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 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
210New |
$16.8K - $23.6K
|
210
$25.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
200+ 6.76% |
$16K - $22.5K
|
3.16K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
199+ 3.63% |
$15.9K - $22.4K
|
5.68K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
195+ 1.27% |
$15.6K - $21.9K
|
15.5K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
190+ 2.75% |
$15.2K - $21.3K
|
7.11K
$849K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
169+ 1.51% |
$13.5K - $19K
|
11.4K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
166New |
$13.2K - $18.6K
|
166
$19.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
147+ 2.81% |
$11.7K - $16.5K
|
5.37K
$642K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
142+ 0.14% |
$11.3K - $16K
|
103K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
118+ 3.75% |
$9.42K - $13.3K
|
3.27K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 14.64% |
$7.98K - $11.2K
|
783
$93.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
99+ 0.95% |
$7.9K - $11.1K
|
10.6K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
95+ 1.36% |
$7.58K - $10.7K
|
7.08K
$845K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 4.85% |
$6.54K - $9.21K
|
1.77K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 14.94% |
$6.22K - $8.76K
|
600
$71.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
78+ 0.17% |
$6.22K - $8.76K
|
46K
$5.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
70+ 0.93% |
$5.59K - $7.86K
|
7.6K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
70+ 1.04% |
$5.59K - $7.86K
|
6.79K
$811K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
67+ 0.36% |
$5.35K - $7.53K
|
18.6K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
55New |
$4.39K - $6.18K
|
55
$6.57K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
48+ 7.49% |
$3.83K - $5.39K
|
689
$82.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46+ 0.98% |
$3.67K - $5.17K
|
4.72K
$564K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
45+ 0.95% |
$3.59K - $5.06K
|
4.79K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
26New |
$2.07K - $2.92K
|
26
$3.11K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
21New |
$1.68K - $2.36K
|
21
$2.51K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17+ 0.23% |
$1.36K - $1.91K
|
7.36K
$879K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
16+ 0.64% |
$1.28K - $1.8K
|
2.52K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$239 - $337
|
7.39K
$882K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$160 - $225
|
2.6K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$160 - $225
|
4.8K
$574K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$160 - $225
|
3.89K
$464K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.05% |
$160 - $225
|
3.65K
$437K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.02% |
$160 - $225
|
8.77K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.02% |
$160 - $225
|
10.1K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.08% |
$79.8 - $112
|
1.2K
$144K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.2% |
$79.8 - $112
|
506
$60.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.2% |
$79.8 - $112
|
493
$58.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 1.06% |
$79.8 - $112
|
93
$11.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$79.8 - $112
|
2.67K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1- 0.04% |
$79.8 - $112
|
2.82K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 3.85% |
$79.8 - $112
|
25
$2.99K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-5- 0.08% |
$399 - $562
|
5.95K
$711K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.9% |
$1.12K - $1.57K
|
1.53K
$183K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-18- 0.26% |
$1.44K - $2.02K
|
6.81K
$813K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20- 17.7% |
$1.6K - $2.25K
|
93
$11.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-22- 3.77% |
$1.76K - $2.47K
|
561
$67K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-23- 0.11% |
$1.84K - $2.58K
|
21K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-24- 0.65% |
$1.92K - $2.7K
|
3.65K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26- 0.11% |
$2.07K - $2.92K
|
23.6K
$2.82M
|