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 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$301K - $424K
|
3.78K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.74KNew |
$298K - $420K
|
3.74K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.6KNew |
$287K - $404K
|
3.6K
$429K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.51KNew |
$280K - $394K
|
3.51K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.26KNew |
$260K - $366K
|
3.26K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.21KNew |
$256K - $361K
|
3.21K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.2K+ 22.23% |
$256K - $360K
|
17.6K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.13K+ 3.29% |
$250K - $352K
|
98.4K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.12KNew |
$249K - $351K
|
3.12K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.04K+ 151.17% |
$243K - $342K
|
5.06K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.04K+ 4.31% |
$243K - $342K
|
73.7K
$8.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.91K+ 117.74% |
$232K - $327K
|
5.39K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.86K+ 8.66% |
$228K - $322K
|
35.9K
$4.29M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.77K+ 172.59% |
$221K - $311K
|
4.38K
$523K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.75K+ 71.56% |
$219K - $309K
|
6.59K
$787K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 7.21% |
$200K - $282K
|
37.3K
$4.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.41KNew |
$192K - $271K
|
2.41K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.36K+ 105.78% |
$188K - $265K
|
4.59K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.35KNew |
$187K - $264K
|
2.35K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 11.15% |
$182K - $256K
|
22.8K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.28KNew |
$182K - $256K
|
2.28K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.24K+ 4.79% |
$178K - $251K
|
48.9K
$5.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.22K+ 11.29% |
$177K - $249K
|
21.9K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.18K+ 21.17% |
$174K - $245K
|
12.5K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18KNew |
$174K - $245K
|
2.18K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 11.47% |
$174K - $245K
|
21.2K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.16KNew |
$172K - $243K
|
2.16K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.13KNew |
$170K - $239K
|
2.13K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.13KNew |
$170K - $239K
|
2.13K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
2.1KNew |
$168K - $236K
|
2.1K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$168K - $236K
|
2.1K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$165K - $232K
|
2.06K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.04KNew |
$163K - $230K
|
2.04K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.04KNew |
$163K - $229K
|
2.04K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.02KNew |
$161K - $226K
|
2.02K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2KNew |
$160K - $225K
|
2K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
1.99K+ 4.0% |
$159K - $224K
|
51.7K
$6.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
1.99KNew |
$158K - $223K
|
1.99K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 55.62% |
$157K - $221K
|
5.51K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.95K+ 7.17% |
$155K - $219K
|
29.1K
$3.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.93KNew |
$154K - $217K
|
1.93K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.93KNew |
$154K - $217K
|
1.93K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.91KNew |
$152K - $214K
|
1.91K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$150K - $211K
|
1.88K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.85KNew |
$147K - $207K
|
1.85K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.8KNew |
$144K - $202K
|
1.8K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.8KNew |
$144K - $202K
|
1.8K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.8KNew |
$144K - $202K
|
1.8K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.8KNew |
$144K - $202K
|
1.8K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$144K - $202K
|
1.8K
$215K
|