Purchases and Sales Made in Q3 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
10.9KNew |
$1.21M - $1.39M
|
10.9K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.8K+ 27.87% |
$1.2M - $1.38M
|
49.8K
$6.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.8KNew |
$1.2M - $1.38M
|
10.8K
$1.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4K+ 7.7% |
$1.15M - $1.33M
|
145K
$18.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.61K+ 11.09% |
$1.07M - $1.23M
|
96.3K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.5K+ 226.14% |
$943K - $1.08M
|
12.3K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.16K+ 94.93% |
$906K - $1.04M
|
16.8K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.29K+ 40.12% |
$809K - $930K
|
25.5K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 387.76% |
$763K - $878K
|
8.65K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6.84KNew |
$759K - $873K
|
6.84K
$874K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.62KNew |
$735K - $845K
|
6.62K
$846K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.46KNew |
$717K - $825K
|
6.46K
$826K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.33K+ 27.3% |
$702K - $808K
|
29.5K
$3.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.1K+ 12.97% |
$677K - $779K
|
53.2K
$6.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.07K+ 27.83% |
$674K - $775K
|
27.9K
$3.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.7K+ 470.38% |
$633K - $728K
|
6.91K
$884K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.61K+ 10.62% |
$622K - $716K
|
58.4K
$7.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.97K+ 10.53% |
$552K - $635K
|
52.2K
$6.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.81KNew |
$534K - $614K
|
4.81K
$615K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.73KNew |
$525K - $604K
|
4.73K
$604K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.67K+ 22.06% |
$518K - $596K
|
25.8K
$3.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.54K+ 238.23% |
$504K - $580K
|
6.45K
$824K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.37K+ 67.71% |
$484K - $557K
|
10.8K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.36KNew |
$484K - $557K
|
4.36K
$557K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.92KNew |
$435K - $501K
|
3.92K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.78K+ 10.81% |
$420K - $483K
|
38.7K
$4.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.71K+ 197.08% |
$411K - $473K
|
5.59K
$714K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.62KNew |
$402K - $462K
|
3.62K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.61K+ 92.68% |
$400K - $461K
|
7.5K
$959K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.6K+ 14408.0% |
$400K - $460K
|
3.63K
$464K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.51K+ 61.52% |
$390K - $448K
|
9.22K
$1.18M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.47K+ 4.12% |
$385K - $443K
|
87.6K
$11.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.46K+ 9.11% |
$384K - $442K
|
41.4K
$5.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
3.4KNew |
$377K - $434K
|
3.4K
$435K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.39KNew |
$376K - $433K
|
3.39K
$433K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.3KNew |
$366K - $421K
|
3.3K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.17K+ 13.91% |
$351K - $404K
|
25.9K
$3.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
3.03KNew |
$337K - $387K
|
3.03K
$388K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.94K+ 34.62% |
$326K - $375K
|
11.4K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.93KNew |
$325K - $374K
|
2.93K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.82KNew |
$313K - $360K
|
2.82K
$360K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.79K+ 32.51% |
$309K - $356K
|
11.4K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.7K+ 5.22% |
$300K - $345K
|
54.4K
$6.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.52K+ 10.22% |
$279K - $321K
|
27.1K
$3.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.51KNew |
$278K - $320K
|
2.51K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.49K+ 38.72% |
$277K - $318K
|
8.93K
$1.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.27KNew |
$251K - $289K
|
2.27K
$290K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.25K+ 999.11% |
$249K - $287K
|
2.47K
$316K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.2K+ 15.87% |
$244K - $280K
|
16K
$2.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.1K+ 20.77% |
$233K - $268K
|
12.2K
$1.56M
|
|