$26.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20K+ 66.66% |
$1.59M - $2.24M
|
49.9K
$5.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$1.45M - $2.04M
|
18.2K
$2.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14K+ 5.41% |
$1.12M - $1.57M
|
273K
$32.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 38.15% |
$1.04M - $1.47M
|
47.2K
$5.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 129.18% |
$981K - $1.38M
|
21.8K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 42.84% |
$932K - $1.31M
|
38.9K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11.6KNew |
$928K - $1.31M
|
11.6K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
11K+ 51.48% |
$878K - $1.24M
|
32.4K
$3.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.1K+ 11.64% |
$805K - $1.13M
|
96.8K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.75KNew |
$778K - $1.1M
|
9.75K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.58KNew |
$765K - $1.08M
|
9.58K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
8.63K+ 10.74% |
$688K - $969K
|
89K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.13KNew |
$569K - $801K
|
7.13K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.81K+ 13.09% |
$544K - $765K
|
58.8K
$7.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.45KNew |
$514K - $724K
|
6.45K
$770K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.12KNew |
$489K - $688K
|
6.12K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.98K+ 0.66% |
$477K - $671K
|
908K
$108M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.94KNew |
$474K - $667K
|
5.94K
$709K
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
5.9K+ 21.67% |
$471K - $663K
|
33.1K
$3.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.71KNew |
$456K - $641K
|
5.71K
$682K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
5.48K+ 6.87% |
$437K - $616K
|
85.3K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.18K+ 1.69% |
$413K - $582K
|
312K
$37.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.83K+ 2.66% |
$385K - $542K
|
187K
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.39KNew |
$350K - $493K
|
4.39K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.14KNew |
$330K - $465K
|
4.14K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.89KNew |
$311K - $437K
|
3.89K
$465K
|