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 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.78KNew |
$142K - $200K
|
1.78K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.78K+ 70.44% |
$142K - $199K
|
4.3K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.72K+ 24.08% |
$137K - $193K
|
8.84K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.68K+ 12.18% |
$134K - $189K
|
15.5K
$1.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.66K+ 41.41% |
$133K - $187K
|
5.68K
$678K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.66K+ 37.96% |
$133K - $187K
|
6.04K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 12.59% |
$128K - $181K
|
14.4K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 11.03% |
$115K - $162K
|
14.5K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.15K+ 29.83% |
$91.6K - $129K
|
5K
$597K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.06KNew |
$84.5K - $119K
|
1.06K
$127K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
975+ 327.18% |
$77.8K - $110K
|
1.27K
$152K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
927+ 27.61% |
$74K - $104K
|
4.29K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
916+ 0.49% |
$73.1K - $103K
|
189K
$22.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
902+ 75.73% |
$72K - $101K
|
2.09K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
883+ 2.69% |
$70.5K - $99.2K
|
33.7K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
878+ 23.28% |
$70.1K - $98.6K
|
4.65K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
864+ 30.18% |
$68.9K - $97.1K
|
3.73K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
840+ 4.69% |
$67K - $94.4K
|
18.8K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
805+ 1.16% |
$64.2K - $90.4K
|
70.2K
$8.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
773+ 5.76% |
$61.7K - $86.8K
|
14.2K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
697+ 0.51% |
$55.6K - $78.3K
|
136K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
693+ 18.5% |
$55.3K - $77.9K
|
4.44K
$530K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
608+ 69.09% |
$48.5K - $68.3K
|
1.49K
$178K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
600+ 19.93% |
$47.9K - $67.4K
|
3.61K
$431K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
571+ 120.46% |
$45.6K - $64.1K
|
1.05K
$125K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
534+ 10.08% |
$42.6K - $60K
|
5.83K
$697K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
531+ 15.85% |
$42.4K - $59.7K
|
3.88K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
511+ 8.67% |
$40.8K - $57.4K
|
6.41K
$765K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
450New |
$35.9K - $50.6K
|
450
$53.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
426+ 14.65% |
$34K - $47.9K
|
3.33K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
426+ 7.15% |
$34K - $47.9K
|
6.38K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
350New |
$27.9K - $39.3K
|
350
$41.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
345+ 10.46% |
$27.5K - $38.8K
|
3.64K
$435K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
340+ 7.32% |
$27.1K - $38.2K
|
4.99K
$596K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
338+ 10.68% |
$27K - $38K
|
3.5K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
325New |
$25.9K - $36.5K
|
325
$38.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
325+ 6.77% |
$25.9K - $36.5K
|
5.13K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
308+ 1.35% |
$24.6K - $34.6K
|
23.2K
$2.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$23.9K - $33.7K
|
300
$35.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
300+ 3.83% |
$23.9K - $33.7K
|
8.13K
$971K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
296+ 4.68% |
$23.6K - $33.3K
|
6.62K
$791K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
257+ 8.1% |
$20.5K - $28.9K
|
3.43K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
252New |
$20.1K - $28.3K
|
252
$30.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
250New |
$20K - $28.1K
|
250
$29.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
250+ 8.27% |
$20K - $28.1K
|
3.27K
$391K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
231+ 0.67% |
$18.4K - $26K
|
34.6K
$4.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
227+ 4.52% |
$18.1K - $25.5K
|
5.25K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
224+ 1.71% |
$17.9K - $25.2K
|
13.3K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
219+ 9.53% |
$17.5K - $24.6K
|
2.52K
$301K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
212+ 6.77% |
$16.9K - $23.8K
|
3.34K
$399K
|