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 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-481- 49.95% |
$38.4K - $54K
|
482
$57.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-490- 3.97% |
$39.1K - $55K
|
11.9K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-500- 2.8% |
$39.9K - $56.2K
|
17.4K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-530- 1.55% |
$42.3K - $59.5K
|
33.6K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-549- 8.19% |
$43.8K - $61.7K
|
6.16K
$735K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-556- 5.38% |
$44.4K - $62.5K
|
9.78K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-560- 6.17% |
$44.7K - $62.9K
|
8.52K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-563- 10.2% |
$44.9K - $63.2K
|
4.96K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-567- 0.41% |
$45.2K - $63.7K
|
139K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-592- 1.1% |
$47.2K - $66.5K
|
53.2K
$6.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-605- 14.22% |
$48.3K - $68K
|
3.65K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-621- 7.81% |
$49.6K - $69.8K
|
7.33K
$876K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-639- 2.83% |
$51K - $71.8K
|
22K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-641- 4.43% |
$51.2K - $72K
|
13.8K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-661- 6.93% |
$52.7K - $74.3K
|
8.88K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-661- 1.17% |
$52.7K - $74.3K
|
56K
$6.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-676- 10.06% |
$53.9K - $75.9K
|
6.05K
$722K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-684- 0.28% |
$54.6K - $76.8K
|
245K
$29.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-684- 20.66% |
$54.6K - $76.8K
|
2.63K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-690- 2.29% |
$55.1K - $77.5K
|
29.4K
$3.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-737- 1.13% |
$58.8K - $82.8K
|
64.6K
$7.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-780- 4.61% |
$62.2K - $87.6K
|
16.1K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-819- 3.22% |
$65.4K - $92K
|
24.6K
$2.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-869- 2.78% |
$69.3K - $97.6K
|
30.4K
$3.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-941- 9.87% |
$75.1K - $106K
|
8.6K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-954- 6.28% |
$76.1K - $107K
|
14.2K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-999- 28.96% |
$79.7K - $112K
|
2.45K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.05K- 0.72% |
$83.8K - $118K
|
144K
$17.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1.08K- 8.92% |
$86.3K - $122K
|
11.1K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.1K- 19.2% |
$88.1K - $124K
|
4.65K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 9.51% |
$92.6K - $130K
|
11.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.32K- 1.79% |
$105K - $148K
|
72.2K
$8.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.33K- 77.33% |
$106K - $149K
|
389
$46.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.39K- 2.24% |
$111K - $156K
|
60.6K
$7.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 10.0% |
$120K - $169K
|
13.5K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.53K- 14.52% |
$122K - $172K
|
9K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.58K- 37.69% |
$126K - $178K
|
2.62K
$313K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.65K- 14.87% |
$131K - $185K
|
9.42K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.74K- 2.77% |
$139K - $195K
|
60.9K
$7.27M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.03K- 4.04% |
$162K - $228K
|
48.2K
$5.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.28K- 43.19% |
$182K - $256K
|
2.99K
$358K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.31K- 26.91% |
$184K - $259K
|
6.26K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.46K- 10.07% |
$196K - $276K
|
22K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.74K- 48.74% |
$218K - $308K
|
2.88K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.96K- 37.65% |
$236K - $332K
|
4.9K
$585K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.18K- 10.02% |
$254K - $357K
|
28.6K
$3.42M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.22K- 27.55% |
$257K - $362K
|
8.48K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-3.42K- 18.97% |
$273K - $384K
|
14.6K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.72K- 7.12% |
$297K - $418K
|
48.5K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.79K- 2.11% |
$302K - $425K
|
175K
$20.9M
|