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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.82K- 4.6% |
$305K - $429K
|
79.1K
$9.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.22K- 24.56% |
$337K - $474K
|
13K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-4.37K- 68.01% |
$348K - $490K
|
2.05K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.44K- 11.26% |
$354K - $498K
|
35K
$4.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4.47K- 63.19% |
$357K - $502K
|
2.6K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.57K- 0.71% |
$365K - $514K
|
642K
$76.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.1K- 12.42% |
$407K - $573K
|
36K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.9K- 56.19% |
$471K - $663K
|
4.6K
$550K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-6.52K- 25.23% |
$520K - $732K
|
19.3K
$2.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.66K- 99.46% |
$531K - $748K
|
36
$4.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.9K- 75.82% |
$550K - $775K
|
2.2K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.35K- 92.22% |
$587K - $826K
|
620
$74.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.9K- 75.29% |
$630K - $887K
|
2.59K
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.15K- 6.35% |
$730K - $1.03M
|
135K
$16.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.3K- 66.28% |
$821K - $1.16M
|
5.24K
$625K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-10.7K- 8.62% |
$858K - $1.21M
|
114K
$13.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-11K- 99.97% |
$878K - $1.24M
|
3
$358
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.2K- 32.3% |
$896K - $1.26M
|
23.5K
$2.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.4K- 11.14% |
$988K - $1.39M
|
98.8K
$11.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.5K- 33.14% |
$995K - $1.4M
|
25.2K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-23K- 48.76% |
$1.84M - $2.58M
|
24.2K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-23.9K- 50.47% |
$1.91M - $2.68M
|
23.4K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.7K- 2.52% |
$2.53M - $3.57M
|
1.23M
$147M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-34.4K- 88.77% |
$2.74M - $3.86M
|
4.35K
$520K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42K- 28.16% |
$3.35M - $4.71M
|
107K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.4K- 11.09% |
$3.78M - $5.33M
|
380K
$45.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49K- 2.15% |
$3.91M - $5.5M
|
2.22M
$266M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.7K- 23.15% |
$4.37M - $6.15M
|
182K
$21.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-57.5K- 3.22% |
$4.59M - $6.46M
|
1.73M
$207M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-59.6K- 9.28% |
$4.76M - $6.69M
|
583K
$69.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-62.9K- 30.11% |
$5.02M - $7.07M
|
146K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-149K- 60.0% |
$11.9M - $16.7M
|
99K
$11.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-240K- 69.97% |
$19.1M - $26.9M
|
103K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-349K- 11.74% |
$27.8M - $39.2M
|
2.62M
$313M
|