Purchases and Sales Made in Q3 2025 in Ishares Expanded Tech Sector E (IGM)

IGM Quotes by TradingView

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 16, 2025 Q3 2025
Capital Advisors, Ltd. LLC

BUY
 -
717
+ 220.62%
$79.6K - $91.5K
1.04K $133K
Oct 29, 2025 Q3 2025
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
704
+ 0.75%
$78.1K - $89.9K
94.8K $12.1M
Oct 20, 2025 Q3 2025
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
695
+ 11.91%
$77.1K - $88.7K
6.53K $834K
Nov 10, 2025 Q3 2025
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
673
New
$74.7K - $85.9K
673 $86K
Nov 07, 2025 Q3 2025
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
630
New
$69.9K - $80.4K
630 $80.5K
Nov 12, 2025 Q3 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
624
+ 4.69%
$69.2K - $79.7K
13.9K $1.78M
Nov 13, 2025 Q3 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
597
+ 23.32%
$66.2K - $76.2K
3.16K $403K
Nov 10, 2025 Q3 2025
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
567
+ 12.78%
$62.9K - $72.4K
5.01K $640K
Nov 13, 2025 Q3 2025
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
543
New
$60.3K - $69.3K
543 $69.4K
Nov 10, 2025 Q3 2025
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
539
+ 11.59%
$59.8K - $68.8K
5.19K $663K
Nov 06, 2025 Q3 2025
Glassy Mountain Advisors, Inc.

BUY
 -
528
New
$58.6K - $67.4K
528 $67.5K
Nov 04, 2025 Q3 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
507
New
$56.3K - $64.7K
507 $64.8K
Oct 23, 2025 Q3 2025
Spire Wealth Management

BUY
 -
440
+ 14.36%
$48.8K - $56.2K
3.51K $448K
Nov 12, 2025 Q3 2025
Caitlin John, LLC

Brighton, MI
BUY
 -
438
New
$48.6K - $55.9K
438 $56K
Nov 12, 2025 Q3 2025
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
396
+ 257.14%
$43.9K - $50.6K
550 $70.3K
Nov 06, 2025 Q3 2025
Stratos Wealth Partners, Ltd.

BUY
 -
392
+ 4.82%
$43.5K - $50K
8.52K $1.09M
Oct 20, 2025 Q3 2025
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
371
+ 0.38%
$41.2K - $47.4K
97.1K $12.4M
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
366
+ 0.57%
$40.6K - $46.7K
65K $8.31M
Oct 17, 2025 Q3 2025
5 T Wealth, LLC

Napa, CA
BUY
 -
364
+ 10.37%
$40.4K - $46.5K
3.88K $495K
Nov 14, 2025 Q3 2025
Scotia Capital Inc.

BUY
 -
358
+ 0.59%
$39.7K - $45.7K
61.2K $7.83M
Oct 27, 2025 Q3 2025
Bogart Wealth, LLC

BUY
 -
351
+ 16.77%
$38.9K - $44.8K
2.44K $312K
Nov 13, 2025 Q3 2025
Scs Capital Management LLC

Boston, MA
BUY
 -
342
+ 6.98%
$37.9K - $43.7K
5.24K $670K
Oct 22, 2025 Q3 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
312
+ 445.71%
$34.6K - $39.8K
382 $48.8K
Oct 29, 2025 Q3 2025
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
311
New
$34.5K - $39.7K
311 $39.7K
Nov 25, 2025 Q3 2025
Kerr Financial Planning Corp

Fresno, CA
BUY
 -
301
New
$33.4K - $38.4K
301 $38.5K
Nov 07, 2025 Q3 2025
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
300
+ 12.88%
$33.3K - $38.3K
2.63K $336K
Nov 14, 2025 Q3 2025
Qube Research & Technologies LTD

London, X0
BUY
 -
297
+ 9.09%
$33K - $37.9K
3.57K $456K
Nov 03, 2025 Q3 2025
Ae Wealth Management LLC

BUY
 -
290
+ 42.09%
$32.2K - $37K
979 $125K
Nov 14, 2025 Q3 2025
Brown Advisory Inc

BUY
 -
268
+ 0.92%
$29.7K - $34.2K
29.4K $3.76M
Dec 29, 2025 Q3 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
236
+ 6.48%
$26.2K - $30.1K
3.88K $496K
Nov 10, 2025 Q3 2025
Adviser Investments LLC

BUY
 -
217
+ 0.44%
$24.1K - $27.7K
50K $6.4M
Nov 13, 2025 Q3 2025
Tortoise Investment Management, LLC

BUY
 -
216
+ 5.98%
$24K - $27.6K
3.83K $489K
Nov 14, 2025 Q3 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
213
New
$23.6K - $27.2K
213 $27.2K
Nov 20, 2025 Q3 2025
Centaurus Financial, Inc.

BUY
 -
209
+ 5.39%
$23.2K - $26.7K
4.09K $523K
Nov 14, 2025 Q3 2025
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
191
+ 0.53%
$21.2K - $24.4K
36.1K $4.61M
Oct 17, 2025 Q3 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
177
+ 4.13%
$19.6K - $22.6K
4.46K $570K
Nov 12, 2025 Q3 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
175
+ 3.34%
$19.4K - $22.3K
5.42K $693K
Oct 31, 2025 Q3 2025
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
172
+ 7.54%
$19.1K - $22K
2.45K $313K
Oct 07, 2025 Q3 2025
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
164
+ 4.72%
$18.2K - $20.9K
3.64K $465K
Oct 23, 2025 Q3 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
159
+ 3.63%
$17.6K - $20.3K
4.54K $580K
Oct 27, 2025 Q3 2025
Harbor Investment Advisory, LLC

BUY
 -
157
New
$17.4K - $20K
157 $20.1K
Oct 17, 2025 Q3 2025
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
141
+ 27.59%
$15.6K - $18K
652 $83.3K
Nov 10, 2025 Q3 2025
Rice Partnership, LLC

BUY
 -
128
New
$14.2K - $16.3K
128 $16.4K
Nov 12, 2025 Q3 2025
Kane Investment Management, Inc.

Los Gatos, CA
BUY
 -
126
+ 4.84%
$14K - $16.1K
2.73K $349K
Oct 06, 2025 Q3 2025
Heartwood Wealth Advisors LLC

BUY
 -
120
New
$13.3K - $15.3K
120 $15.3K
Nov 10, 2025 Q3 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
107
+ 3.39%
$11.9K - $13.7K
3.27K $418K
Nov 14, 2025 Q3 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
101
+ 7.91%
$11.2K - $12.9K
1.38K $176K
Oct 29, 2025 Q3 2025
Financial Advisory Service, Inc.

BUY
 -
100
+ 40.0%
$11.1K - $12.8K
350 $44.7K
Nov 07, 2025 Q3 2025
Fifth Third Bancorp

BUY
 -
100
+ 1.65%
$11.1K - $12.8K
6.16K $787K

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