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 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-29- 0.27% |
$2.31K - $3.26K
|
10.8K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-29- 1.12% |
$2.31K - $3.26K
|
2.56K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30- 1.08% |
$2.39K - $3.37K
|
2.76K
$329K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-40- 1.16% |
$3.19K - $4.49K
|
3.4K
$406K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-45- 0.84% |
$3.59K - $5.06K
|
5.31K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-59- 0.95% |
$4.71K - $6.63K
|
6.13K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-60- 0.34% |
$4.79K - $6.74K
|
17.8K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-60- 2.16% |
$4.79K - $6.74K
|
2.72K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-62- 10.82% |
$4.95K - $6.97K
|
511
$61K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-68- 0.84% |
$5.43K - $7.64K
|
7.98K
$953K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-70- 7.52% |
$5.59K - $7.86K
|
861
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-75- 0.09% |
$5.99K - $8.43K
|
87.4K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-79- 1.77% |
$6.3K - $8.87K
|
4.38K
$523K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-81- 0.48% |
$6.46K - $9.1K
|
16.9K
$2.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-90- 0.04% |
$7.18K - $10.1K
|
229K
$27.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-95- 1.54% |
$7.58K - $10.7K
|
6.08K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-100- 33.33% |
$7.98K - $11.2K
|
200
$23.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-102- 92.73% |
$8.14K - $11.5K
|
8
$956
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-102- 1.0% |
$8.14K - $11.5K
|
10.1K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-105- 2.51% |
$8.38K - $11.8K
|
4.07K
$486K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-132- 4.66% |
$10.5K - $14.8K
|
2.7K
$323K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 2.41% |
$11.1K - $15.6K
|
5.64K
$673K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-148- 2.49% |
$11.8K - $16.6K
|
5.79K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-150- 1.61% |
$12K - $16.9K
|
9.15K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-158- 3.14% |
$12.6K - $17.7K
|
4.88K
$583K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-172- 2.5% |
$13.7K - $19.3K
|
6.71K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-176- 4.47% |
$14K - $19.8K
|
3.76K
$449K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-184- 1.44% |
$14.7K - $20.7K
|
12.6K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-194- 2.09% |
$15.5K - $21.8K
|
9.09K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-201- 0.43% |
$16K - $22.6K
|
47.1K
$5.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-210- 2.53% |
$16.8K - $23.6K
|
8.1K
$968K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-222- 3.61% |
$17.7K - $24.9K
|
5.94K
$709K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-225- 85.23% |
$18K - $25.3K
|
39
$4.66K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-231- 1.04% |
$18.4K - $26K
|
21.9K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-232- 3.79% |
$18.5K - $26.1K
|
5.9K
$704K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-244- 85.31% |
$19.5K - $27.4K
|
42
$5.02K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-248- 7.84% |
$19.8K - $27.9K
|
2.91K
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 20.06% |
$20K - $28.1K
|
996
$119K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-254- 7.65% |
$20.3K - $28.5K
|
3.07K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-261- 4.46% |
$20.8K - $29.3K
|
5.59K
$668K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-261- 2.95% |
$20.8K - $29.3K
|
8.58K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-275- 0.98% |
$21.9K - $30.9K
|
27.6K
$3.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-298- 4.42% |
$23.8K - $33.5K
|
6.44K
$769K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-313- 11.92% |
$25K - $35.2K
|
2.31K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-336- 2.91% |
$26.8K - $37.7K
|
11.2K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-365- 66.48% |
$29.1K - $41K
|
184
$22K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-405- 9.53% |
$32.3K - $45.5K
|
3.84K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-414- 10.65% |
$33K - $46.5K
|
3.47K
$415K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-441- 1.28% |
$35.2K - $49.5K
|
34K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-454- 2.18% |
$36.2K - $51K
|
20.4K
$2.43M
|