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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.07KNew |
$230K - $265K
|
2.07K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.06KNew |
$229K - $263K
|
2.06K
$264K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.04K+ 7.13% |
$226K - $260K
|
30.6K
$3.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.03KNew |
$226K - $260K
|
2.03K
$260K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.97K+ 81.84% |
$219K - $252K
|
4.39K
$561K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.95KNew |
$216K - $249K
|
1.95K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 1.37% |
$211K - $242K
|
141K
$18M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.8K+ 33.94% |
$200K - $230K
|
7.11K
$908K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.8K+ 2.64% |
$200K - $230K
|
70K
$8.95M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$200K - $230K
|
1.8K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.79KNew |
$199K - $229K
|
1.79K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.78K+ 2.04% |
$198K - $227K
|
89.2K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.78KNew |
$198K - $227K
|
1.78K
$228K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.78KNew |
$197K - $227K
|
1.78K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.75KNew |
$194K - $224K
|
1.75K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.75KNew |
$194K - $223K
|
1.75K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.74KNew |
$193K - $222K
|
1.74K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.73KNew |
$192K - $221K
|
1.73K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$190K - $219K
|
1.71K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.7KNew |
$189K - $218K
|
1.7K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.7K+ 18.85% |
$188K - $217K
|
10.7K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.7K+ 27.1% |
$188K - $217K
|
7.96K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.66KNew |
$184K - $212K
|
1.66K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$183K - $211K
|
1.65K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.64KNew |
$182K - $209K
|
1.64K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.62KNew |
$180K - $207K
|
1.62K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
1.62KNew |
$180K - $207K
|
1.62K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62KNew |
$180K - $207K
|
1.62K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.6KNew |
$178K - $205K
|
1.6K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.6K+ 17.8% |
$177K - $204K
|
10.6K
$1.35M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 3.16% |
$169K - $195K
|
49.7K
$6.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$166K - $192K
|
1.5K
$192K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.48K+ 1.08% |
$164K - $189K
|
138K
$17.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.46K+ 1.48% |
$162K - $186K
|
99.9K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.33K+ 730.77% |
$148K - $170K
|
1.51K
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.32K+ 13.08% |
$146K - $169K
|
11.4K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.22K+ 32.34% |
$135K - $156K
|
5K
$639K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 0.25% |
$134K - $154K
|
490K
$62.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09K+ 1.39% |
$121K - $140K
|
79.7K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.04K+ 16.24% |
$115K - $133K
|
7.44K
$951K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.03K+ 9.34% |
$115K - $132K
|
12.1K
$1.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.01K+ 17.79% |
$112K - $129K
|
6.69K
$855K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
936+ 3.98% |
$104K - $119K
|
24.5K
$3.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
930New |
$103K - $119K
|
930
$119K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
898New |
$99.6K - $115K
|
898
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
865New |
$96K - $110K
|
865
$111K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
842+ 66.14% |
$93.4K - $107K
|
2.12K
$270K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
837+ 1.14% |
$92.9K - $107K
|
74.5K
$9.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
750+ 12.25% |
$83.2K - $95.8K
|
6.87K
$879K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
739New |
$82K - $94.3K
|
739
$94.5K
|
|